Protecting the investment interests of your SIPP clients
Writing SIPP business on an ‘insured’ basis rather than a ‘trust’ basis can give clients more protection and peace of mind over the longer-term.
Sanlam 16th Sep 2020
Decumulation – when advice really counts
Sequencing risk and pound cost ravaging are just two factors which highlight the importance of financial advice for clients in decumulation. How can you plan around them?
Sanlam 15th Sep 2020
Decumulation - when financial advice really counts
Sanlam 1st Sep 2020
OneSIPP
When your clients embark on their retirement journey, keeping costs low is key. That’s why we’ve launched a new offer on OneSIPP, our retirement solution. They can now access our full investment exper...
Sanlam 27th Jul 2020
Are we out of the woods yet?
The recovery in equity and fixed income markets over recent weeks has been surprisingly fast. But with market volatility continuing, how confident should investors be feeling?
Sanlam 13th Jul 2020
Sanlam | Sanlam Specialist Investment Services
Underpinned by thorough research and reporting, we lift the burden of investment management administration from your shoulders, while delivering a compliant investment solution that is built around yo...
Sanlam 16th Jun 2020
Sanlam Specialist Investment Services
Sanlam | Multi-strategy
The Sanlam Multi-Strategy Fund is “well positioned for the current environment” says Mike Pinggera, Head of Multi-Strategy at Sanlam. Launched in 2013, the fund is structured to participate when marke...
Sanlam 13th Feb 2020
Sanlam | Real Assets
Launched in August 2018, the Sanlam Real Assets Fund targets income and capital growth through investments in real asset securities which lead fund manager, Mike Pinggera describes as the “pillars of...
Sanlam | Global High Quality
A relentless focus on high quality businesses is one factor that differentiates the multi-award winning Sanlam Global High Quality Fund, says Pieter Fourie, Head of Global Equities.
In focus: investment bonds and collective investments
The age-old debate of offshore bond versus onshore bond versus collective investments continues to rumble on, but there are some key tax considerations and benefits of investment bonds versus collecti...
Sanlam 29th Jan 2020
The global economic outlook for 2020
As we enter a new year and a new decade, Philip Smeaton, Chief Investment Officer at Sanlam, discusses his immediate and longer-term views of the markets, and what it will mean for investors.
Sanlam 9th Jan 2020
Solutions
We offer a range of solutions to complement your own products and services. Whether your clients need more income, are concerned about their tax liabilities or are thinking about retirement, we provid...
Sanlam 4th Dec 2019
December 2019
Having spent much of 2019 worrying about the very real possibility of a global recession, investors are heading into the holiday period feeling slightly more relaxed about the outlook for next year. I...
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