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Sanlam

Sanlam

Sanlam UK offers a broad range of financial services including discretionary investment management, award winning investment funds and a comprehensive range of product wrappers for financial advisers.

We work with financial advisers across the UK – from local firms to large national networks and our approach is one of partnership. Our focus is building tailored services around the adviser to deliver the adviser’s proposition, helping them make the very best of what they have to offer.

Under the spotlight

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 expertise with no initial or annual SIPP charges.

Our 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 your philosophy.
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 provide a straightforward route to get them to where they want to be in life.
We have crafted a wide range of products and services so that you can concentrate on what you do best – spending time advising your clients and helping them put in place a secure financial future for themselves and their families.

Latest market outlook

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?

Research and insights

Our lives are governed by numbers, from the cost of our morning coffee to the number steps we’ve walked on our smart watch. Ironically, many of us neglect the most important numbers that will profoundly shape our future.

We carried out a survey to understand British people’s attitudes to saving for later life. The results reveal some alarming statistics.
Within the next 20 years, we will see the largest ever intergenerational transfer of wealth, where trillions of pounds’ worth of assets will be passed down between generations.

Our report provides an insight into the issue from the perspective of three key audiences; the donors, the beneficiaries and those who will be handling the transfer.

Technical views

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 collective investments, given recent changes, that may affect your client recommendations.

Important Information

This information is for Professional Clients only. The value of investments and any income from them can fall and you may get back less than you invested. Sanlam is a trading name of Sanlam Wealth Planning UK Limited and English Mutual Limited. English Mutual Limited is an appointed representative of Sanlam Wealth Planning UK Limited which is authorised and regulated by the Financial Conduct Authority. Registered Office: St. Bartholomew’s House, Lewins Mead, Bristol, BS1 2NH.

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