Insights
24 September 2020
Beset by ultra-low rates, many investors are questioning the value of maintaining allocations to traditional fixed income instruments. Against this backdrop, Peter Doherty offers insight into how active, non-traditional fixed income strategies offer the ability to deliver secure, positive real returns over the medium term, even in the event of modest interest rate increases.
Insights
17 September 2020
Most diversified portfolios will have some exposure to commercial property, but with Covid-19 causing landlords of offices and shopping outlets to endure unpaid rent, and a great deal of uncertainty around future demand, should this be under review?
Insights
16 September 2020
A report published by The Police Foundation this month has claimed that £2 trillion of pension money is at risk of scams. It also found that an average of £91,000 was lost by victims of pension scams, with some losing as much as £1 million.
Video
15 September 2020
Sanlam CIO Phil Smeaton assesses these conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Insights
14 September 2020
Given the importance of pension savings to the longer-term financial wellbeing of most clients, writing SIPP business on an ‘insured’ basis rather than a ‘trust’ basis can prove to be a prudent decision, and one that gives clients more protection and peace of mind over the longer-term.
News & press
14 September 2020
RMS Advisory, an advice firm founded by Rugby World Cup winner Francois Louw, has joined Sanlam Partnerships Ltd. Sanlam Partnerships, Sanlam’s network proposition for UK Authorised Representatives, will facilitate paraplanning and compliance support on behalf of RMS Advisory.
Market Weekly
12 September 2020
Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
News & press
11 September 2020
Sanlam UK launches a refreshed charities proposition focused on active engagement which aims to address the fast-changing and increasingly sophisticated charity investment landscape.