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Underweight Fixed Income? Why active beats passive in bonds post image

Underweight Fixed Income? Why active beats passive in bonds

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.
Are bricks and mortar still a concrete investment? post image

Are bricks and mortar still a concrete investment?

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?
How your portfolio manager or wealth planner  can protect you from scams post image

How your portfolio manager or wealth planner can protect you from scams

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.
Sanlam investment update - slim pickings as the recovery grinds on post image

Sanlam investment update - slim pickings as the recovery grinds on

Sanlam CIO Phil Smeaton assesses these conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Protecting the investment interests of your SIPP clients post image

Protecting the investment interests of your SIPP clients

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.
 Sanlam Partnerships joins forces with retired rugby champion’s advice firm post image

Sanlam Partnerships joins forces with retired rugby champion’s advice firm

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.
Looking micro, thinking macro post image

Looking micro, thinking macro

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Sanlam UK launches revamped charity proposition to actively support trustees post image

Sanlam UK launches revamped charity proposition to actively support trustees

Sanlam UK launches a refreshed charities proposition focused on active engagement which aims to address the fast-changing and increasingly sophisticated charity investment landscape.
“Everything you do has met or exceeded our expectations. Our financial planner is very professional and friendly – we just feel that we can trust Sanlam.”
Client 2018 client satisfaction survey

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The value of investments and any income from them can fall and you may get back less than you invested.