Knowledge hub
How to get the most power out of your pension post image How to get the most power out of your pension
Of all the tools you can use when planning your retirement, the pension is undoubtedly the one to keep your savings plan fully charged.
Market Outlook: June post image Market Outlook: June
As we find ourselves almost halfway through the year, the volatility we experienced at the end of 2018 is not only a distant memory but could also prove, with time, to have been the shock markets needed to adjust their expectations in line with reality.
An overview of the tapered annual allowance post image An overview of the tapered annual allowance
The tapered annual allowance came into being in April 2016, and since that time, more and more high income individuals are feeling the effects. 2019/20 is the first tax year when higher amounts of unused annual allowance from the pre-taper years will not be available to carry forward. Here we highlight the key things to consider when calculating your tax liabilities.
Market Outlook: May 2019 post image Market Outlook: May 2019
Since the start of the year, equity and bond markets have continued to recover the losses experienced at the end of 2018, and the global economy is enjoying low unemployment and good (albeit slowing) earnings growth. While we can appreciate these positive conditions for now, it’s our job to look ahead, identify potential risks and position client portfolios accordingly.
Sanlam UK acquires Thesis Asset Management post image Sanlam UK acquires Thesis Asset Management
Sanlam UK, part of the international financial services group Sanlam Limited, has today announced the acquisition of the Thesis Asset Management (Thesis).
What to be aware of in 2019: Key considerations for advisers post image What to be aware of in 2019: Key considerations for advisers
As the new tax year starts we look forward to what 2019 holds. Our technical team has put together a handy guide of some of the key information you will need to consider when advising your clients.
Sanlam UK acquires Blackett Walker Limited post image Sanlam UK acquires Blackett Walker Limited
Sanlam UK, part of international financial services group Sanlam Ltd, today announces the acquisition of independent financial planning and employee benefits firm Blackett Walker Limited.
More of the same, but signs of a slowing economy post image More of the same, but signs of a slowing economy
Markets composed themselves in March, as the US Federal Reserve (Fed) capitulated to demands to pause the interest-rate hiking cycle and investors’ fears about economic growth receded. In contrast to the abrupt change of heart by Chairman Jerome Powell, our investment strategy and views on the underlying economy are unchanged. 
Sanlam provides a high quality, responsive service. Unlike many firms, I get direct access to the person managing my money which not only gives me peace of mind, it ensures my financial plan fits my changing requirements.
Client 2017 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.