Knowledge hub

Six things advisers can do in the wake of Covid-19 post image

Six things advisers can do in the wake of Covid-19

The last few weeks have been a testing time for advisers and their clients. Advisers are having to find new ways of working. So, what can they do to make the best of a bad situation?
The pros and cons of independent versus restricted advice post image

The pros and cons of independent versus restricted advice

What is the difference between restricted and independent advice? Here we discuss their differences and what ultimately constitutes a ‘good’ adviser.
Surge in number of Brits fearful economic crash could derail retirement goals post image

Surge in number of Brits fearful economic crash could derail retirement goals

Nearly a third of Britons (29%) now fear an economic crash could hamper their retirement plans, according to a Sanlam survey.
The PM sets path to easing restrictions post image

The PM sets path to easing restrictions

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Passion, planning and perseverance post image

Passion, planning and perseverance

Earlier this year, Sanlam was the lead sponsor of the prestigious 2020 Collect Open Award at the International Art Fair for Modern Craft and Design. Afterwards, we caught up with Margo Selby – winner of the Collect Open Award – who explained why weaving became her passion and told us about the challenges of combining art with business.
The UK stands by for Sunday's announcement post image

The UK stands by for Sunday's announcement

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Why unrealistic optimism is scuppering your retirement plans post image

Why unrealistic optimism is scuppering your retirement plans

Most of us are pre-disposed to the belief that ‘it will never happen to me’. But what if that belief transcends our finances? As wealth planners, we see the consequences of unrealistic optimism every day.
A time for patience post image

A time for patience

It’s natural to fear volatile markets. Our instincts tell us that uncertainty and unpredictability are a bad thing, and the media like to prey on those insecurities with their alarmist headlines. But the truth is, calm and sanguine markets can be just as damaging if not managed correctly.
“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.