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The importance of a good charity investment policy statement post image

The importance of a good charity investment policy statement

Sanlam Senior Portfolio Manager Paul Stevens discusses how a charity’s investment policy statement can play an important role in managing your charity’s money effectively while demonstrating good governance.
Sanlam investment update - time to sell sovereigns post image

Sanlam investment update - time to sell sovereigns

Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
It was never about the product post image

It was never about the product

Lawrence Cook, Head of UK Intermediary Distribution, takes a closer look at what your clients really value.
London due for Tier 2 COVID-19 restrictions this weekend post image

London due for Tier 2 COVID-19 restrictions this weekend

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Sanlam client survey 2020 results post image

Sanlam client survey 2020 results

Your views are very important to us. In June, we conducted a survey of our clients to understand how Covid-19 was impacting your lives and your finances
Why the US election matters to UK investors post image

Why the US election matters to UK investors

As politicians around the world continue to focus on navigating the coronavirus crisis, the US has been somewhat distracted by a bitter battle for the presidency, with all the usual bluster and drama that goes along with that. But while it’s a fascinating pantomime to watch, to what degree should we care about the outcome?
The search for income – why investors should consider non-traditional strategies post image

The search for income – why investors should consider non-traditional strategies

Register to join our upcoming virtual Adviser Insights event.
President Trump's return to to the Oval Office post image

President Trump's return to to the Oval Office

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
“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.