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Products, Services & Performance

We have a strong reputation for innovative product development and design, first class customer service and forward thinking investment management.

Here you’ll find everything you need to know about the Sanlam Portal and our Specialist Range as well as details of how we invest your money and our fund performance.  You’ll also find:

  • Details and information about our customer services team
  • What you can expect from working with Sanlam and our customer service standards
  • Useful forms that you’ll need if you want to inform us of a change of name, address or a change of beneficiary
  • Recent news and views relevant to the investments you hold with us 

Sanlam products & investment solutions are only available through Sanlam Wealth Planners and other professional Financial Advisers.

Your Customer Services Team

Lee Palmer

Lee Palmer

Head of Customer Services

Chris Hicks

Chris Hicks

Head of New Business


Your Sanlam Experience

We pride ourselves on our award winning customer experience and will always endeavour to work to your expectations and deliver a level service of which we can all be proud.

Our staff are at the end of the telephone to answer any queries you might have and our specialist teams are able to deal with all aspects of servicing your Sanlam investment; from questions relating to our products, to valuations and income withdrawals.

If you are a Sanlam client and would like to provide feedback please fill out this short survey.

Useful Customer Forms

Fund Switch Authority

This is the form needed to authorise any changes to your fund allocation.


Change of Address

Please use this form if you'd like to notify us of your new address details.


Lost Policy Declaration

Please use this form if you'd like to notify us of loss/non receipt of The Policy or Account Schedule


Direct Debit Form

Instruction to your Bank or Building Society to pay Direct Debits


Nomination of Beneficiary

Please complete this form to tell us who you would like to receive any lump sum death benefits, if you have a ‘Programme’, ‘Portfolio’, ‘Portal’ or ‘OneSIPP’ contract.


Checking your Identity

If we need to verify your identity or your proof of age, or if you have changed your name please refer to this form for details as to what we will require for verification checks.


Lifetime Allowance Information

This form is needed to take into account any pension income taken before 6 April 2006 if this is the first time you have taken pension benefits.


Growth Annuity Portfolio Switch Form

If you wish to either change the fund that your annuity is linked to, you’ll need to complete this form please.


Customer Information & Recent News

06 May 2015

Pension Changes

What the April 2015 Pension Changes mean to you

What the April 2015 Pension Changes mean to you

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10 March 2015

Awarded a 5 Star Rating for the Sanlam OneSIPP

Sanlam has been awarded a 5 Star Rating for its OneSIPP

Sanlam’s OneSIPP (Self Invested Personal Pension) has been rated 5 Star by independent financial research and software company Defaqto.

More Full article

04 February 2015

Sanlam to offer flexi-access facility

Embracing the new retirement culture driven and created as a result of George Osborne’s’ 2014 budget

Embracing the new retirement culture driven and created as a result of George Osborne’s’ 2014 budget announcement, today we announce the launch of our new “flexi-access” facility which will go live from 06.04.2015 across both our personal pension and SIPP products.

More Full article

Please Remember...

Past performance is no guarantee to future performance. The value of investments can fall as well as rise and you may not get back the amount originally invested.

Sanlam Investments and Pensions’ products are designed to enable clients to invest through a range of options. These options are primarily linked to stock-market performance and are not guaranteed. Please note that past performance is no guarantee to future performance. Capital is at risk and the investment return may be less than the amount originally invested.

Can't find what you're looking for?

If you can’t find what you’re looking for on this page, please use the contact us box to the right of this page and we’ll come back to you as soon as we can.  

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.