Aims of the Sanlam Essential Income Plan

  • Enable your client to use some or all of their pension fund with another pension provider to buy an income for life that suits their personal circumstances;

  • It can pay an income to a defined beneficiary after your client’s death if required;

  • Offers a competitive market leading annuity rate particularly for clients over the age of 75 and with no pre-existing medical conditions

 

Annuity illustrations

 
We will need to provide you with an illustration before you complete an application on your client’s behalf. To find out more, please contact your usual Account Director or call Sales Support on 0117 9752093. Please note we cannot currently accept applications for clients with a pre-existing medical condition.

Applications
Sanlam Essential Income Plan applications
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Guides
Sanlam Essential Income Plan guides
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The value of investments and any income from them can fall and you may get back less than you invested.