At Sanlam, we know your clients have unique and often complicated financial needs. That’s why we offer technical support so you can give them a clear view of their options and answer any questions they may have. Our teams have developed their expertise over many years and we’ve forged a strong reputation as investment specialists across a broad range of areas.
 

Our technical team


Our team of technical specialists have extensive experience in the industry with in excess of 180 years of experience.

We can help with technical queries about products within our extensive product range, along with legal and regulatory issues surrounding investments, pensions and trusts. In areas where we do not have the relevant expertise, such as overseas taxation, we recommend you seek specialist advice.
 
The Sanlam technical team also provides internal support to our business throughout the UK. Through our online helpdesk, advisers and other members of the Sanlam group can email their questions. This service is ideal because it provides an audit trail for compliance purposes and easy reference.

We are committed to providing a prompt and reliable service, and typically respond to any questions by the end of the next working today. On rare occasions when this is not possible (for example, if the question is particularly complex), we will provide you with an estimated turnaround time. The more information you can provide in your question, the better placed we will be to give you a more detailed and helpful response.

Technical View
End of tax year – time is ticking post image End of tax year – time is ticking
Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.
Engaging the self-employed in saving for their future post image Engaging the self-employed in saving for their future
Julia Peake, National Account Manager, reflects on a report published by the Department for Work & Pensions and discusses how we can engage the self-employed with their pension savings.
Changes to the ISA regulations from 6 April 2018 post image Changes to the ISA regulations from 6 April 2018
Previous complicated rules and lack of general understanding about ISA legislation in the event of the death of an ISA holder means spouses/civil partners do not always utilise the ISA Additional Permitted Subscription (APS) they are entitled to on the death of the first spouse/civil partner.
Weighing up client choices for taking pension benefits post image Weighing up client choices for taking pension benefits
Following the introduction of the pension flexibilities in April 2015, individuals now have a much wider choice over how to take their pension benefits up to the Lifetime Allowance (LTA). Of course it very much depends on (i) the options available under the member’s pension scheme, and (ii) the member’s personal circumstances.
Pension Sharing on Divorce – some FAQs post image Pension Sharing on Divorce – some FAQs
this edition looks at some FAQs on pension sharing on divorce or on the dissolution of a civil partnership.
Is there more to retirement planning than pensions? post image Is there more to retirement planning than pensions?
Pensions should be the first port of call for clients looking to fund their retirement – they are, after all, one of the most tax-efficient way to save.
How did pension freedoms change our approach to retirement? post image How did pension freedoms change our approach to retirement?
Since pension freedoms were introduced in 2015, clients can have a flexible retirement income strategy that is suitable for them. Plus, the advantage of passing their pension assets down through the generations free from inheritance tax. This has given advisers a great opportunity to provide their clients with a holistic plan, which covers both their accumulation and decumulation needs.
Pension Changes in 2018 and beyond post image Pension Changes in 2018 and beyond
2017 was a relatively quiet year for pensions compared with previous years, and while there is nothing momentous coming up, there are still a few things happening in 2018 and beyond.
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The value of investments and any income from them can fall and you may get back less than you invested.