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 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
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.
Do you have clients that registered a Power of Attorney between 1 April 2013 and 31 March 2017? post image Do you have clients that registered a Power of Attorney between 1 April 2013 and 31 March 2017?
If so they could be able to claim a partial refund of £34 - £45 against the registration fee originally paid.
Relief at source for Scottish Income Tax post image Relief at source for Scottish Income Tax
On 14 December 2017 the Scottish Government announced new Scottish Income Tax rates and allowances to apply for 2018 to 2019 tax year.
Pensions and Divorce post image Pensions and Divorce
Our Technical View, published in October 2017 introduced you to the topic of Pensions and Divorce.  This month, in recognition of Divorce Day (8 January), we are looking specifically at pension sharing orders, what they are and how they can affect your client’s pension pot. 
Divorce …and we don’t mean Brexit post image Divorce …and we don’t mean Brexit
We will be doing a series of Technical Views on this subject over the coming months and how financial advisers can add value to the process.
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The value of investments and any income from them can fall and you may get back less than you invested.