How can I get a valuation on my policy?

You can obtain a valuation from your financial adviser or call our Client Contact Team who will be able to confirm the value of your policy over the phone.

How do I surrender my policy

If your policy is an ISA or GIA, you can request a surrender in writing or via our Client Contact Team . If your policy is a Bond, you will need to put your request in writing and send this to us along with the original policy schedule. If you cannot locate the original document, you will need to complete a lost policy declaration. Further requirements will be needed if your Bond is held in trust. Further details of these requirements can be provided by our Client Contact Team . If your policy is a pension, please contact your Financial Adviser or call our Client Contact Team who will be able to discuss the options available to you along with our requirements.

How do I find information about my policy

You can call our Client Contact Team or write in and request information on your policy. Details of your policy will be confirmed in writing. Alternatively, information on our current product range can be found on our website.

What are my retirement options?

If you want to take your retirement benefits, you may wish to contact your financial adviser to discuss the options available to you. Alternatively, you may call our Client Contact Team who will discuss the available options and then send an Options Pack to your home address. You may wish to consider viewing the information that is available on the goverment Pension wise site.

Where can I find fund fact sheets?

Fund fact sheets can be found here.

Individuals

Sanlam helps people, families, businesses and charities to organise and grow their wealth to achieve the things they want in life and protect themselves against the things they don’t.

Planning for life events

We don’t always know what the future holds, but we can make sure our finances are prepared for whatever happens. We provide financial care for every stage of your life, whether you’re planning to get married, buy a home, saving for education fees or planning your retirement.

We’ll work with you to decide what’s most important and arrange your money so that you and your loved ones can enjoy a secure future. Follow the below icons to learn more about some of the major life events we can help you prepare for.

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Managing money isn’t just about the markets or computer algorithms, it’s about people too. That’s why our whole approach is based on understanding your unique requirements. Only then will we craft a service that works for you. This highly personalised approach to creating wealth is what gives us the name Wealthsmiths.

Whether you’re seeking to invest for the long-term or need advice on a mortgage or an insurance policy, we will work with you to create the service you want. Learn more about some of the services we help can help you with.

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Market Weekly

07 May 2021

US backs plan to suspend Covid-19 vaccine patents

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

Market Outlook

06 May 2021

Earnings potential is promising; but will inflation hinder recovery?

The economic upturn is coming along nicely; an increasing number of people have been vaccinated against Covid-19 and investors seem confident that recovery will take hold. But will an abundance of positive sentiment backfire in the form of inflation?

Insights

04 May 2021

The Future of Cities

On the surface, the pandemic seems to have had a devastating effect on cities. Is the upheaval of the past year a doomsday toll for the world’s urban areas? Or simply a symptom of living with Covid? On Thursday 29 April, Samantha Simmonds, sat down with Chief Executive of Centre for Cities, Andrew Carter to discuss how urban living will look in the future.

Market Weekly

30 April 2021

Biden announces second stage of his economic plan

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

Insights

21 April 2021

The 15 minute city concept

In preparation for the third event in our Invested in the Future series, "The Future of Cities", we take a look at the 15-minute city concept, which is starting to gain traction from Paris to Portland and Melbourne to Milan.

Market Weekly

16 April 2021

Bitcoin and S&P 500 Index hit record highs

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

Insights

14 April 2021

Charging ahead

A new report shows sales of electric vehicles across the world are growing significantly, we look at finds out why this has happened, who the big players are and what the future holds.

Market Weekly

09 April 2021

Pub and restaurant industry sees bookings surge

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

Insights

08 April 2021

The future of security and our role on the front line

In the World Economic Forum’s analysis of top global risks, climate change and related issues are of primary significance, as are disease, digital inequality, and cyber insecurity. Nowhere do the words ‘war’ or ‘terrorism’ appear. Following our event, the Future of Security, we speak again to Jonathan Shaw who shares his thoughts on the most serious global security risks.

Market Outlook

01 April 2021

A positive outlook but beware of economic euphoria

The global economic outlook is strengthening, and this view has been reinforced by many companies reporting expectation-beating earnings for the last quarter of 2020. But while good business results go some way towards explaining the confidence in equity markets, are they enough to justify inflated prices?

Video

29 March 2021

The Future of Security

Our safety and freedom are no longer fought for on distant battlefields. Instead, every one of us is on the front line when it comes to protecting our society and economy from global cyber espionage. That was just one of the sobering thoughts from our Future of Security virtual event held on Thursday 25 March.

Insights

24 March 2021

A mixed bag

The collectors’ club of handbags is growing, but does the temptation to wear and use these luxury assets make them a good investment?

Market Weekly

19 March 2021

EU resumes use of AstraZeneca vaccine

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

Insights

19 March 2021

ISAs, GIAs, pensions & bonds: don't miss out on tax year end allowances

With tax year end fast approaching, the opportunity to use up personal allowances for ISAs, pensions and other tax wrappers is running out. In this refresher, we go through the different tax wrappers, how they work, and which ones can you take advantage of ahead of 5th April.

“We believe there is no greater responsibility than helping people to achieve their financial goals.”

Jonathan Polin CEO, Sanlam UK

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