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.

A service that’s right for you


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.

Which service are you looking for?

Knowledge Hub

Relaxation of lockdown gives investors hope

Relaxation of lockdown gives investors hope

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Don’t make a dream, make a plan

Don’t make a dream, make a plan

Earlier this year, Sanlam was the lead sponsor of the prestigious 2020 Collect Open Award at the International Art Fair for Modern Craft and Design. In the second in our series of interviews with exhibitors, we talk to Chris Cox. Together with his wife Nicola, they own Cox London – a hugely successful artisan furniture and lighting business in London.
Bank of England considering negative rates

Bank of England considering negative rates

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The winners and losers from Covid-19

The winners and losers from Covid-19

Almost every business around the world is affected by Covid-19 in one way or another. While some have been forced to close, others have welcomed a tsunami of new customers. Louis Jamieson, Global Equity Analyst, discusses the immediate winners and losers of the pandemic, and the likely future trends as the world comes to terms with living with Covid-19.
The pros and cons of independent versus restricted advice

The pros and cons of independent versus restricted advice

What is the difference between restricted and independent advice? Here we discuss their differences and what ultimately constitutes a ‘good’ adviser.
The PM sets path to easing restrictions

The PM sets path to easing restrictions

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The UK stands by for Sunday's announcement

The UK stands by for Sunday's announcement

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

A time for patience

It’s natural to fear volatile markets. Our instincts tell us that uncertainty and unpredictability are a bad thing, and the media like to prey on those insecurities with their alarmist headlines. But the truth is, calm and sanguine markets can be just as damaging if not managed correctly.
PM promises roadmap to unlock economy

PM promises roadmap to unlock economy

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Help! I’m 50 and I don’t have a retirement plan.

Help! I’m 50 and I don’t have a retirement plan.

Sanlam’s recent research study, “What’s Your Number?” found that a disturbing 18 million UK adults under the age of 55 have not set a target for their retirement savings. That’s a lot of people setting themselves up for a significant disappointment in later life.
Oil hits record lows as equity markets begin the road to recovery

Oil hits record lows as equity markets begin the road to recovery

Welcome to our weekly newsletter, where we summarise the key market developments
Markets buoyed as curves begin to flatten

Markets buoyed as curves begin to flatten

Welcome to our weekly newsletter, where we summarise the key market developments.
Coronavirus special: counting the cost and looking ahead

Coronavirus special: counting the cost and looking ahead

This month we discuss why markets reacted so aggressively, and what we can expect in the weeks, months and years ahead.
Market Turbulence: Investment Update

Market Turbulence: Investment Update

In the midst of what has been an extraordinary period of market volatility, please see a video update from our Chief Investment Officer, Phil Smeaton, in which he discusses what has happened in global investment markets of late, what it means for us as investors and why now is a bad time to panic.
“We believe there is no greater responsibility than helping people to achieve their financial goals.”
Jonathan Polin CEO, Sanlam UK

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The value of investments and any income from them can fall and you may get back less than you invested.