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

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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

27 March 2020

Markets stabilise after unprecedented stimulus

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

News & press

25 March 2020

SIP Property Fund suspension

Sanlam Investment and Pensions (SIP) have taken the decision to temporarily suspend the SIP Property Fund from 12 noon on 23 March 2020.

Video

20 March 2020

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.

Market Weekly

20 March 2020

Bank of England cuts interest rates, Schools closed and a £350 billion bailout

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

Market Weekly

18 March 2020

Short-Term Noise, Long-Term Investing

Now more than ever it is imperative that investors avoid making decisions motivated by fear. As we have emphasised before, the importance of staying invested cannot be overstated, even as markets continue to plunge.

Market Weekly

13 March 2020

COVID-19 spreads, equities plummet, opportunity knocks

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

Technical View

12 March 2020

Spring Budget 2020 Summary

In this Government’s first budget and the first since the UK left the EU, the Chancellor, just four weeks in to his role, was faced with a number of challenges. Our summary sets out the main changes to tax rates and allowances for individuals, companies and trustees. It also aims to identify other notable changes which may be of interest.

News & press

10 March 2020

Reaction to global market correction

On Monday global markets saw some of their biggest moves in recent history, with the FTSE down 8%, and this on the back of two weeks of equity market weakness. There are some significant issues of concern for investors as the Coronavirus evolves into a pandemic but as long-term investors, it's very important to contextualise recent events.

Market Weekly

06 March 2020

US Federal Reserve and the Bank of Canada cut policy rates

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

Sanlam Knowledge Hub

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

Jonathan Polin CEO, Sanlam UK

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