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.

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Knowledge Hub

Are bricks and mortar still a concrete investment?

Are bricks and mortar still a concrete investment?

Most diversified portfolios will have some exposure to commercial property, but with Covid-19 causing landlords of offices and shopping outlets to endure unpaid rent, and a great deal of uncertainty around future demand, should this be under review?
How your portfolio manager or wealth planner  can protect you from scams

How your portfolio manager or wealth planner can protect you from scams

A report published by The Police Foundation this month has claimed that £2 trillion of pension money is at risk of scams. It also found that an average of £91,000 was lost by victims of pension scams, with some losing as much as £1 million.
Sanlam investment update - slim pickings as the recovery grinds on

Sanlam investment update - slim pickings as the recovery grinds on

Sanlam CIO Phil Smeaton assesses these conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Looking micro, thinking macro

Looking micro, thinking macro

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Sanlam UK launches revamped charity proposition to actively support trustees

Sanlam UK launches revamped charity proposition to actively support trustees

Sanlam UK launches a refreshed charities proposition focused on active engagement which aims to address the fast-changing and increasingly sophisticated charity investment landscape.
When the outcome is greater than the sum of its parts

When the outcome is greater than the sum of its parts

The latest in our series of Collect Open exhibitor interviews is with Lorraine Robson – a Scottish artist whose craft is an emotional and intuitive response to the world around her.
UK house prices hit an all-time high

UK house prices hit an all-time high

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
A complex investment landscape as valuations rise and returns fall

A complex investment landscape as valuations rise and returns fall

Equity and fixed income markets sustained their remarkable recovery last month thanks to continued government funding. But as prices rose, potential returns fell, and value became harder to find.
The Fed announce shift in approach to managing inflation

The Fed announce shift in approach to managing inflation

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Charities: Does your investment strategy fully reflect your ethical values?

Charities: Does your investment strategy fully reflect your ethical values?

Responsible investing has come a long way, and more can be done to ensure charities are actively aligning their investments with their core values.
Market and economy remain divergent

Market and economy remain divergent

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

World on fire

As the world faces a growing number of freak weather events and natural catastrophes, investors are increasingly taking action.
Helping professional rugby players prepare for life beyond the game

Helping professional rugby players prepare for life beyond the game

Andrew Lewis, Sales Director, discusses the work Sanlam has been doing with the Rugby Players Association (RPA) to raise financial awareness, offer work experience and help professional players transition into life after rugby.
Harris in VP contention as patience rewards investors

Harris in VP contention as patience rewards investors

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