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

Markets stabilise after unprecedented stimulus post image

Markets stabilise after unprecedented stimulus

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
SIP Property Fund suspension post image

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.
Market Turbulence: Investment Update post image

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

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.
Short-Term Noise, Long-Term Investing post image

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.
COVID-19 spreads, equities plummet, opportunity knocks post image

COVID-19 spreads, equities plummet, opportunity knocks

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Spring Budget 2020 Summary post image

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.
Reaction to global market correction post image

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.
US Federal Reserve and the Bank of Canada cut policy rates  post image

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.
“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.