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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All News & press Insights Video Market Outlook Market Weekly What's Your Number

Insights

16 September 2021

What if you had to retire early?

Retiring early while you are young enough to make the most of your freedom is a dream for many. But for some, the past year has been a nightmare because thousands of people in the UK have been pushed into unplanned early retirement, regardless of whether their finances could support the move. We look at the steps you can take to prepare for the unexpected.

News & press

13 September 2021

A statement on Sanlam Life and Pensions UK Limited

Today we have announced that Sanlam’s Life and Pensions company has reached an agreement to be acquired by Chesnara, a UK leader in administering life and pension policies. Read the full statement here

Insights

07 September 2021

Just how far will your £1m pension pot go?

One million pounds sounds like a lot of money, but it may not stretch very far when it comes to providing retirement income. A 65-year-old investor in good health using their £1 million pension pot to buy an annuity – an insurance contract, which pays a guaranteed income for life – could expect to receive around £45,000.

Market Outlook

03 September 2021

Economic output has recovered, but should we fear a financial reckoning?

From the rapid nosedive following lockdowns in March 2020 to springing earnings in the first half of ‘21, we’ve moved through this business cycle at top speed. It’s time to take a look at potential market implications and ask ourselves: Does economic payback await?

Insights

02 September 2021

Lovely grub

The world's population is rapidly expanding and food consumption will also grow exponentially over the coming years. Could insects be the answer? The insect farming industry has been steadily growing for many years, and insects look set to be a key food source of the future.

Insights

18 August 2021

7 famous market bubbles

If something looks too good to be true, then it probably is. In this article we take a look at 7 famous market bubbles and explain the benefits of taking a more pragmatic approach to investing.

Insights

16 August 2021

State intervention: creating a sweet spot for income investors

The rise of state intervention and greater regulation was born out of the capitalism of the late 20th century, forged in the fire of the GFC and the sovereign debt crisis, and accelerated by the Covid-19 pandemic. Increased regulation has not always been welcomed, but in many cases has resulted in stronger companies and greater security for investors and is good news for subordinated debt.

Market Weekly

13 August 2021

London's rental market bounces back

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

Insights

10 August 2021

Face value

The global smartwatch market is booming. Valued at $20.64 billion in 2019, it is expected to rise to $96.31 billion by 2027. Smartwatches can track our steps, play music, be used as a wallet and much more besides. But while they are selling in huge numbers, their individual value still doesn’t come close to certain classic watches sold at auction.

Market Outlook

04 August 2021

Adapting to the new, more nuanced position for markets

Over the past 18 months, our commentaries have often reflected on markets either falling dramatically or staging a remarkable revival. Now the position looks less clear-cut and increasingly nuanced.

Insights

29 July 2021

Parliament, NHS pensions and ‘a perfect storm’

Few pensions are simple. But aspects of the NHS pension scheme have long been regarded exceedingly complex. We take a look at some of the issues and what can be done to overcome them.

Insights

28 July 2021

Built to last: the transformation of UK property

In the third piece in our global megatrends series, we look at how technology, demographics, and an increasingly urbanised population – exacerbated by the pandemic – are influencing the buildings around us. From shops and offices to retirement and student accommodation and warehouses, investment demand is shifting from traditional property sectors towards new areas of future growth.

Insights

27 July 2021

Thriving in lockdown

The Covid-19 pandemic put immense pressure on businesses, however some were still able to thrive. We take a look at some of our clients' businesses that were boosted by lockdown.

Market Weekly

23 July 2021

Businesses complain as 'pingdemic' hurts productivity

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

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Jonathan Polin CEO, Sanlam UK

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