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

Sanlam helps people, families, businesses and charities to organise and grow their wealth to achieve the things they want in life and protect themselves against the things they don’t.

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.

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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 Outlook

12 January 2022

The investors’ essential guide to 2022

A new year has dawned, a new variant has arisen, a Downing Street holiday party has undoubtedly been had. Will 2022 bring more of the same? Or are we finally in for a peaceful path to prosperity? Below, our predictions for what investors can expect to contend with as we move through ’22.

Market Outlook

03 December 2021

Growth versus inflation: how will central banks react to rampant price rises and mixed economic data?

At first glance, rising inflation may seem like a relatively simple problem to fix. Central banks, such as the Bank of England and US Federal Reserve, would raise interest rates to curb demand for goods and services. This would, other things being equal, lead to a lower rate of inflation. However, the situation regarding inflation is, unfortunately, slightly more nuanced.

Market Weekly

26 November 2021

Shoppers set to spend £9.2billion in 4 days

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

Market Outlook

10 November 2021

We've reached the peak of the business cycle, is it downhill from here?

We’ve reached the end of what has been an incredibly quick business cycle. Growth has recovered, and it’s strong. Inflation is at a 20-year high. Are there only negative surprises to come?

Video

02 November 2021

Success in succession: how to pass down wealth effectively

An introduction to inheritance tax planning, inheritance tax thresholds and how to pass down wealth to the next generation effectively.

Market Weekly

29 October 2021

UK on course for fastest growth since 1973

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

What's Your Number

28 October 2021

How much do I need to save for an average retirement income?

How much do you need to retire? The average retirement income may be more than you think, especially if you want to live comfortably.

Market Weekly

18 October 2021

The great crypto debate

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

Market Outlook

05 October 2021

Monetary policy couldn’t get easier; there’s only one place to go from here

Fiscal conditions are incredibly accommodative: interest rates are lying low; credit is freely available; and GDP is as if Covid never happened. The time to taper is nigh.

Market Weekly

04 October 2021

Energy crisis continues

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

Insights

28 September 2021

Building a low-carbon world

The speed of change demanded by the climate emergency is an abnormally complex challenge for capital markets. But they are adapting and transforming.

Market Weekly

28 September 2021

Inflation to peak at over 4% this winter

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

Insights

23 September 2021

A farewell to cash?

Financial journalist Julia Edwards talked to renowned economist and bestselling author Stephen D. King about the future of money.

News & press

20 September 2021

A statement on Sanlam Wealth

Today we have announced that Sanlam’s Wealth division has reached an agreement to be acquired by funds managed by Oaktree Capital Management. Read the full statement here

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

Jonathan Polin CEO, Sanlam UK

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