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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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 Weekly

24 January 2020

UK digital tax plan draws US ire

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

Technical View

24 January 2020

In focus: investment bonds and collective investments

Julia Peake, Sanlam UK, discusses the key tax considerations and benefits of investment bonds (onshore and offshore) versus collective investments, given some recent changes that may affect your client recommendations.

Insights

22 January 2020

7 tax breaks you can't afford to miss

The government offers many incentives to encourage people to do everything from save for old age to claim tax relief. Learn more about a few that you might be entitled to!

Whats Your Number

22 January 2020

Getting divorced? How to protect your pension

Known as ‘divorce month’, lawyers across the country report more people filing for divorce in January than any other month of the year.

Market Weekly

17 January 2020

US-China trade deal

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

Insights

16 January 2020

Veganism comes of age

With the meat-free market expected to hit £658 million by 2021, this article investigates why the plant-based movement is becoming so popular.

Market Weekly

10 January 2020

Prelude to war or geo-political chess

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

Market Outlook

02 January 2020

The global economic outlook for 2020

As we enter a new year and a new decade, Philip Smeaton, Chief Investment Officer at Sanlam, discusses his immediate and longer-term views of the markets, and what it will mean for investors.

Whats Your Number

16 December 2019

Six things to know before drawing your pension

While your pension savings will play a large part in your life beyond retirement, there are some very important things you need to be aware of before you access them.

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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