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.

Which service are you looking for?

Knowledge Hub

Sanlam launches 'Invested in the Future' guest speaker series

Sanlam launches 'Invested in the Future' guest speaker series

Sanlam will be hosting five complimentary virtual seminars, supported by a panel of the UK’s leading thinkers, experts and social commentators. As well as investment trends, the seminars will explore how our world will change as we emerge from the covid-19 pandemic and what the future holds for our money, security, cities, healthcare and happiness.
Joe Biden sworn in as 46th US president

Joe Biden sworn in as 46th US president

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Joe Biden unveils $1.9 trillion Coronavirus relief proposal

Joe Biden unveils $1.9 trillion Coronavirus relief proposal

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days
7 social posts that rocked the markets

7 social posts that rocked the markets

The rise of social media means that rumour and opinion can spread around the world in seconds and cause the financial markets to rise and fall irrespective of the underlying strengths and weaknesses of the listed companies. Here are seven examples of posts that moved the markets.
Violence and vaccines

Violence and vaccines

Welcome to our weekly newsletter, where we summarise the key market developments.
2021: A new cycle of economic growth and renaissance

2021: A new cycle of economic growth and renaissance

A new year dawns with a heightened need for a fresh start. With 2020 now firmly behind us, we can approach this year with renewed hope and a desire to seek new and exciting opportunities. Caution will need to be exercised, but there is much to feel positive about.
Sanlam Investments to take on eight Smith & Williamson-managed funds

Sanlam Investments to take on eight Smith & Williamson-managed funds

Sanlam Investments today announces that it has agreed to assume responsibility for managing eight funds currently managed by Smith & Williamson Investment Management LLP.
UK and EU agree landmark trade deal

UK and EU agree landmark trade deal

After years of negotiations, the UK and the EU have finally agreed a deal. Sanlam CIO Phil Smeaton shares his initial view on the fallout for investors.
Bringing out the best in us

Bringing out the best in us

The pandemic has galvanised many people to help the vulnerable and elderly during the Covid-19 crisis. Guest writer Ray Philpott finds out what motivates these actions.
How our investment approach fared in 2020

How our investment approach fared in 2020

The word ‘unprecedented’ was deemed the most overused word of 2020, but there are few better ways to describe the past year. As light starts to flicker at the end of the tunnel, we reflect on an extraordinary period and the lessons we’ve learned along the way.
Sanlam investment update - the global hunt for yield

Sanlam investment update - the global hunt for yield

Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
UK continues growth despite no deal probability

UK continues growth despite no deal probability

Welcome to our weekly newsletter, where we summarise the key market developments.
Encapsulating the importance of time

Encapsulating the importance of time

We're pleased to share our finished art commission, "The importance of time" created by the incredibly talented metal and glass artists, Adi Toch and Edmond Byrne.
The UK becomes the first western country to license a COVID-19 vaccine

The UK becomes the first western country to license a COVID-19 vaccine

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.