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.

Sanlam on demand
In a changing and uncertain world, it's reassuring to know your finances are in order. With Sanlam on Demand, timely financial guidance is just a click away.

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

The investors’ essential guide to 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.
Growth versus inflation: how will central banks react to rampant price rises and mixed economic data?

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.
Shoppers set to spend £9.2billion in 4 days

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

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?
Success in succession: how to pass down wealth effectively

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.
UK on course for fastest growth since 1973

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

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.
The great crypto debate

The great crypto debate

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Monetary policy couldn’t get easier; there’s only one place to go from here

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.
Energy crisis continues

Energy crisis continues

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Building a low-carbon world

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.
Inflation to peak at over 4% this winter

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.
A farewell to cash?

A farewell to cash?

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

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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The value of investments and any income from them can fall and you may get back less than you invested.