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How your portfolio manager or wealth planner  can protect you from scams post image

How your portfolio manager or wealth planner can protect you from scams

A report published by The Police Foundation this month has claimed that £2 trillion of pension money is at risk of scams. It also found that an average of £91,000 was lost by victims of pension scams, with some losing as much as £1 million.
Sanlam investment update - slim pickings as the recovery grinds on post image

Sanlam investment update - slim pickings as the recovery grinds on

Sanlam CIO Phil Smeaton assesses these conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Protecting the investment interests of your SIPP clients post image

Protecting the investment interests of your SIPP clients

Given the importance of pension savings to the longer-term financial wellbeing of most clients, writing SIPP business on an ‘insured’ basis rather than a ‘trust’ basis can prove to be a prudent decision, and one that gives clients more protection and peace of mind over the longer-term.
 Sanlam Partnerships joins forces with retired rugby champion’s advice firm post image

Sanlam Partnerships joins forces with retired rugby champion’s advice firm

RMS Advisory, an advice firm founded by Rugby World Cup winner Francois Louw, has joined Sanlam Partnerships Ltd. Sanlam Partnerships, Sanlam’s network proposition for UK Authorised Representatives, will facilitate paraplanning and compliance support on behalf of RMS Advisory.
Looking micro, thinking macro post image

Looking micro, thinking macro

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Sanlam UK launches revamped charity proposition to actively support trustees post image

Sanlam UK launches revamped charity proposition to actively support trustees

Sanlam UK launches a refreshed charities proposition focused on active engagement which aims to address the fast-changing and increasingly sophisticated charity investment landscape.
When the outcome is greater than the sum of its parts post image

When the outcome is greater than the sum of its parts

The latest in our series of Collect Open exhibitor interviews is with Lorraine Robson – a Scottish artist whose craft is an emotional and intuitive response to the world around her.
Webinar - Monthly Markets and Investment Update post image

Webinar - Monthly Markets and Investment Update

On the second Thursday of each month, Sanlam's Chief Investment Officer, Phil Smeaton, discusses recent market developments, the outlook for investments and how we at Sanlam are navigating these themes within our portfolios.

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