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Planning

Insights
Alzheimer’s disease is the most common type of dementia in the UK today, affecting 1 in 14 people over age 65, and 1 in 6 people over 80. By 2025, it’s estimated there will be 1 million sufferers, which will rise to 2 million by 2051.
Service
Sanlam helps you prepare to retire, advising you on how to set financial goals, how to make pension contributions and explaining your tax obligations.
Insights
Discretionary Fund Management is when an investment professional known as a Discretionary Fund Manager (DFM) builds and manages a portfolio of investments on your behalf. They take into account how much you have to invest, the level of risk you are prepared to take, your financial goals, and your tax position.
Insights
Andrew Lewis, Sales Director, discusses the work Sanlam has been doing with the Rugby Players Association (RPA) to raise financial awareness, offer work experience and help professional players transition into life after rugby.
Welcome to Sanlam’s GDPR information centre.
Sanlam Investments Pillar 3, Stewardship Code and Remuneration Disclosure
A Wealthsmith takes a personalised approach to mapping your financial future.
Service
Losing a loved one is never going to be easy, which is why a carefully considered financial plan can help to relieve worries about money at these difficult times.
Service
Choose from a range of tax-efficient investments that provide your clients with a sustainable source of regular income at any stage of life.
Service
Sanlam offers solutions for people looking to provide a secure financial future for their children, including protection planning, mortgages and savings.

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