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Retirement

Insights
The gap between the amount of money people think they need, and what they actually require for a happy retirement can be huge, and sometimes life changing.
News
Nearly a third of Britons (29%) now fear an economic crash could hamper their retirement plans, according to a Sanlam survey.
Insights
Most of us are pre-disposed to the belief that ‘it will never happen to me’. But what if that belief transcends our finances? As wealth planners, we see the consequences of unrealistic optimism every day.
Insights
Sanlam’s recent research study, “What’s Your Number?” found that a disturbing 18 million UK adults under the age of 55 have not set a target for their retirement savings. That’s a lot of people setting themselves up for a significant disappointment in later life.
News
40 million UK adults are rolling the dice when it comes to their retirement, admitting that they either have not or did not have savings targets for later life. Sanlam UK’s ‘What’s Your Number?’ report, highlights the lack of basic knowledge that is impacting peoples' ability to reach their financial goals.
Insights
Pensions should be the first port of call for clients looking to fund their retirement – they are, after all, one of the most tax-efficient way to save.
Insights
Register to join our upcoming virtual Adviser Insight event.
Insights
Did you know that more than half (55%) of UK adults doubt they’ll be able to save enough money to retire when they want, yet only 23% have set financial targets for their retirement? That’s according to the findings of our “What’s your Number” report - a study into how people in the UK are planning their finances for the future.
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.
News
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.
Service
Now you’ve stopped working, we want you to have the best retirement possible, safe in the knowledge that you and your family will have a secure financial future.
Insights
Of all the tools you can use when planning your retirement, the pension is undoubtedly the one to keep your savings plan fully charged.

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