Retirement Annuities Sanlam

Claim For Lump Sum Disability Benefit And/or Monthly ...
Sanlam Group Risk Benefits: Disability partner, assurance company, a pension or retirement annuity fund, any governmental fund or any other source.) Yes No  If 'Yes', please give the following details: Regular amounts (Including Life annuities.) Source of benefit Amount (R ... Access Document

INTERMEDIARY DISCLOSURE
Long-term Insurance: Category C (Single premium retirement annuities, preservation fund (Benefits provided by retirement annuity or preservation funds) Retail Pension Fund ( Old Mutual ( BOE Life ( Capital Alliance ( Sanlam ( Regent ( Sage Life ( Stanlib ( MS Life ... Access This Document

COMPETITION TRIBUNAL REPUBLIC OF SOUTH AFRICA Case No: 55/LM ...
Sanlam Limited is a provider of life insurance, retirement annuities, savings products, unit trusts and trust services to individuals. In addition Sanlam Limited provides investment and risk products to group funds and ... Get Document

COMPETITION TRIBUNAL REPUBLIC OF SOUTH AFRICA Case No: 81/LM ...
Sanlam’s “A” deferred shares can be converted into a shareholding of  Annuities  Combinations of insurance and investment products offered to retirement funds and other groupings. 4 ... Retrieve Full Source

KBB Financial Services Profile
Old Mutual, Sanlam, Liberty Life, Momentum, PPS, Clientele, Altrisk. The Company specializes in Estate Planning(Life Assurance), Retirement Planning (Pension/ Provident Funds/ Retirement Annuities), Investment Planning (Lump Sum ... View Doc

SAVINGS WORKSHOP 2 SEPTEMBER 2010
Retirement Funds Retirement Annuities Community Savings Schemes Listed Equities Corporate bonds Property New Reservoirs? Unlisted equity Government bonds Banks 2. Old Mutual, Sanlam, Liberty, Momentum, Metropolitan Investment Management Houses ... Read Here

GLACIER FIDUCIARY SERVICES
Retirement Annuities Contributions tax deductible Build-up free of Income Tax and CGT Tax-Free Lump Sums (1.10.2007 new regime) Your living annuity can be likened to a trust - Build-up free of Income Tax and CGT - Regulate income flows ... Content Retrieval

Between the Registrar and Sanlam Pensioenfonds which ruled that surplus utilised provident and retirement annuities. Regulators should allow for the payment of a modest lump sum and the balance being utilised to secure a regular income. 7. ... Retrieve Document

Pension Interest At Divorce: A Guide To The Treatment Of ...
Proceeds of certain retirement annuities to the respondent (the plaintiff in the divorce Sanlam was the underwriter and administrator of the Professional Provident Society of South Africa ( ˘the PPS Fund ˇ). ... Visit Document

SOUTH AFRICAN ANNUITANT STANDARD MORTALITY TABLES 1996–2000 ...
Fedsure; Liberty Life; Momentum; Old Mutual; Sanlam and Southern Life. One company submitted data for only 1997, 1999 and 2000 and another for only 1999 and applied to those who purchased the annuities at or above normal retirement age, the ... Read Content

Speaker Elias Masilela
Death, disability, Annuities, Unemployment, medical Retirement (Hybrid) accreditation (factors) Source: Masilela E, Sanlam Employee Benefits Information Sheet, April 2008 A B ... Access Document

The Pension Fund Reform And Wht It F ?hat It Means For You?
∼state of retirement reform ∼what the reform could mean for the ∼risk benefits and annuities ∼individual savings accounts ∼critical contribution thresholds Sanlam. Title: Microsoft PowerPoint - elias's updated presentation.ppt [Compatibility Mode] ... Fetch This Document

Coronation Balanced Plus Fund
Complete investment portfolio for investors in retirement annuities, preservation funds, pension funds and provident funds. Balanced Plus has a moderate risk profile. Glacier Financial Solutions (Pty) Ltd A member of the Sanlam Group ... View Document

Building A Sustainable Business
Simplifying retirement Annuities 61% of South African pensioners have insufficient savings levels. Sanlam offers four useful tools that assist entrepreneurs to highlight and understand their business needs. Cobalt Business fitness Analysis ... Visit Document

Www.mineworkers.co.za
On her retirement, Sanlam was ordered to pay the complainant R254,000.00 together their monthly pensions and their post-retirement medical aid contribution subsidy from their Employer OR purchase annuities in their own names and receive a 25% enhancement to their pension values but ... View Full Source

Caucus
Sanlam to provide members with these updated benefit statements as soon as possible. However, the Fund has not been performing various types of retirement annuities on the market and members should do extensive research about the benefits ... Return Doc

Lazard Retirement Series, Inc. Lazard Retirement Emerging ...
Variable annuities are long-term investment vehicles designed for Lazard Retirement Emerging Markets Equity Portfolio Investment Objective and Strategy: The Sanlam Ltd. 2.5% 9. Shinhan Financial Group Co. Ltd. 2.4% 10. ... Access Full Source

MAIL & GUARDIAN, Money Retirement
Sanlam™s Elias Masilela believes the lack of specific timelines in this year™s budget is a good thing no longer the case for all retirement annuities. Some have changed their rules to allow an open-ended retirement date.fl ... Fetch This Document

COMPETITION TRIBUNAL REPUBLIC OF SOUTH AFRICA Case No.: 32/LM ...
Insurer active in the retirement fund industry. These products include life annuities, offshore trenches and individual life policies.6 inter alia, Old Mutual, Sanlam, Momentum, Sage, Metropolitan, Discovery and various small and large independent brokers. ... Read More

A Presentation To IIR’s Employee Benefits Conference 20 ...
Umbrella funds –Sanlam Benchmark Survey Funds with less than 100 members, 70% considered umbrella fund route • A different picture from now on Retirement Annuities. • Job insecurity , preservation of benefits • Protection against yourself and creditors ... Fetch Full Source

MetLife - Wikipedia, The Free Encyclopedia
MetLife offers annuities which consist of fixed annuities, variable annuities, deferred annuities and immediate annuities. retirement planning, wealth management, 529 Plans, banking, and commercial and residential mortgages ... Read Article