Sanlam Living Annuities

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 licence the chance to offer living annuities ... Fetch Document

Xhilarator Multi-SA Balanced Wrap Fund Report As At 01 June 2012
Living annuities, preservation funds, retirement annuities and multi-managers. 11. How to Invest Metropolitan Odyssey Momentum Wealth Glacier of Sanlam ABSA Investment Management Services ... Access Doc

TAXATION LAWS AMENDMENT ACT, 2008 - Atradys | Home
Living Annuities The term “living annuity” is now defined in the Income Tax Act. It entails, inter alia, that in the event of the death of a member, the nominated beneficiaries or dependants of the SANLAM PRESERVATION PENSION FUND (the Fund) ... Fetch 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 - Protected on Insolvency & Divorce ... Fetch Here

94 Sanlam Integrated Annual Report 2010
We believe that the WWF Sanlam Living Waters Partnership will undoubtedly reap long-term particularly retirement annuities that increased by 12%. Unit trust sales in Namibia performed well to be broadly in line with the high base of 2009. ... Fetch Full Source

ANNUAL REVIEW 2006/7
And paid by the insurer (Sanlam) during the year under review, amounting to a total of more than R 11million paid in insured lump sum death benefits. Membership split across Transfers to living and life annuities (2 398)-Benefits (1 340 838) (812 368) ... Retrieve Content

Benchmark Retirement Fund Annual Report 2011 / 2012
Linked living annuities for members on retirement. Death and disability benefits can be arranged by the participating employers for its members in addition to the member’s share in Sanlam Namibia Prudential Managed Fund Moderate 9.8 14.5 4.1 -- ... Access Doc

The Three Golden Rules Of Saving
Ment annuities and a wide range of discretionary saving alternatives. Financial Solutions at Sanlam. living expenses taper off." Page 2 / 4 Size=150X114mm Circulation: 44043 Readership: 500000 . Date : April, ... Fetch Here

(UNDER CURATORSHIP) {Postal Address}
Glacier is a wholly-owned subsidiary of Sanlam Life Insurance Limited, one of the largest life assurers in All living annuities will be transferred with their original policy anniversary and income details. Payments will be made using the bank account details on ... Fetch Document

September 2012 Retirement Planning For Workers
The Sanlam Benchmark Survey in July this year, Dr David McCarthy said “Our retirement system currently protects providing living annuities from within the fund. In this way the administration and the investment charges can be negotiated at ... Fetch Content

The Lynx Cautious Fund Of Funds A1 Class
* The fund is primarily designed for investors in contractual products such as Living Annuities, Preservation Funds, RA's, R460.5 million: Pension and Provident Funds. LAUNCH DATE: FUND COMMENTARY: Market Highlights: Sanlam Collective Investments Lt, PO Box 30 Sanlam 7532 / Sanlam Head Office, ... Access Full Source

Portfolio Manager’s Comment
Sanlam Collective Investments Ltd, PO Box 30 Sanlam 7532 / Sanlam Head Office, 2 Strand Rd, Bellville 7530. Sanlam Collective Investments is a member of the ACI. Living Annuities, Preservation Funds, RA's, Pension and Provident Funds. Classification ... View Document

What The Future Holds
Certainly current concessions granted to living annuities and Regulation 28 of the Pensions Fund Act are bound to receive Glacier Financial Solutions (Pty) Ltd, A member of the Sanlam Group Reg No 1999/025360/07 Licensed Financial Services Provider Refer to the Glacier website for details ... Doc Retrieval

BUDGET 2012 SAVINGS AND RETIREMENT PROPOSALS - National Treasury
–According to a 2011 Sanlam Survey, 70% of pension fund members who resigned or were retrenched, took cash withdrawals from their pension funds –Living annuities are expensive (costs may reduce income by up to 1/5th) and ... Retrieve Full Source

KEVIN MURRAY
(PPS); Liberty Life; Altrisk; Sanlam; Momentum. For group risk benefits: TSA Administration (Pty) Ltd. I am authorised to provide advice and intermediary services in the following Category 1 products: Living Annuities Share Portfolios Offshore Investments Preservation Funds ... Retrieve Document

Retirement Planning: Table 1 Start With The Goal In Mind
Before starting at Atlantic, he worked in Sanlam Employee Benefits’ Actuarial department and for Glacier Research, where he was responsible for teed annuities and living annuities in some creative way. Investors differ widely in their cap- acity to take investment risk. ... Fetch Document