Latest articles

How to bring conversations about saving out of the closet

By Saleem Sonday on 16 Aug 2019

reading time: 5 mins

Talking about finances at work can seem like a taboo subject, especially given that conversations about salaries, bonuses or saving for retirement usually ta...

How often should employers review their umbrella fund provider?

By Nazia Kahlon on 08 Aug 2019

reading time: 4 mins

The 2019 Sanlam Benchmark Survey found that one-third of employers using umbrella funds have never reviewed their provider, while less than half of responden...

A matter of index

By Tebogo Bore on 07 Aug 2019

reading time: 4 mins

When evaluating an investment, performance is often top of mind for would-be investors. The next consideration should be how well the investment stacks up...

Don't let your hard-earned savings go unclaimed

By Tim Molloy on 29 Jul 2019

reading time: 7 mins

According to reports, more than R17bn lies potentially unclaimed in unit trusts and policies. Tim Molloy explains how you can ensure this doesn’t happen to...

Should you take investment advice from family and friends?

By Lettie Mzwinila on 29 Jul 2019

reading time: 9 mins

Your friends and family may offer you financial advice with good intentions, but you should be wary of basing your investment decisions purely on stories...

Trade wars

By Sandy McGregor on 29 Jul 2019

reading time: 18 mins

In recent months, we have observed increasing uncertainty and concern among our clients about what impact rising international tensions, particularly the tra...

Allan Gray Orbis Foundation: Nurturing high-impact individuals

By Yogavelli Nambiar on 29 Jul 2019

reading time: 11 mins

The focus of the Allan Gray Orbis Foundation is to cultivate an entrepreneurial mindset in South African youth. But this is not merely about producing...

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