Financial Planning | Wills, Trusts and Estates

About beneficiary care
Why choose us
Beneficiary care
Our trustees

Why beneficiary care is important

Beneficiary care involves the establishment of trusts and the selection of trustees, all overseen by a reliable trust administrator, to ensure that the needs, interests, and well-being of your beneficiaries are met.

It takes proactive steps towards protecting and supporting the individuals designated as beneficiaries in your estate, trust, retirement and pension accounts, Sanlam Protector Umbrella Trust, Guardian Trust, life insurance policy, or other sources of funds and assets.

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Why choose us

Why use Sanlam Trust

Principal officers of pension funds take comfort from the governance and oversight provided by an Independent Board of Trustees. The use of independent asset consultants to design and implement investment strategies and monitor the performance of asset managers. It’s an important element in governance and oversight and ensures that we meet our obligations to beneficiaries. Sanlam Trust builds a personal relationship with small dedicated teams to administer the trusts and work with our beneficiaries through the years. We advocate for putting the best interests of our beneficiaries first.

With a dedication to communication, education, and proactive planning, we empower beneficiaries to navigate their financial journey with confidence and security. At Sanlam Trust, we are honoured to serve as stewards of your legacy, guiding beneficiaries toward a prosperous future.

Benefits

Served by a small dedicated team

Your beneficiary’s needs come first

We are audited and reputable

Growth through daily investment pricing

Trusted by pension funds and institutions

Caring for our beneficiary

We look out for a beneficiary’s financial wellbeing and take care to have their daily, weekly, and monthly needs met. We help the guardian look after a beneficiary with things like, groceries, education, medical expenses, special needs, and asset protection. As our beneficiary grows into adulthood, they will journey alongside us. Here's an outline of what that journey will entail:

Onboarding
We will onboard the beneficiary and the nominated guardian(s) and provide a detailed breakdown of what to expect and how the trust runs.
Financial needs
We help the guardian see to the daily, weekly and monthly needs of the beneficiary.
Invest
Invest money optimally for the best outcome for your beneficiary in terms of their risk profile.
Adulthood
Help financially to navigate your beneficiary to becoming an adult.