Retirement funds
Retirement fund bulletins
The Board of Trustees communicates important information to members via Retirement Fund Bulletins. Sign up to be notified when our latest bulletins are available.
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Default provisions
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| Default investment portfolio (ENG) | ||
| Default investment portfolio (AFR) | ||
| Default preservation and portability (ENG) | ||
| Default preservation and portability (AFR) | ||
| Annuity strategy (ENG) | ||
| Annuity strategy (AFR) |
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Default investment portfolio (ENG)
Default investment portfolio (AFR)
Default preservation and portability (ENG)
Default preservation and portability (AFR)
Annuity strategy (ENG)
Annuity strategy (AFR)
Investment Policy Statement
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| Central Provident Fund Investment Policy Statement (ENG) | ||
| Central Retirement Annuity Fund Investment Policy Statement (ENG) | ||
| Sanlam Linked Retirement Annuity Fund Investment Policy Statement (ENG) | ||
| Sanlam Preservation Pension Fund Investment Policy Statement (ENG) | ||
| Sanlam Preservation Provident Fund Investment Policy Statement (ENG) |
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Central Provident Fund Investment Policy Statement (ENG)
Central Retirement Annuity Fund Investment Policy Statement (ENG)
Sanlam Linked Retirement Annuity Fund Investment Policy Statement (ENG)
Sanlam Preservation Pension Fund Investment Policy Statement (ENG)
Sanlam Preservation Provident Fund Investment Policy Statement (ENG)
Trustee information
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| Duties of the trustees (ENG) | ||
| Duties of the trustees (AFR) | ||
| Profile of Trustees (ENG) |
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Duties of the trustees (ENG)
Duties of the trustees (AFR)
Profile of Trustees (ENG)
Retirement Fund Reform
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| Regulatory changes affecting provident fund benefits from 1 March 2021 (ENG) |
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Regulatory changes affecting provident fund benefits from 1 March 2021 (ENG)
Other
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| Transfer of partial interest between retirement annuity Funds (ENG) | ||
| The Value of Advice (ENG) | ||
| The Value of Advice (AFR) | ||
| Benefits of conversion (ENG) | ||
| Benefits of conversion (AFR) | ||
| Income Strategy (ENG) | ||
| Income Strategy (AFR) | ||
| Death of a member (ENG) | ||
| Regulation 28 bulletin (ENG) | ||
| Regulation 28 bulletin (AFR) | ||
| TCF Message (ENG) | ||
| TCF Message (AFR) | ||
| Beware of Delayed Tax Penalty (ENG) | ||
| Beware of Delayed Tax Penalty (AFR) | ||
| Sanlam Board objectives, duties and governance (ENG) |
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Transfer of partial interest between retirement annuity Funds (ENG)
The Value of Advice (ENG)
The Value of Advice (AFR)
Benefits of conversion (ENG)
Benefits of conversion (AFR)
Income Strategy (ENG)
Income Strategy (AFR)
Death of a member (ENG)
Regulation 28 bulletin (ENG)
Regulation 28 bulletin (AFR)
TCF Message (ENG)
TCF Message (AFR)
Beware of Delayed Tax Penalty (ENG)
Beware of Delayed Tax Penalty (AFR)
Sanlam Board objectives, duties and governance (ENG)