Innovative ‘Sanlam on Demand’ service to offer free virtual financial consultations

10 August 2020
  • Sanlam UK launches no obligation, 30-minute virtual financial planning consultations

  • Same-day call back with a Sanlam financial planner or portfolio manager

  • Consultations can be requested on retirement, inheritance, investments, protection or for simply getting finances in order

  • Sanlam to make use of virtual communication platforms such as Zoom, Facetime or Skype

London – Sanlam UK today announces the launch of the innovative Sanlam on Demand service offering no-obligation, virtual consultations with its expert finance professionals on everything from retirement planning to investment management.

Sanlam on Demand offers direct, face-to-face access to Sanlam services in a virtual environment - via software such as FaceTime, Zoom, Teams or Skype - providing convenient, timely and cost-effective financial planning support.

The consultations, lasting around 30 minutes, offer a same-day call back with a named Sanlam financial planner or portfolio manager.

Consultations will cover five areas:

  • Planning for retirement

  • Getting my finances in order

  • Inheritance planning

  • Protection

  • Managing my investments

John White, CEO of Sanlam’s Wealth Management division, said:The covid-19 pandemic has not only changed the way we work, it’s also changed the way we think about our finances and our ability to achieve our future financial objectives. Sanlam on Demand has been developed as a direct result of the ‘new normal’ we all find ourselves in, providing people with direct access to expert financial guidance from the comfort of their own home.

“Giving people face-to-face access to the person managing their money is an important part of our service, and in developing Sanlam on Demand we were determined to retain all the positives of our proposition, but do so in a virtual and socially distanced manner.

“In these uncertain times, its essential people have their finances in order and understand their levels of financial resilience. Sanlam on Demand is designed to provide exactly this, helping people with their financial plan and enabling them to look forward with confidence.”   

Organising a consultation is fast and straight-forward. Individuals just need to complete a short form with their name, region in which they live, broad level of wealth/investments, the service of interest, and a convenient date and time for Sanlam professional to call.
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