For SanlamHead: Group Communication Ainsley MoosSenior manager: Communication, Sanlam Segment Solutions Esann de KockCommunications manager: Sanlam Investments Thaniah ToefyContent manager Trudie MyburghAddress Sanlam Head Office, 2 Strand Road, Bellville, South Africa

For New Media PublishingEditorial contributors Janine Oelofse, Ami Kapilevich, Vanessa Rogers, Pieter Vermaak, Sybrandus Adema, Elmi Gous, Marie Opperman, Cathy Dippnall, Loraine West, Linda Uys Art direction and design Christopher Evans, Nita Nagar, Carlyle MederAccount director Melissa CummingContent director Adelle Horler

Business development director Andrew NunneleyPrinter CTP WebPublished for Sanlam by New Media Publishing Address New Media House, 19 Bree Street, Cape TownTelephone 021 417 1111

Cover illustrationGetty Images

PERSONALFINANCE

July 2013

English

FINANCEFINANCEFINANCETOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF TOOLS OF THE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADETHE TRADESanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training SanFin training unveiledunveiledunveiledunveiledunveiledunveiledunveiledunveiledunveiledunveiledSanFin training unveiledSanFin training SanFin training unveiledSanFin training SanFin training unveiledSanFin training SanFin training unveiledSanFin training SanFin training unveiledSanFin training

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CRITICAL RETIREMENT PLANNING MATTERS TO DISCUSS WITH YOUR CLIENTS

KOMKAMP Istanbul &

Amsterdam photos

TWO ADELAARS // CLUB IZIKHULU QUALIFIERS // KOMKAMP CONVENTION FRONTRUNNERS

How are WE faring? What role do YOU play?

PERSONALFINANCE

July 2013

English

WIN A WOOLWORTHSGIFT VOUCHER

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THE BUSINESS 2 In the news We introduce you to new management members and bring you the latest on Glacier, the BlueStar conference, the Innovator Programme and important Distribution news.

4 SanFin How the training will be tailored to fit your needs

6 TCF A recent survey shows staff awareness of TCF is high

8 Benchmark Survey Latest survey gives key insight into critical retirement needs

10 Sanlam Sky Solutions See how you can enjoy the best of both worlds

11 SFA charter Putting clients first

14 BlueStar How to make a niche market work for you

THE PEOPLE 7 Case study Award-winning financial planner Hannes Scheepers discusses

his methods for success

12 Q&A Corrie Pieterse has ‘Mastered’ the art of communication

between advisers and clients

16 Komkamp Top performers in SFA and Broker Distribution share their

Istanbul and Amsterdam photos

20 Takalani Sesame See how Takalani Sesame is helping Sanlam expand its

marketing footprint

22 Woordfees Sanlam’s sponsorship of this annual event has positively

reinforced the brand for its target audience

23 My story Sindisa Dunga takes Sanlam’s values to his vocational advice

foundation

24 Adelaars Chris Groenewald and Dorothy Davies prove dreams can

come true

26 Results The latest Adelaars, Eagles and Komkamp Convention frontrunners

30 The month in pictures See who have been out and about this month

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How does Takalani enhance Sanlam’s business? SEE PAGE 20

InsideSanlam Personal Finance is the monthly magazine for SPF. Do you have news or any

comments? We welcome your input – send your emails to insidesanlam@sanlam.co.za