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Sanlam UK – Accel SRI Model: Yellow

Sanlam UK – Accel SRI Model: Yellow

Type: Model portfolio available through the Sanlam portal

Aim: Growth by investing in a portfolio of ethical/socially responsible investment funds managed to the Accel risk profiler’s yellow benchmark

Minimum investment: Lump sum £1,000 for general investment account, Isa and onshore bond, £5,000 for personal pension

Investment split: 25% UK Government bond, 25% UK corporate bond, 20% cash, 15% UK equities, 12% developed market equities, 3% emerging market equities

Charges: Annual 1.05% plus 0.4% Sanlam portal product fee

Commission: Renewal 0.5%



MM Leader: Single-tied deals and servicing small pots

The growth of single-tie annuity deals should be treated with caution, although new thinking is required over how to economically service small pots. Openwork and Partnership recently announced a single-tie deal for standard and enhanced annuities which commits Partnership to offering top-five rates. Openwork will retain its whole-of-market referral service for clients with greater needs. […]


Will single-ties bind clients into poor annuities?

Product providers and advisers are lining up to attack single-tie annuity deals, warning they could damage adviser networks and potentially leave clients out of pocket. Last week, Partnership signed an agreement with Openwork which will see it become the sole provider of both standard and enhanced annuities to the network. As part of the agreement, […]


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