Sanlam UK launches virtual consultation service

Sanlam UK has announced the launch of its ‘Sanlam on Demand’ service which offers no-obligation, virtual consultations with expert finance professionals.

The adviser’s new service offers direct, face-to-face access to Sanlam services virtually – via software such as FaceTime, Zoom, Teams or Skype – to provide financial planning support on anything from retirement planning to investment management.

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

Sanlam’s Wealth Management division CEO, John White, suggested that the COVID-19 pandemic has not only changed the way we work, but 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,” White said.

“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, it is 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.”

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