Sanlam UK has launched an on-demand service offering virtual consultations with its finance professionals as the firm looks to tap into the advice market.
Sanlam on Demand offers direct, face-to-face access to services in a virtual environment, via software such as FaceTime, Zoom, Microsoft Teams or Skype, providing financial planning support.
The consultations, lasting around 30 minutes, also involve a same-day call back with a Sanlam financial planner or portfolio manager.
Consultations will cover five areas:
- Planning for retirement;
- Getting my finances in order;
- Inheritance planning;
- Protection; and
- Managing my investments.
New normal
John White, chief executive 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.”
