Strategy
Sanlam has had a long and enormously fruitful partnership with Ubuntu-Botho for 20 years, creating value for Sanlam shareholders and benefitting millions of beneficiaries in South Africa. The partnership has become very strategic over time and supported the development of the Sanlam franchise in the South African market. Sanlam has been strengthened through the extension of its strategic partnership for a further 10 years to 31 December 2034. There are no capital impacts from the renewal of this partnership. Sanlam is delighted to have a strategic partner in Ubuntu‑Botho for the future development of the group’s business and to support our transformation of South African financial services.
Sanlam further deepened its strategic partnership with Ubuntu‑Botho during 2024, after swapping its 25% shareholding in the investment arm of Ubuntu‑Botho, African Rainbow Capital Financial Services Investments (ARC FSI) for a 25% stake in ARC Financial Services Holdings (ARC FSH). Sanlam has benefited significantly from its holding in ARC FSI over recent years, both through strong growth in value of the investments as well as strategic leverage of assets such as Capital Legacy. This transaction allows Sanlam to leverage the capabilities of Tyme Bank to deliver services to the group’s customers in future years.
In 2023 the group announced the formation of a joint venture with Allianz to create the largest insurance group on the continent outside of South Africa. During 2024 SanlamAllianz made substantive progress in its first year of operation, completing several major integrations and delivering strong financial performance and growth. Sanlam transferred its Nambian business into the joint venture and Allianz has decided to exercise their option to increase its shareholding in the joint venture to 49%.
Following Sanlam’s R6,6 billion acquisition of Assupol in September 2024, Sanlam has started integrating Assupol fully into the group and in early 2025 the executive team of Assupol became part of Sanlam’s retail mass executive team. The group has focused on preserving customer value and is confident that during 2025 the integration of the business and its people will be complete.
In February 2025, Sanlam announced an agreement to partner with Fedhealth as its single open medical scheme provider. This follows Sanlam’s investment in Afrocentric in May 2023 which forms part of the group’s strategy to provide a holistic and differentiated healthcare offering in South Africa. The group will support the development of affordable and high-quality health solutions as part of our offering to the South African consumer.