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Sanlam Education Savings Plan

Sanlam Kenya

Last updated: April 16, 2026

|Last verified: Apr 16, 2026
★★★★★
0/5
Based on 0 Reviews
Interest Rate
N/A
Credit Limit
N/A
Approval Time
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Processing Fee
None

Rating Breakdown

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Total: 0 Reviews

Pros & Cons

Pros

  • 95% claims payout ratio (savings product)
  • Premium waiver on parent disability/death
  • Term aligned with school calendar
  • Bonus declarations on investment performance
  • Tax-exempt maturity under KRA rules

Cons

  • Early surrender forfeits full premiums
  • Returns tied to market performance
  • Long-term commitment (10+ years)

Customer Reviews

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Product Details

Features

  • Fund child education from pre-school to university
  • Guaranteed minimum sum assured at maturity
  • Bonus declarations from investment performance
  • Premium waiver on parent's death or disability
  • Maturity pays in school term alignment
  • Switch to tertiary plan at age 18
  • Surrender value after Year 5
  • Tax-exempt payouts per KRA rules

Eligibility Requirements

Age: 21 - 60 years

Required Documents

  • Parent ID
  • Child's birth certificate
  • Medical examination for parent
  • School admission confirmation (if applicable)
  • KRA PIN

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