BENCHMARK Symposium 2011

CREATING THE CONSUMER

How to Make Retirement Relevant to the NOW Generation

Why do users choose one product over another? What draws people to particular brands? Consumerism is defined as the tendency of people to identify strongly with goods or services they consume. From an industry perspective it’s about selling people what they want rather than a redundant notion of what they ought to have.

Modern day consumers are more educated, more discerning. Globalisation and the Internet have meant that most information is just a mouse-click away. What’s more, social networking (like Twitter and Facebook) and online review forums and blogs have meant that people are starting to rate peer evaluation over traditional advertising.  Read more ....

From Member to Consumer BENCHMARK SYMPOSIUM Where the future of the retirement industry is shaped.

 

Click on the relevant link to download a pdf version of a speaker's cv (linked to name) or presentation (linked to topic).

 

Dawie de Villiers: CEO of Sanlam Structured Solutions
Last year on Benchmark Symposium Live

 

Wagieda Suliman: Market Intelligence Consultant
30 years of researching a moving target

 

Johan van der Merwe: Chief Executive: Sanlam Investments
There’s no point in keeping this all to ourselves

 

Danie van Zyl: Head: Guaranteed Investments, Sanlam Structured Solutions
If you believe in the law of averages

 

David Gluckman: Managing Director of Sanlam Umbrella Solutions
Have we got the focus wrong?

 

Nersan Naidoo: CEO of Sanlam Multi Managers International & Phillip Mjoli: Head: Institutional Business Development
Get the clippers out we have a hedge fund to trim

 

Phelisa Ngonyama: Head of Institutional, Sanlam Employee Benefits
Did someone forget to tell the members what’s going on?

 

Ilizma De Kock: Head: RFA Sanlam Umbrella
The communication paradigm shift - from apathy to enthusiasm

 

Victor Kambule: Regional Manager, Distribution Support
Learning from those who never learned

 

Bruce Whitfield: Financial Guru / Ace Conference Facilitator / MC & Speaker /
TV Presenter / Voice-over Artist
The death of retirement

 

Viresh Maharaj: Group Risk Actuary, Sanlam Group Risk
There’s no smoke without fire

 

Steven Burgess:
BScBA (Marketing) - Ohio State, PhD (Marketing) - Witwatersrand
Professor of Business Administration in Marketing - UCT Graduate School of Business
Don’t expect consumers to behave the way you think they should

 

Johan van Zyl: Group CEO of Sanlam
Live for today and worry about tomorrow... tomorrow!

 

Kobus Hanekom: Head of General Consulting, Simeka Consultants and Actuaries

Begin with the end in mind

BENCHMARK Symposium 2010 

Tomorrow will be decided today.

It’s the 12th of November 2010, a day when the Government announced the creation of a new portfolio and the appointment of a Minster of Pensions. For many, it is a step taken too late as they deal with a legacy that has left breadwinners now unable to afford bread, but for millionsmore there is now hope for the future.

 

For our new Minister, there are hard days ahead. Days filled with tough questions – the type of questions we are here to ask today. We have the power to change the powers-that-be, and we are the ones who will decide how we can change things for the 95 out of every 100 South Africans who will face a retirement in poverty.

 

Pensioners have marched on Parliament. Petitions have been signed. The country has asked the hard questions and now the best and brightest in the retirement industry have gathered together under one roof to answer them. It’s time to set the benchmark and change the South African retirement industry forever.

 

What if we had the power to change the powers-that-be...? BENCHMARK SYMPOSIUM Where the future of the retirement industry is shaped.

 

Click on the relevant link to download a pdf version of the presentation:

Subject	Presenter
A good move or a knee-jerk reaction? ...commentary on the recent appointment of a Minister of Pensions	Elias Masilela:  Head of Sanlam’s Policy Analysis Unit
Getting meaningful data ... the substance behind the 2010 Benchmark retirement industry survey	Wagieda Suliman:  Head of Institutional Research
Better or worse off? ... key results from the 2010 Benchmark retirement industry survey	Danie van Zyl:  Head of Guaranteed Investments at Sanlam
Investment performance ... have Multi-Managers delivered the goods?	Nersan Naidoo:  CEO of Sanlam Multi Manager International
Have we overlooked the needs of 60% of South Africans?”	Viresh Maharaj:  Chief Actuary at Sanlam Group Risk
“Governance, King III and the issues faced by a typical fund”	Kobus Hanekom:  Head of General Consulting at Simeka
“A health check for umbrella funds ... key results from the 2010 Benchmark retirement industry survey”	David Gluckman:  Managing Director of Sanlam Umbrella Solutions
“Unique insight into the member and pensioner perspective ... key results from the 2010 Benchmark retirement industry survey”	Dawie de Villiers:  CEO of Sanlam Structured Solutions
The Sanlam Group in perspective	Johan van Zyl:  Sanlam Group CEO
How do we shape the future?	Elias Masilela:  Head of Sanlam’s Policy Analysis Unit

 

BENCHMARK Symposium 2009

 

Click on the relevant link to download a pdf version of the presentation:

Subject	Presenter
Setting the scene (pdf 389kb)	Paul Myeza
Sanlam Group Overview (pdf 6.77mb)	Johan van Zyl
Survey Reality Check 2009 Results (pdf 4.09mb)	Dawie de Villiers
Investment Reality Check The "new" normal versus back to basics (pdf 2.26mb)	Armien Tyer
Reform Reality Check National Social Security System (NSSS) versus Free-market Retirement Reform  (pdf 3.51mb)	David Gluckman
Post Retirement Reality Check Short sighted planning versus longer term living (pdf 6.58mb	Karen de Kock
International Speaker Public Pension System: Objectives and Design Alternatives (pdf 1.76mb)	Ole Settergren Head Secretary: Social Insurance Agency Swedish Ministry of Health & Social Affairs
Panel Discussions
Balancing Opportunity with Protection (pdf 286kb)	Elias Masilela
Investing Across Business Cycles (pdf 681kb)	Jarred Glansbeek
Consequences of the Global Economic crisis - Early reflection for SA (pdf 603kb)	Haroon Bhorat
The impact of monetary policy on saving (pdf 781kb)	Johan van den Heever

BENCHMARK Symposium 2008

Click on the links below to download the presentations from the 2008 Symposium:

 

• Annual Survey of Retirement Benefits in South Africa (721Kb, PDF)
  

• Automatic or manual transmission?… Active vs. Passive management' (7 612Kb, PDF)
  Anet Ahern, CEO Sanlam Multi Manager International
  

• Freeway or Toll Road … getting the engineering right (2 320Kb, PDF)
  Dr. David McCarthy, Imperial College London 
  

• Recalculating Industry Direction (10 778Kb, PDF)
  Dawie de Villiers, CEO Sanlam Structured Solutions
  

• Is there enough fuel for the journey? (5 800Kb, PDF)
  Elias Masilela, Chief Strategist Financial Sector Developments
  

• A look at the numbers that define our position and direction (3 200Kb, PDF)
  Johan van Zyl, CEO Sanlam Group 
  

• Retiring Comfortably; Keeping the Promise of Old Age Security (257Kb, PDF)
  Elias Masilela, Chief Strategist Sanlam Employee Benefits Financial Sector Developments

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