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Skip Navigation LinksRetirement

Sanlam Benchmark 2023

Generating a Life of Confidence at Every Age

Innovate. Inspire. Engage

The future of retirement is changing and it’s critical that you stay ahead of the curve to make confident choices, whatever life stage you're in.

The annual Sanlam Benchmark™ Survey is one of the most referenced research papers in the retirement fund industry sharing insights on the issues and trends shaping the future of our employee benefits industry.

For over 40 years, the Sanlam Benchmark research has enabled retirement funds, employers, and intermediaries to empower their members to live, invest and retire with confidence.

Video

Benchmark 2023 insights

2023 Research Report

Sanlam Benchmark 2023 Insights Report - Download

Sanlam Benchmark 2023 Presentations

A message from the CEO

Kanyisa Mkhize - CEO: Sanlam Corporate
Presentation

Sanlam Umbrella Fund

David Gluckman - Chairman: Sanlam Umbrella Fund
Presentation

An update on the NHI implementation

Dr Katlego Mothudi - MD: Board of Healthcare Funders of Southern Africa BHF
Presentation

Private healthcare insights and trends

Mbali Khumalo - MD: Simeka Health
Presentation

The future of retirement: the possibilities and pitfalls of the two-pot retirement system

Lorraine Mekwa - Managing Executive: Client Experience, Sanlam Corporate
Marian Gordon - Principal Investment Consultant, Simeka Consultants & Actuaries
Presentation

The evolution of the member & introduction to member-led outcomes

Anna Siwiak - Head: Product Development, Sanlam Corporate: Umbrella Solutions
Presentation

Member-led outcomes: The members’ employment journey and beyond

Koketso Mahlalela - Head: Member Led Outcomes, Sanlam Corporate
Presentation

Future Customer - Unpacking the Alpha Generation

Ashley Singh - CIO: Sanlam Corporate
Presentation

 

 

Benchmark Eventshttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/benchmarkBenchmark EventsBrowse through all Benchmark events to get a bigger picture of past insights. You can also access, download and compare previous highlights and resources.View and download all the presentations, expert insights, research and resources presented at Sanlam Benchmark Events. http://www.sanlam.co.za/CoZaBannerImages/Benchmark%20Events%20Banner.jpg?RenditionID=5, /CoZaBannerImages/Benchmark Events Banner.jpg?RenditionID=5
Media Centrehttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentreMedia CentreHave a look at some insightful articles and content from the Sanlam Benchmark events over the years, expanding on retirement savings and funds in South Africa.Keep up to date with all the latest news related to the Sanlam Benchmark™ Survey with press releases and articles written by some of the industry’s finest leaders and innovators. You can also download visual infographics to add to your presentations.http://www.sanlam.co.za/CoZaBannerImages/BM_Infographic_banner.jpg?RenditionID=5, /CoZaBannerImages/BM_Infographic_banner.jpg?RenditionID=5
Our Historyhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/ourhistoryOur HistorySince 1981, Sanlam Benchmark has been delving into the retirement fund industry through comprehensive research. Our goal? To unearth the industry’s issues.The Sanlam Benchmark™ Survey was first conducted in 1981, and has since evolved into a respected survey. Find out how various stakeholders in the retirement fund industry have worked together to expand and develop the survey over the last few decades.http://www.sanlam.co.za/CoZaBannerImages/BM-Landing-Banner-2021.png?RenditionID=5, /CoZaBannerImages/BM-Landing-Banner-2021.png?RenditionID=5
Research Methodshttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/researchmethodsResearch MethodsThe Benchmark Survey aims to stimulate conversation, create opportunities for engagement, and help effect a positive outcome in retirement for South Africans.The Sanlam Benchmark™ Survey seeks to find information to address behavioural challenges in South Africa, while also improving the poor savings culture. Learn about our processes and how we go about understanding issues impacting retirement funding.http://www.sanlam.co.za/CoZaBannerImages/BM_ResearchMethod_banner.jpg?RenditionID=5, /CoZaBannerImages/BM_ResearchMethod_banner.jpg?RenditionID=5
Research Reportshttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/researchreportsResearch ReportsOur Benchmark research seeks to find information to address some of the behavioural challenges and aims to improve the poor savings culture in South Africa.Our research reports are compiled by experts in the field of retirement and employee benefits. With reports dating back to our very first event, which took place in 1981, you can access a world of valuable retirement information and industry insights.http://www.sanlam.co.za/CoZaBannerImages/BM_ResearchReport_banner.jpg?RenditionID=5, /CoZaBannerImages/BM_ResearchReport_banner.jpg?RenditionID=5

 

 

Benchmark Reveals What Keeps SA Up at Nighthttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/SANLAM BENCHMARK REVEALS WHAT’S KEEPING SA INC. AWAKE AT NIGHT.pdfBenchmark Reveals What Keeps SA Up at NightBenchmark Reveals What Keeps SA Up at Night2023-06-05T22:00:00ZGP0|#2d831847-5d1f-435a-969b-0adba123e9c2;L0|#02d831847-5d1f-435a-969b-0adba123e9c2|Media Releases;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
Millennial Needs a Focus in Employee Benefitshttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/SC_MR_Pre-Benchmark_Kanyisa_Final_01June23.pdfMillennial Needs a Focus in Employee BenefitsMillennial Needs a Focus in Employee Benefits2023-05-31T22:00:00ZGP0|#2d831847-5d1f-435a-969b-0adba123e9c2;L0|#02d831847-5d1f-435a-969b-0adba123e9c2|Media Releases;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
Benchmark 2023 on SA Inc. Healthcare in ICUhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/SC_190523_MR_Healthcare pre-article_Final_25May23.pdfBenchmark 2023 on SA Inc. Healthcare in ICUBenchmark 2023 on SA Inc. Healthcare in ICU2023-05-24T22:00:00ZGP0|#2d831847-5d1f-435a-969b-0adba123e9c2;L0|#02d831847-5d1f-435a-969b-0adba123e9c2|Media Releases;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
Sanlam Benchmark Research 2021 | Infographichttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Sanlam-Benchmark-Infographic.pdfSanlam Benchmark Research 2021 | InfographicSanlam Benchmark Research 2021 | Infographic2021-08-29T22:00:00ZGP0|#13c1d516-2312-446b-9217-91ecdfb773ba;L0|#013c1d516-2312-446b-9217-91ecdfb773ba|Infographic;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
10 Key findings from Sanlam's 2019 Benchmark researchhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/10 Key findings from Sanlam's 2019 Benchmark research.pdf10 Key findings from Sanlam's 2019 Benchmark research10 Key findings from Sanlam's 2019 Benchmark research2019-07-08T22:00:00ZGP0|#13c1d516-2312-446b-9217-91ecdfb773ba;L0|#013c1d516-2312-446b-9217-91ecdfb773ba|Infographic;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
Do you know where your retirement savings are investedhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Do_you_know_where_your_retirement_savings_are_invested.pdfDo you know where your retirement savings are investedDo you know where your retirement savings are invested2018-04-18T22:00:00ZGP0|#13c1d516-2312-446b-9217-91ecdfb773ba;L0|#013c1d516-2312-446b-9217-91ecdfb773ba|Infographic;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8

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