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Sanlam Benchmark

Healthcare. Wealthcare. Selfcare.

As we envision a new tomorrow, caring about our health and protecting our current and future financial state has never been more important.

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

Sanlam Benchmark 2022

2022 Research Reports

Sanlam Benchmark 2022 Insights Report - Download

Sanlam Benchmark 2022 Combined Databook - Download

Sanlam Benchmark 2022 Presentations


Unfolding a new tomorrow through research and insights

Rigitte van Zyl - Chief Client Officer, Sanlam Corporate

Lorraine Mekwa - Business Development Manager, Sanlam Corporate: Investments

Presentation

Envision a new tomorrow... The convergence of Healthcare and Life insurance

Michele Jennings - CEO: Sanlam Group Risk

Gary Allen - Chief Executive, Sanlam Health Solutions

Presentation

Through the looking glass

Nzwa Shoniwa - Managing Executive, Sanlam Umbrella Solutions

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

 

 

2022 Benchmark Survey – Consumer Findingshttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/2022 Sanlam Benchmark Survey.pdf2022 Benchmark Survey – Consumer Findings2022 Benchmark Survey – Consumer Findings2022-06-13T22:00:00ZGP0|#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
Holistic Care Central in Employee Benefitshttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Holistic care now front and centre in employee benefits.pdfHolistic Care Central in Employee BenefitsHolistic Care Central in Employee Benefits2022-06-13T22:00:00ZGP0|#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
Retirement Funds Positioned to Drive ESGhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Power and influence - Retirement funds are uniquely positioned to drive ESG.pdfRetirement Funds Positioned to Drive ESGRetirement Funds Positioned to Drive ESG2022-06-13T22:00:00ZGP0|#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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