The annual Sanlam Benchmark™ Survey is one of the most referenced research papers in the retirement fund industry. Our main objective for the research is to provide insights which stimulate conversation, create meaningful opportunities for further engagement with industry stakeholders and ultimately help effect a positive financial outcome in retirement for South Africans.
This year the Sanlam Benchmark research considered the impact of COVID-19 specifically on the retirement fund industry. Human behaviour lies at the centre of decision-making and action. For decades we have seen the effect of not planning, saving and making the requisite financial changes in an attempt to avert a personal financial crisis at retirement.
Our approach to the Sanlam Benchmark research differed from previous years in that we did not conduct the annual tracking surveys with stand-alone retirement funds and participating employers in umbrella funds. As we found ourselves in uncharted territory, we had to be agile in our response to the unique information needs of not only our clients but also the broader retirement fund industry. For the purposes of this report, we also relied on a number of secondary research sources. Each has been appropriately credited throughout this report.
Feel free to download the speakers’ presentations. Presentation images have copyright restrictions. For information only, please do not reproduce images in any other form.
Download the Sanlam Benchmark 2020 Presentation
Download the Sanlam Benchmark 2020 Special Edition Booklet
Danie Van Zyl
The Sanlam Benchmark Symposium has been accredited by the FPI as a verified CPD activity, carrying 2 points. These points incorporate both FPI and FAIS requirements. The following can be allocated for CPD records:
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