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Skip Navigation LinksRetirement

Sanlam Benchmark Survey

Thought leadership through fact-based insight

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.

2020 Benchmark™

The impact of COVID-19 has dramatically altered the state of our nation and shifted the landscape of employee benefits. Decision-makers require objective research-based insights to make sense of the present and to navigate retirement fund members and employees through a rising tide of financial uncertainty. Since 1981, the Sanlam Benchmark research has provided such insights to South Africa’s retirement funding community with a view to empowering stakeholders with data to guide decisions. At Sanlam we are taking the lead in responding to changing market forces by engaging stakeholders in the retirement fund industry. This special edition of the Sanlam Benchmark reflects on how corporates and retirement funds are coping with the impact of COVID-19 and their ability to remain financially resilient in a tough economic environment.

The insights gained from the research will be shared at the virtual Sanlam Benchmark Webinar on 8 July from 10h30 to 12h00.

 

 

Our Historyhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/ourhistoryOur HistoryThe Sanlam Survey was first conducted in 1981, and has since evolved into an extensive and much respected survey. Find out how the various stakeholders in the retirement fund industry have worked together to expand and develop the survey over the course of the last few decades.http://www.sanlam.co.za/CoZaBannerImages/BM_History_banner.jpg?RenditionID=5, /CoZaBannerImages/BM_History_banner.jpg?RenditionID=5
Research Methodshttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/researchmethodsResearch MethodsThe Sanlam Benchmark™ Survey seeks to find information to address some of the behavioural challenges in South Africa, while also improving the poor savings culture. Learn more about our research processes and how we go about understanding the various 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 research reports are compiled by highly experienced professionals both internally and externally – experts in the field of retirement and employee benefits. With reports dating back to our very first symposium, which took place in 1981, you have access to 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 Eventshttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/benchmarksymposiumBenchmark EventsView and download all the presentations, expert insights, research and resources presented at Sanlam Benchmark Events. For a big picture view of the past decade’s insights, you can also access, download and compare previous years’ symposium highlights and resourceshttp://www.sanlam.co.za/CoZaBannerImages/BM_Symposium_banner.jpg?RenditionID=5, /CoZaBannerImages/BM_Symposium_banner.jpg?RenditionID=5
Media Centrehttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentreMedia CentreKeep up to date with all the latest news and views 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 our wide range of 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

 

 

Here’s how many South Africans will be able to sustain their standard of living in retirementhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Here’s how many South Africans will be able to sustain their standard of living in retirement.pdfHere’s how many South Africans will be able to sustain their standard of living in retirementHere’s how many South Africans will be able to sustain their standard of living in retirement2019-07-08T22:00:00ZGP0|#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
Worried you'll outlive your moneyhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/00000_Worried-youll-outlive-your-money.pdfWorried you'll outlive your moneyWorried you'll outlive your money2018-04-09T22:00:00ZGP0|#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 survey finds financial stress pervasive amongst SA middle classhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/00123_BM survey finds financial stress pervasive amongst SA middle class.pdfBenchmark survey finds financial stress pervasive amongst SA middle classBenchmark survey finds financial stress pervasive amongst SA middle class2018-04-09T22:00:00ZGP0|#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
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
8 Reasons why advice is necessaryhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/8_Reasons_why_advice_is_necessary.pdf8 Reasons why advice is necessary8 Reasons why advice is necessary2018-04-09T22:00:00ZGP0|#13c1d516-2312-446b-9217-91ecdfb773ba;L0|#013c1d516-2312-446b-9217-91ecdfb773ba|Infographic;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
South African woman and retirementhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/South_African_woman_and_retirement.pdfSouth African woman and retirementSouth African woman and retirement2017-06-11T22:00:00ZGP0|#13c1d516-2312-446b-9217-91ecdfb773ba;L0|#013c1d516-2312-446b-9217-91ecdfb773ba|Infographic;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8

 Previous Symposiums

For more information on the Sanlam Benchmark™ Survey, simply complete the form on the right and we’ll get back to you.

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