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Skip Navigation LinksRetirement

Sanlam Benchmark

Impactful Research, Compelling Insights

The annual Sanlam Benchmark™ Survey is one of the most referenced research papers in the retirement fund industry. For 40 years, Sanlam Benchmark research has enabled retirement funds, employers and intermediaries to empower their members to live and retire with confidence.

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Sanlam Benchmark 2021

2021 Research Reports

Sanlam Benchmark 2021 Insights Report - Download

Sanlam Benchmark 2021 Combined Databook - Download

Sanlam Benchmark 2021 Presentations


An impactful 40 years

Kanyisa Mkhize - Chief Executive Officer: Sanlam Corporate

Presentation

Research: Charting new territory

Rigitte van Zyl - Chief Client Officer : Sanlam Corporate

Lorraine Mekwa - Business Development Manager, Investments: Sanlam Corporate

Presentation

Infrastructure – Investing with purpose

Darryl Moodley - Head: Tailored Investments: Sanlam Corporate

Presentation

Risk: Evolving to survive

Michele Jennings - Chief Executive Officer: Group Risk: Sanlam Corporate

Presentation

Advice: Beyond the shifting landscape

Barend le Grange - Head: Individual Member Support & Business Intelligence: Sanlam Corporate

Presentation

The more things change - unpacking the movements in the retirement funding industry

Avishal Seeth - Head: Umbrella Solutions: Sanlam Corporate

Presentation

Sanlam Benchmark 2021 Q&A


Sanlam Benchmark 2021 Q&A Sheet

 

 

Our Historyhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/ourhistoryOur HistoryThe 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 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 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 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. http://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

 

 

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
Standalone retirement funds indicate they will invest on average 6.6% in infrastructure investments – but is this enough?http://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Infrastructure_Investments.pdfStandalone retirement funds indicate they will invest on average 6.6% in infrastructure investments – but is this enough?Standalone retirement funds indicate they will invest on average 6.6% in infrastructure investments – but is this enough?2021-06-13T22:00:00ZGP0|#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
The devastating impact of COVID-19 on retirementhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/The_devastating_impact_of_COVID-19_on_retirement_MM.pdfThe devastating impact of COVID-19 on retirementThe devastating impact of COVID-19 on retirement2021-06-08T22:00:00ZGP0|#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
Far too many South Africans retiring as paupershttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Far_too_many_South_Africans_retiring_as_paupers_surveys.pdfFar too many South Africans retiring as paupersFar too many South Africans retiring as paupers2020-07-12T22:00:00ZGP0|#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
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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