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Sanlam Benchmark

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.

Sanlam Benchmark 2020

Read Between the Lines

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

Video

Benchmark 2020 | Read Between the Lines

Insights Videos

See How Our Experts are Navigating Challenges

Escaping the Debt Trap

Ayanda Ndimande

Grabbing Investment Opportunities

Solly Tsie

Retirement Upset

Roenica Tyson

Disability Insurance

Michelle Jennings

Retirement Survived

Danie Van Zyl

Saving in a Volatile Environment

Danie Van Zyl

Humanising Work

Matete Lerutla

Individual Membership Engagement

Justin Jacobs

Lessons from Lockdown

Riaan Botha

Navigating Markets

Darryl Moodley

Rise of Digital Adoption

Tebogo Legodi

Understanding Profit Annuity

Karen Wentzel

Unlocking SA’s economy

Mervyn Shanmugam

The role of smoothing in living annuities

Danie van Zyl

Sanlam Lifestage Investment Strategy

Darryl Moodley

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CPD Process

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:

CPD Category Technical
COB Category Investment | Pension Fund Benefits
CPD activity name 2020 Virtual Sanlam Benchmark Symposium
Mode of delivery Online
Financial Planning Asset Management | Risk Management | Practice Management
Financial Advice Investments & Investment Risk | research method, Problem solving & Report writing | Pension & Retirement
Component Points allocated 2 CPD Points/Hours
FPI Approval No: FPI20070050

Follow the steps below to claim CPD points:

  1. Watch the 2020 Sanlam Benchmark video
  2. Complete the short multiple choice assessment around the video and score a minimum of 60%
  3. Upon successful completion of the assessment, your CPD certificate will be generated.

 

 

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

 

 

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
Using retirement savings to cope with lockdownhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/People_are_tuning_to_retirement_savings_to_cope_with_lockdown.pdfUsing retirement savings to cope with lockdownUsing retirement savings to cope with lockdown2020-07-12T22:00:00ZGP0|#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
Barend le Grange | Proper retirement benefits counselling could change your lifehttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Proper_retirement_benefits_counselling_could_change_your_life.pdfBarend le Grange | Proper retirement benefits counselling could change your lifeBarend le Grange | Proper retirement benefits counselling could change your life2020-01-20T22:00:00ZGP0|#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
Are you taking care of your future selfhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentre/Documents/Forms/DispForm.aspx?ID=89Are you taking care of your future selfAre you taking care of your future self2018-04-09T22:00:00ZGP0|#13c1d516-2312-446b-9217-91ecdfb773ba;L0|#013c1d516-2312-446b-9217-91ecdfb773ba|Infographic;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8

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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