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Benchmark 2021

Impactful Research, Compelling Insights

The Sanlam Benchmark Survey has proved its value and worth, making it the pioneering study that it is. Since 1981, we’ve been delving deeply into the retirement fund industry through a comprehensive and rigorous research process. Our 2021 research looks back at probably one of the most profound events in recent human history, coming at a cost to members and financial institutions.

Every year we monitor the financial impact of socio-economic conditions on the living standards of members and retirees. For this reason, our research includes a combination of qualitative and quantitative fieldwork. Over the past year we have had 534 structured conversations with our stakeholders, with the Benchmark research at the centre of insights development. The 2021 survey also evaluated attitudes towards a holistic integrated health and financial wellness offering, and this concept appears to have considerable support.

Feel free to download the speakers’ presentations. Presentation images have copyright restrictions. For information only, please do not reproduce images in any other form.

Presentations

Find out what the experts had to say.

Other Benchmarks

Access info for other years.

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

Video

Sanlam Benchmark 2021

Sanlam Benchmark 2021 Q&A


Sanlam Benchmark 2021 Q&A Sheet

Other Benchmarks

2021 Benchmark

The theme for the 2021 Benchmark was Impactful Research, Compelling Insights.
 

2020 Benchmark

The theme for the 2020 Benchmark was Reading Between the Lines.
 
 

2019 Benchmark

The theme for the 2019 Benchmark was Enabling Financial Resilience.
 
 

2018 Benchmark

The theme for the 2018 Benchmark was Empowering Insights.
 
 

2017 Benchmark

The theme for the 2017 Benchmark was Turning Hindsight into Foresight.
 
 

2016 Benchmark

The theme for the 2016 Benchmark was Rethinking Retirement through a New Dimension.
 

2015 Benchmark

The theme for the 2015 Benchmark was A Future Worth Saving.
 
 

2014 Benchmark

The theme for the 2014 Benchmark was Retire Another Day.
 
 

2013 Benchmark

The theme for the 2013 Benchmark was Day One.
 
 

2012 Benchmark

The theme for the 2012 Benchmark was Saving Heroes.
 
 

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