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.
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Danie Van Zyl
Danie van Zyl
The theme for the 2020 Benchmark was Reading Between the Lines.
The theme for the 2019 Benchmark Symposium was Enabling Financial Resilience.
The theme for the 2018 Benchmark Symposium was Empowering Insights.
The theme for the 2017 Benchmark Symposium was Turning Hindsight into Foresight.
The theme for the 2016 Benchmark Symposium was Rethinking Retirement through a New Dimension.
The theme for the 2015 Benchmark Symposium was A Future Worth Saving.
The theme for the 2014 Benchmark Symposium was Retire Another Day.
The theme for the 2013 Benchmark Symposium was Day One.
The theme for the 2012 Benchmark Symposium was Saving Heroes.