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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.

Presentations

Find out what the experts had to say.

Other Benchmarks

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Presentations

Presentation Images have copyright restrictions. For information only, please do not reproduce images in any other form.

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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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Other Benchmarks

2020 Benchmark

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

2019 Benchmark

The theme for the 2019 Benchmark Symposium was Enabling Financial Resilience.
 

2018 Benchmark

The theme for the 2018 Benchmark Symposium was Empowering Insights.
 

2017 Benchmark

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

2016 Benchmark

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

2015 Benchmark

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

2014 Benchmark

The theme for the 2014 Benchmark Symposium was Retire Another Day.
 
 

2013 Benchmark

The theme for the 2013 Benchmark Symposium was Day One.
 
 

2012 Benchmark

The theme for the 2012 Benchmark Symposium was Saving Heroes.
 
 

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