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Research Reports

Access a world of data and information

The Sanlam Benchmark™ research reports and databooks date back to 1981, and it’s important to understand that there is distinct difference between each of the four reports. The stand-alone survey was first conducted in 1981 as this was the only fund type at the time and the funds were structure according to a Defined Benefit (DB) basis. The Defined Contribution funds were only introduced in 1996, whereas the active member survey was added to the Benchmark™ Survey in 2008 and the Umbrella fund survey a year later in 2009. Lastly, the pensioner component was introduced in 2010, but since there wasn’t sufficient movement or change in the data year on year, the decision was made to stop interviewing pensioners after 2016.

Difference between databooks and research summary reports

  • Databook: A graphic and tabular representation of questions and answers for each of the surveys.
  • Research Summary Report: A collective of the insights generated from the raw data coupled with each of the author’s explicit views of the impact of research outcomes on any of the retirement fund stakeholders.

Survey Benefits

Market research is a formalised means of obtaining information to influence decision-making. Our research seeks to find information to address some of the behavioural challenges and aims to improve the poor savings culture in South Africa.

Year Theme Report
2020 Sanlam Benchmark Special Edition Booklet Download report
2019 Enabling Financial Resilience Download report
2018 Empowering Insights Download report
2017 Hindsight/Foresight Download report
2016 Rethinking Retirement through a New Dimension Download report
2015 A Future Worth Saving Download report
2014 Retire Another Day Download report
2013 When One Day Becomes Day One Download report
2012 The Retirement Industry Needs Heroes More Than Ever Download report
2009 Balancing Opportunity with Protection Download report
Year Theme Report
2019 Enabling Financial Resilience Download report
2018 Empowering Insights Download report
2017 Hindsight/Foresight Download report
2014 Retire Another Day Download report
2013 When One Day Becomes Day One Download report
2011 Shaping the Future of the Retirement Fund Industry Download report
2010 Shaping the Future of the Retirement Fund Industry Download report
Year Theme Report
2019 Enabling Financial Resilience Download report
2018 Empowering Insights Download report
2017 Hindsight/Foresight Download report
2016 Rethinking Retirement through a New Dimension Download report
2015 A Future Worth Saving Download report
2014 Retire Another Day Download report
2013 When One Day Becomes Day One Download report
2011 Shaping the Future of the Retirement Fund Industry Download report
2010 Shaping the Future of the Retirement Fund Industry Download report
Year Theme Report
2017 Hindsight/Foresight Download report
2015 A Future Worth Saving Download report
2014 Retire Another Day Download report
2013 When One Day Becomes Day One Download report
2011 Shaping the Future of the Retirement Fund Industry Download report
2010 Shaping the Future of the Retirement Fund Industry Download report
2009 Annual Survey of Retirement Benefits in South Africa Download report
2008 Annual Survey of Retirement Benefits in South Africa Download report
Year Theme Report
2016 Rethinking Retirement through a New Dimension Download report
2015 A Future Worth Saving Download report
2014 Retire Another Day Download report
2013 Retire Another Day Download report
2011 Shaping the Future of the Retirement Fund Industry Download report
2010 Shaping the Future of the Retirement Fund Industry Download report

 

 

Media Centrehttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/mediacentreMedia CentreHave a look at some insightful articles and content from the Sanlam Benchmark events over the years, expanding on retirement savings and funds in South Africa.Keep up to date with all the latest news 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 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
Our Historyhttp://www.sanlam.co.za/corporate/retirement/benchmarksurvey/ourhistoryOur HistorySince 1981, Sanlam Benchmark has been delving into the retirement fund industry through comprehensive research. Our goal? To unearth the industry’s issues.The 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 Benchmark Survey aims to stimulate conversation, create opportunities for engagement, and help effect a positive outcome in retirement for South Africans.The 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 Benchmark research seeks to find information to address some of the behavioural challenges and aims to improve the poor savings culture in South Africa.Our 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/benchmarkBenchmark EventsBrowse through all Benchmark events to get a bigger picture of past insights. You can also access, download and compare previous highlights and resources.View 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

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