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Sanlam Benchmark Survey

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.

Download the Sanlam Benchmark 2019 Combined Databook

Download the Sanlam Benchmark 2019 Research Summary

Download the Sanlam 2019 Cyber Resilience Benchmark

2019 Benchmark™

This year the Sanlam Benchmark research included an exploration of the concept of financial resilience through the lens of retirement funding. Financial Resilience is the ability to withstand events that impact one's income and/or assets while being able to take advantage of opportunities for growth. Some financially stressful events, such as death, disability, divorce, health problems and retirement affect people in different ways.

Financial resilience is not just a concept; for individuals it is a way of empowering them to be in control of their lives and to help them feel more financially secure.

Feel free to download the speakers' presentations. Presentation images have copyright restrictions. For information only, please do not reproduce images in any other form. You will need Adobe Acrobat Reader to view these files. If you don’t have it installed, download a free copy of the software.

Presentations

Viresh Maharaj Download PDF
Barend le Grange Download PDF
Tebogo Legodi Download PDF
Michele Jennings Download PDF
Avishal Seeth & Elrina Wessels Download PDF
David Gluckman Download PDF

 

 

Benchmark Eventshttp://www.sanlam.co.za/institutional/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/institutional/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
Our Historyhttp://www.sanlam.co.za/institutional/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 Reportshttp://www.sanlam.co.za/institutional/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
Research Methodshttp://www.sanlam.co.za/institutional/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

 

 

Appropriate defaults member choice critical to successful retirementhttp://www.sanlam.co.za/institutional/retirement/benchmarksurvey/mediacentre/Documents/00000_Appropriate defaults member choice critical to successful retirement.pdfAppropriate defaults member choice critical to successful retirementAppropriate defaults member choice critical to successful retirement2018-04-09T22:00:00ZGP0|#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
Choose a retirement savings destination or you may never get therehttp://www.sanlam.co.za/institutional/retirement/benchmarksurvey/mediacentre/Documents/00000_Article1-BENCHMARK_Survey_Shortcomings.pdfChoose a retirement savings destination or you may never get thereChoose a retirement savings destination or you may never get there2018-04-09T22:00:00ZGP0|#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
Cash strapped can retire financially securehttp://www.sanlam.co.za/institutional/retirement/benchmarksurvey/mediacentre/Documents/00000_cash-strapped_can_retire_financially_secure.pdfCash strapped can retire financially secureCash strapped can retire financially secure2018-04-09T22:00:00ZGP0|#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
Do you know where your retirement savings are investedhttp://www.sanlam.co.za/institutional/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
South African woman and retirementhttp://www.sanlam.co.za/institutional/retirement/benchmarksurvey/mediacentre/Documents/South_African_woman_and_retirement.pdfSouth African woman and retirementSouth African woman and retirement2017-06-11T22:00:00ZGP0|#13c1d516-2312-446b-9217-91ecdfb773ba;L0|#013c1d516-2312-446b-9217-91ecdfb773ba|Infographic;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8
8 Reasons why advice is necessaryhttp://www.sanlam.co.za/institutional/retirement/benchmarksurvey/mediacentre/Documents/8_Reasons_why_advice_is_necessary.pdf8 Reasons why advice is necessary8 Reasons why advice is necessary2018-04-09T22:00:00ZGP0|#13c1d516-2312-446b-9217-91ecdfb773ba;L0|#013c1d516-2312-446b-9217-91ecdfb773ba|Infographic;GTSet|#7d0e1231-21bf-4e31-84d6-36893b1df032;GPP|#6acee7b7-900a-438f-a8a0-172892c9cea8

 Previous Symposiums

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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