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Benchmark 2017

Turning Hindsight into Foresight

Foresight is the ability to predict what will happen in advance so that we can ‘future proof’ ourselves and the world around us to mitigate any potential (future) negative impacts. This is not that simple because we operate in a world where regulatory reform is accompanied by mass uncertainty. Employee Benefits as an industry exists to the extent that South Africans are employed and are contributing to retirement funds.

Presentations

Find out what the experts had to say.

Benchmark Data

Access retirement data and information.

2017 Insights

View the year’s industry insights.

Other Benchmarks

Access symposium info for other years.

Presentations

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

Dawie de Villiers (4.49 MB) Download PDF
Viresh Maharaj (2.87 MB) Download PDF
Avishal Seeth (1.38 MB) Download PDF
David Gluckman (4.40 MB) Download PDF

You will need Adobe Acrobat Reader to view these files. If you don’t have it installed, download a free copy of the software.

The 2017 Benchmark Data

With hindsight, up until now the research has largely reflected our ability to understand the retirement fund industry events after they have happened. Our insights have been mainly retrospective as we’ve analysed long-term trends and the potential impact they would have on the future of retirement funding. This is a critical path to understanding ourselves and the world in which we operate. Foresight is the ability to predict what will happen in advance so that we can ‘future proof’ ourselves and the world around us to mitigate any potential (future) negative impacts.

Research Summary 2017 Data Book (0.70 MB) Download PDF
Online Members Survey 2017 Data Book (0.30 MB) Download PDF
Standalone Funds Survey 2017 (0.30 MB) Download PDF
Umbrella Fund Survey 2017 Data Book (6 MB) Download PDF

You will need Adobe Acrobat Reader to view these files. If you don’t have it installed, download a free copy of the software.

The 2017 Benchmark Data

With hindsight, up until now the research has largely reflected our ability to understand the retirement fund industry events after they have happened. Our insights have been mainly retrospective as we’ve analysed long-term trends and the potential impact they would have on the future of retirement funding. This is a critical path to understanding ourselves and the world in which we operate. Foresight is the ability to predict what will happen in advance so that we can ‘future proof’ ourselves and the world around us to mitigate any potential (future) negative impacts.

Research Summary 2017 Data Book (0.70 MB) Download PDF
Online Members Survey 2017 Data Book (0.30 MB) Download PDF
Standalone Funds Survey 2017 (0.30 MB) Download PDF
Umbrella Fund Survey 2017 Data Book (6 MB) Download PDF

You will need Adobe Acrobat Reader to view these files. If you don’t have it installed, download a free copy of the software.

Industry Edge

The gift of not being dependent Download PDF

You will need Adobe Acrobat Reader to view these files. If you don’t have it installed, download a free copy of the software.

My idea of retirement simply means not working for a corporate any longer.
Doing my own thing now is my version of retirement

Part-time MBA lecturer and Independent Consultant

Before I started working I had this dream, I want to retire when I am 30 that means I am 1 year away from retirement. So I am thinking another 11 more years in the industry until I am 40. Then maybe doing something on the side line, opening a business or doing some consulting on the side.

Credit Analyst

It gives me peace of mind that I have a decent retirement nest egg. When I reached the R1 million mark it was a huge achievement for me.

Operations Manager, age 35  

In my career there is no one in particular that inspires or motivates me. I believe that this is just a point in time in my career path that will lead me to the next 5 years.

Researcher  

I am not currently making provision for post-retirement medical aid and this is a concern for me.

Risk Managing Officer

If I don’t have enough money in retirement I would have to get a 2nd career, worst case scenario I would have to go on a lower medical aid plan i.e. one that I can afford.

Senior Inventory Controller

Simply put, I can either increase my income or reduce my expenses. So in retirement, my hobby (woodwork business) can potentially cover medical aid contributions for me and my wife.

Distance Learning Lecturer

We often say that we want to reach a certain level of replacement ratio. We want to eat down that capital to zero on the day we die. I ask why can’t we just let that thing keep growing? Instead of what we’ve done? We’ve brought future consumption forward, we’re making it tomorrow’s problem.

Investment Professional

Other Benchmarks

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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