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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.

YearThemeReport
201725th Survey: Hindsight / Foresight Download
201624th Survey: Rethinking Retirement through a New Dimension Download
201523rd Survey: A Future Worth Saving Download
201422nd Survey: Retire Another Day - Adjusting to a Different World Download
201321st Survey: Day One Download
YearThemeReport
201710th Survey: Hindsight / Foresight Download
20158th Survey: A Future Worth Saving Download
20147th Survey: Retire Another Day - Adjusting to a Different World Download
20136th Survey: Day One Download
20114th Survey: Behavioural Finance Download
20103rd Survey: Minister of Pensions Download
20092nd Survey: Balancing Opportunity with Protection Download
20081st Survey: Negotiating the Terrain: The GPS Theme Download
YearThemeReport
20178th Survey: Hindsight / Foresight Download
20167th Survey: Rethinking Retirement through a New Dimension Download
20156th Survey: A Future Worth Saving Download
20145th Survey: Retire Another Day - Adjusting to a Different World Download
20134th Survey: Day One Download
20112nd Survey: Behavioural Finance Download
20101st Survey: Minister of Pensions Download
YearThemeReport
20179th Survey: Hindsight / Foresight Download
20168th Survey: Rethinking Retirement through a New Dimension Download
20157th Survey: A Future Worth Saving Download
20146th Survey: Retire Another Day - Adjusting to a Different World Download
20135th Survey: Day One Download
20113rd Survey: Behavioural Finance Download
20102nd Survey: Minister of Pensions Download
20091st Survey: Balancing Opportunity with Protection Download

 

 

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
Benchmark Symposiumhttp://www.sanlam.co.za/institutional/retirement/benchmarksurvey/benchmarksymposiumBenchmark SymposiumView and download all the presentations, expert insights, research and resources presented at the recent Sanlam Benchmark Symposium. 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
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 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
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

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