confidence through the ages

Sanlam Benchmark 2026

Understanding the decisions that shape our financial futures.

The 2026 Sanlam Benchmark explores the human insights behind the data, and what they mean for improving retirement outcomes across generations.

The annual Sanlam Benchmark Survey is one of the most referenced research papers in the retirement fund industry sharing insights on the issues and trends shaping the future of our employee benefits and healthcare industries.

For over 40 years, the Sanlam Benchmark research has enabled retirement funds, employers, and intermediaries to empower their members to live, invest and retire with confidence.

2026 Insights report

The 45th edition of the Sanlam Benchmark research takes a deeper exploration into how confidence shifts across life stages, from achieving financial confidence across generations to reflecting on the industry over the past two decades and examining the prevailing advice gap.
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Insights

Sanlam Benchmark 2026 video

Resources

For over 40 years, the Sanlam Benchmark research has enabled retirement funds, employers, and intermediaries to empower their members to live, invest and retire with confidence.
  • Resources
Research method
Learn about our processes and methods for understanding issues impacting retirement funding.
Past research reports
Access research reports with retirement information and industry insights from our archives, dating back to our very first research in 1981.