Sanlam Benchmark Symposium Archive

Access a world of data and information. Draw insights from past Benchmark reports and expert analysis.

The Sanlam Benchmark™ research reports and data books are categorised by four different report types.

Stand-alone survey
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.
Active member survey
The Defined Contribution funds were only introduced in 1996, whereas the active member survey was added to the Benchmark™ Survey in 2008
Umbrella fund survey
The Umbrella fund survey was added to the Benchmark™ Survey a year later in 2009.
Pensioner survey
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.

Download and view our past benchmark reports going all the way back to 1981. Please note, reports from 2020 integrate a variety of surveys.

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Year	Report title	Survey included in report
2025	Enabling an age of confidence
2024	Accelerating a better working South africa
2023	Generating a LI:FE of confidence at every age \| Innovate. Inspire. Engage.
2022	Envision a new tomorrow \| Healthcare. Wealthcare. Selfcare.
2021	Compelling Insights, Impactful Research
2020	Sanlam Benchmark Special Edition Booklet
2019	Enabling Financial Resilience		Standalone	Umbrella
2018	Empowering Insights		Standalone	Umbrella
2017	Hindsight/Foresight	Standalone	Umbrella	Active Member
2016	Rethinking Retirement through a New Dimension*			Umbrella
2015	A Future Worth Saving*		Umbrella	Active Member
2014	Retire Another Day*	Standalone	Umbrella	Active Member
2013	When One Day Becomes Day One*	Standalone	Umbrella	Active Member
2012	The Retirement Industry Needs Heroes More Than Ever
2009	Balancing Opportunity with Protection			Active Member
2008	Brace Yourself to Meet the Changes and Challenges Facing the Retirement Industry			Active Member
2007	The Leading Edge
2006	Annual Survey of Retirement Benefits in SA
2005	Sanlam Employee Benefits
2004	The 2004 Sanlam Survey on Retirement Benefits
2002	Biennial Survey of Retirement Benefits in South Africa
2000	10th Biennial Survey of Retirement Benefits in South Africa
1998	Retirement benefits in South Africa
1996	Retirement benefits in South Africa
1992	Retirement benefits in South Africa
1989	Pension Benefits in South Africa
1987	Pension Benefits in South Africa
1985	Pension Benefits in South Africa
1983	Pension Benefits in South Africa
1981	Pension Benefits in South Africa