What happens when clients stop behaving their age?
Sanlam’s latest Benchmark suggests economic shocks, disrupted careers, and health risks are reshaping how clients across age groups make financial decisions.
#SanlamBenchmarkSurvey
The quiet revolution in retirement fund costs
Despite two decades of growing regulation, administration costs have fallen sharply, leaving more retirement contributions invested for members.
Two pots: how withdrawals from DB funds will differ
Actuarial calculations may affect the costs and time for defined-benefit fund withdrawals, depending on the rules of the fund and the complexity involved.
Proposed Regulation 28 amendment – are prescribed assets coming back?
The Cabinet is considering introducing new asset classes to leverage retirement savings for industrial financing.
Increase in fund members planning to make a two-pot withdrawal
The Sanlam Benchmark Survey also shows that more respondents are turning to online sources for product information instead of using a personal adviser.
More consumers turning to rewards to manage living expenses
These programmes are having a significant influence on the way people shop, according to the 2024 Sanlam Benchmark Survey.
