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Pandemic fast tracked use of social media

During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients, according to the Putnam Investments Social Advisor 2020 Study.  The research found that 55% of advisors who initiated new client relationships say they had increased their use of social media during the pandemic. […]

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Sanlam’s Benchmark Survey – Significant impact of Covid-19

“A key thing that emerged across the 2020 Sanlam Benchmark research was that the focus of institutional retirement funding will shift from engaging members themselves. This is consistent with the Mega trend of Individualisation that emerged from the 2019 Sanlam Benchmark,” Viresh Maharaj, Managing Executive: Sanlam Corporate Distribution stresses at a virtual version of the […]

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Customer survey shows preference for intermediated advice – better delivery on client expectations

The South African Customer Satisfaction Index (SA-csi) is an independent national benchmark of customer satisfaction of the quality of products and services available to household consumers in South Africa. The recently released SA-csi for short-term insurance provides highly scientific insights into the overall level of satisfaction of customers of South Africa’s short-term insurers. Interestingly the […]

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Just Retirement survey insights – Dire need for consumer education

According to the “Just Retirement Insights 2019”, guaranteed income in retirement remains the number one preference of South African retirees. The study is a comprehensive review and commentary based on face-to-face interviews with over 520 pre-retirees and retirees. Some of the key findings are: ● 81% of respondents prefer a secure monthly income to cover […]

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Sanlam’s Benchmark Survey 2019 – Are South Africans financially resilient?

According to Jocelyn Hathaway, Acting CEO of Sanlam Employee Benefits, Sanlam’s Benchmark survey this year included a deep dive into the concept of financial resilience, which is essentially the ability of individuals and corporates to withstand the financial impact of a downturn in the economy. In the foreword of the research results she mentions that […]

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Ten megatrends identified by Benchmark Survey – What is shaping our lives?

“The Sanlam Benchmark research is about asking and answering questions to spot the megatrends shaping our lives”, Viresh Maharaj, Chief Executive of Sanlam Corporate Sales and Marketing pointed out at the release of Sanlam’s 2019 Benchmark Research – the group’s annual retirement research. Here are the ten megatrends identified in this year’s Report: 1. Governance […]

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