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As a central knowledge portal to the retirement and related industries, EBnet publishes a range of daily articles submitted by a range of industry organisations, experts and contributors. Readers can also comment on and contribute to articles.

One of the challenges in a world of big data, is that the tiniest details often contains some of the most valuable information upon which important decisions need to be based. But if this kind of detail gets swallowed up in some kind of industry average, an important opportunity may be lost. And in our industry that could mean an important decision that directly impacts on the outcome of an individual member’s retirement journey.

One size does not fit all.

In the 2017 Sanlam Benchmark, we introduced the Sanlam Financial Resilience Index (SFRI). The intention of this index was to offer a diagnost...

The debate over whether the institutional sector will start to encroach on the retail sector is over. Only one question remains: To what extent will it do so?

This transformation has been driven by client behaviour, legislative requirements and the need for financial inclusion. Furthermore, the merging of the institutional and retail sectors is going to be accelerated when the ‘Default Regulations’ become effective on 1 March 2019. These regulations stipulate that, among other requirements, all retirement funds must create a trustee-endorsed annuity strategy, along with providing access to reti...

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