South Africa’s retirement advice gap is no longer only about whether fund members can access help. It is increasingly about whether that help comes early enough, is tailored to members’ circumstances, and reaches them when key financial decisions are made. This is one of the themes to emerge from the Sanlam Benchmark 2026 Insights Report.
The Benchmark Survey’s findings show that 35% of respondents believe retirement education should begin from age 35, yet 26% expect to seek professional retirement advice less than five years before retirement. Pensioners who participated in the research reported consulting a financial adviser, on average, just one year and eight months before retiring.
The report points to a support landscape…