Ms Elbie Venter
Recurring Savings Product Specialist @Sanlam
Ms Venter started out as a teacher in 1990 but soon realised that she would have prefer to work with adults and thus she became qualified in training adults instead. Her whole work life has been spent in the financial industry and the financial upskilling of intermediaries and clients. She has presented on different forums such as Sanlam Roadhows and conferences as well as clients from different spheres of life. Ms Venter works closely with the Sanlam key account specialists in both the public and private sectors.
2020 was the year we never expected. When Covid hit we were not prepared for the severe impact it would have on virtually all aspects of our lives. We were forced to adapt to a new way of living and doing in a very short space of time, and unfortunately, we were ill prepared for the challenges posed by the pandemic and especially the financial challenges that came with the Covid pandemic. Covid placed HR managers and wellness practitioners under tremendous pressure to try and assist their employees during this crisis. Not only did employees need assistance as far as their mental and health wellness were concerned but also for their financial wellness. Many employees were forced to acquire debt to pay for day to day living expenses and many of them approached you to loan from the company. If they were not able to get assistance from the company, they turned elsewhere. Employees even went so far as to resign from their jobs to access their retirement savings so they can survive during the pandemic. Unfortunately, the financial crisis brought along with Covid will have a long-lasting impact on an employees’ financial wellness and when people are under financial stress.
1. Recognising stumbling blocks in retirement planning of employees
2. Understanding the retirement landscape in South Africa
3. Identifying solutions for retirement planning of employees