Natalie (EBnet Stream host)

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293 appearances 3 recordings 1 series first heard Jul 2026 last heard 4 Aug

Natalie (EBnet Stream host)’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 2.

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EBnet's Industry Insights · EBnet.Stream Industry Insights: Anna Siwiak, Head of Product at Sanlam Umbrella Solutions · 21 Jul 2026 podcast

This 35 versus retirement age gap for financial planning, I think represents a massive,

massive opportunity you know to to really share what we do and I think a lot of it is around I want to say you use the word scared I think people are scared or they're intimidated they're intimidated by the language you know they think it's much harder than it actually is and and really it's just about discipline and you know it kind of rounds out our chat today because the other

I mean, I see the benchmark survey in two halves and that's just me, but there's a lot of chatter and talk around the generational impacts.

In fact, I think the report's called Through the Generations or Confidence Through the Generations or something like that.

And some great research around, I mean, I get the names wrong, but boomers and Gen Xs and Gen Zs and millennials.

And this advice thing, so let's bring it all back together with a closing comment.

this advice thing and and where are retirement funds going in the future so kofi i mean hasn't landed but let's pretend it really has because we've kind of built our businesses around it already and factored a lot of that noise into what we're doing anyway um what does the retirement fund knowing what we know from your survey what does the retirement fund of the future look like

And definitely, definitely retirement funds are a key way of helping people save.

I mean, the economies of scale, the fee differentials that you've that you've explained, etc.

And just simply the scale and making it and making it compulsory.

And we know coverage or auto enrolment.

It's kind of on the periphery or is it?

I think it's kind of a done deal nearly in my own mind.

But thank you.

You actually took my final comment in your summary.

I'm sorry.

So great chat.

But thanks, Anna.

Thank you for the work you do and the time that Sunlum takes to put this research together.

And for those listening, there is, I mean, Anna and I have talked for half an hour and kind of taken you through the big highlights for retirement funds, but there are huge sections of value in the report for financial advisors.

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