2019 Survey

Survey 2019
Q2 Please tell us your age: *
Please tell us your age:
Q3 Please tell us how many years’ you have belonged to this Fund: *
Q4 Have you belonged to any other retirement funds before you joined one of the ISASA Funds? *
Q4(b) If yes, what did you do with the money from your previous fund? *
Q5 How would you like to receive communication from the Fund? (Please tick more than one if appropriate): *
Q6 Are you aware of the Fund Facebook page? *
Q7 Are you aware of the Fund mobile App that you can download? *
Q8 Are you registered on the Old Mutual website (http://www.oldmutual.co.za/about-us/self-help-services/online-secure-services.aspx) to view your benefit statement online? *
Q9 Do you understand what your Fund benefits are? *
Q10 Do you understand the different investment portfolio options offered by the Fund? *
Q11 Please rate your understanding of investments in general *
Q12 Do you have any other investments outside the Fund? *
Q13 Do you receive the member newsletter: “Your Life”, that is sent electronically to your work e-mail address? *
Q14 How useful is the newsletter to you? *
Q15 Do you receive the weekly ISASA School bulletins and targeted e-mailers? *
Q15(b) If your answer is yes. how useful is the bulletin to you? *
Q16(a) Please rate the value of each of the Fund’s communication channels - Member newsletter (via e-mail): *
Q16(b) Please rate the value of each of the Fund’s communication channels - Summary of Benefits Poster : *
Q16(c) Please rate the value of each of the Fund’s communication channels - Benefit statement : *
Q16(d) Please rate the value of each of the Fund’s communication channels - Fund’s video clips (on the website): *
Q16(e) Please rate the value of each of the Fund’s communication channels - Member Investment Booklet: *
Q16(f) Please rate the value of each of the Fund’s communication channels - Fund’s website : *
Q16(g) Please rate the value of each of the Fund’s communication channels - Trustee Report: *
Q16(h) Please rate the value of each of the Fund’s communication channels - Fund presentations : *
Q16(i) Please rate the value of each of the Fund’s communication channels - Fund Mobile App : *
Q16(j) Please rate the value of each of the Fund’s communication channels - Fund Facebook Page : *
Q17 The Fund arranges presentations at various schools – have you attended one of these sessions? *
Q18 If you look for information about the Fund, where do you find the info? (Please tick as many as applicable) *
Q19 As a member of the Fund do you feel that you are treated fairly in relation to clear and transparent information about the Fund? *
Q20(a) Please rate the following administrative processes - To switch Portfolios *
Q20(b) Please rate the following administrative processes - To submit a claim *
Q20 (c) Please rate the following administrative processes - To register a complaint *
Q20 (d) Please rate the following administrative processes - To speak to a Fund consultant or Administrator *
Q21(a) Overall, how would you rate the communication information/ material you receive from the fund - easy to understand *
Q21(b) Overall, how would you rate the communication information/ material you receive from the fund - topical and interesting *
Q21(c) Overall, how would you rate the communication information/ material you receive from the fund - enhances my understanding of the Fund *
Q21(d) Overall, how would you rate the communication information/ material you receive from the fund - helps me prepare for retirement *
Q22 Do you believe that you will have adequate savings to retire comfortably one day? *
Q23 Do you like the overall branding of the Funds' communication material? *