Member Communication Survey 2020

The ISASA Pension Scheme and Provident Fund provide members with regular communication in respect of their retirement fund. We believe communication is vital to ensure that members make informed choices regarding their investments and benefits.  In order to get it right, we need you to tell us what we are doing well and where we need to improve.  Please assist by taking a few minutes of your time to complete the questionnaire. Your answers will help us to improve our communication to you.

 

Kind regards

John Rollason

Principal Officer

john@rollason.co.za

Survey 2020
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 Have you "Liked" 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 information contained in your annual Benefit Statement? *
Q11 Do you understand the different investment portfolio options offered by the Fund? *
Q12 Please rate your understanding of investments in general *
Q13 Do you have any other investments outside the Fund? *
Q14 Are you aware of the two annuity (pension) products offered by the Fund at retirement? *
Q15 Do you understand the difference between a Life and a Living Annuity? *
Q16 Are you aware that you may preserve your benefits in the Fund when you leave by becoming a paid-up/preserver member? *
Q17 Are you aware that you don't have to take your benefit at retirement age and may become a deferred member of the Fund (delaying the payment of your benefit until you need the money)? *
Q18 Do you receive the member newsletter: “Your Life”, that is sent electronically to your work e-mail address? *
Q19 How useful is the newsletter to you? *
Q20 Do you receive the ISASA weekly bulletins and targeted e-mailers? *
Q20(b) If your answer is yes. how useful is the bulletin to you? *
Q21(a) Please rate the value of each of the Fund’s communication channels - Member newsletter (via e-mail): *
Q21(b) Please rate the value of each of the Fund’s communication channels - Summary of Benefits Poster : *
Q21(c) Please rate the value of each of the Fund’s communication channels - Benefit statement : *
Q21(d) Please rate the value of each of the Fund’s communication channels - Fund’s video clips (on the website): *
Q21(e) Please rate the value of each of the Fund’s communication channels - Member Investment Booklet: *
Q21(f) Please rate the value of each of the Fund’s communication channels - Fund’s website : *
Q21(g) Please rate the value of each of the Fund’s communication channels - Trustee Report: *
Q21(h) Please rate the value of each of the Fund’s communication channels - Fund presentations : *
Q21(i) Please rate the value of each of the Fund’s communication channels - Fund Mobile App : *
Q21(j) Please rate the value of each of the Fund’s communication channels - Fund Facebook Page : *
Q21(k) Please rate the value of each of the Fund’s communication channels - Fund Investment Portfolio Fact Sheets: *
Q22 The Fund arranges presentations at various schools – have you attended one of these sessions? *
Q23 If you look for information about the Fund, where do you find the info? (Please tick as many as applicable) *
Q24 As a member of the Fund do you feel that you are treated fairly in relation to clear and transparent information about the Fund? *
Q25(a) Please rate the following administrative processes - To switch Portfolios *
Q25(b) Please rate the following administrative processes - To submit a claim *
Q25 (c) Please rate the following administrative processes - To register a complaint *
Q25 (d) Please rate the following administrative processes - To speak to a Fund consultant or Administrator *
Q26(a) Overall, how would you rate the communication information/ material you receive from the fund - easy to understand *
Q26(b) Overall, how would you rate the communication information/ material you receive from the fund - topical and interesting *
Q26(c) Overall, how would you rate the communication information/ material you receive from the fund - enhances my understanding of the Fund *
Q26(d) Overall, how would you rate the communication information/ material you receive from the fund - helps me prepare for retirement *
Q27 Do you believe that you will have adequate savings to retire comfortably one day? *
Q28 Do you like the overall branding of the Funds' communication material? *
Q29 Do you believe you receive enough communication from the Fund? *

 

Thank you for participating