Member Communication Survey 2022

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                                                Leslie Primo

Principal Officer                                              Deputy Principal Officer

john@rollason.co.za                                       leslie.primo@mweb.co.za

Survey 2022

Survey 2022

Q2 Please tell us your age: *
Please tell us your age:
Q3 To which Isasa fund do you belong
Q4 Please tell us how many years’ you have belonged to this Fund: *
Q5 Have you belonged to any other retirement funds before you joined one of the ISASA Funds? *
Q5(b) If yes, what did you do with the money from your previous fund? *
Q6 How would you like to receive communication from the Fund? (Please tick more than one if appropriate): *
Q7 If you are on Facebook, have you "Liked" the Fund Facebook page? *
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? *
Q.9 Do you understand what your Fund benefits are?
Q10 Have you registered for, or used the Fund's new Whatsapp system? *
Q11 Do you understand the information contained on your annual Benefit statement? *
Q12 Do you understand the different investment portfolio options offered by the Fund? *
Q13 Please rate your understanding of investments in general *
Q14 Do you have any other investments outside the Fund? *
Q.15 Have you ever made an investment switch (changed from 1 portfolio to another)? *
Q16 Are you aware of the two annuity (pension) products offered by the Fund at retirement? *
Q17 Do you understand the difference between a Life and a Living Annuity? *
Q18 Are you aware that you may preserve your benefits in the Fund when you leave by becoming a paid-up/preserver member? *
Q19 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)? *
Q20 Do you receive the member newsletter: “Your Life”, that is sent electronically to your e-mail address? *
Q21 How useful is the newsletter to you? *
Q22 Do you understand the new Annuitisation legislation for Provident Fund members? *
Q23(a) Please rate the value of each of the Fund’s communication channels - Member newsletter (via e-mail): *
Q23(b) Please rate the value of each of the Fund’s communication channels - Summary of Benefits Poster : *
Q23(c) Please rate the value of each of the Fund’s communication channels - Benefit statement : *
Q23(d) Please rate the value of each of the Fund’s communication channels - Fund’s video clips (on the website): *
Q23(e) Please rate the value of each of the Fund’s communication channels - Member Investment Booklet: *
Q23(f) Please rate the value of each of the Fund’s communication channels - Fund’s website : *
Q23(g) Please rate the value of each of the Fund’s communication channels - Trustee Report: *
Q23(h) Please rate the value of each of the Fund’s communication channels - Fund presentations : *
Q23(i) Please rate the value of each of the Fund’s communication channels - Fund Facebook Page : *
Q23(j) Please rate the value of each of the Fund’s communication channels - Fund Investment Portfolio Fact Sheets: *
Q24 The Fund arranges presentations at various schools – have you attended one of these sessions? *
Q25 If you look for information about the Fund, where do you find the info? (Please tick as many as applicable) *
Q26 As a member of the Fund do you feel that you are treated fairly in relation to clear and transparent information about the Fund? *
Q27(a) Please rate the following administrative processes - To switch Portfolios *
Q27(b) Please rate the following administrative processes - To submit a claim *
Q27 (c) Please rate the following administrative processes - To register a complaint *
Q27 (d) Please rate the following administrative processes - To speak to a Fund consultant or Administrator *
Q27 (e) Please rate the following administrative processes - To contact the Old Mutual Call Centre *
Q28(a) Overall, how would you rate the communication information/ material you receive from the fund - easy to understand *
Q28(b) Overall, how would you rate the communication information/ material you receive from the fund - topical and interesting *
Q28(c) Overall, how would you rate the communication information/ material you receive from the fund - enhances my understanding of the Fund *
Q28(d) Overall, how would you rate the communication information/ material you receive from the fund - helps me prepare for retirement *
Q29 Do you believe that you will have adequate savings to retire comfortably one day? *
Q30 Do you like the overall branding of the Funds' communication material? *
Q31 Do you believe you receive enough communication from the Fund? *

 

Thank you for participating