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Retirement Surveys

Effective research plays an essential role in ensuring that Old Mutual retains its position as a thought leader and remains at the forefront of the South African retirement industry. As part of our commitment to ongoing, in-depth investigation and analysis of the trends, attitudes, actions and behaviours that drive our industry, Old Mutual commissioned the Old Mutual Retirement Funds Survey and the Old Mutual Retirement Monitor.

Combined, these two pieces of research offer a comprehensive view of the issues currently shaping pension funds industry and influencing its participants, as well as valuable insights into the psyche of the South African public regarding their financial preparedness for retirement.

  • Retirement Fund Survey

    Comprehensive research into the SA retirement industry. Find out what fund managers, trustees, employers and administrators are doing to address or mitigate the effects of a volatile market.

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  • Retirement Monitor

    Offers insights into the pre-retirement perceptions and behaviours of working South Africans, with regard to the financial provision that they have made for their retirement.

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