Over the past decade, the Old Mutual Retirement Funds Survey has grown into one of the largest, most respected sources of information pertaining to the South African retirement fund industry.
After the period of economic and financial market volatility experienced during 2008 and 2009, the Retirement Funds Survey 2010 presents industry stakeholders with a clear picture of the impact that the past 18 months has had on retirement funds and their members. Possibly more importantly, the Old Mutual Retirement Funds Survey 2010 provides information on what fund managers, trustees, employers and administrators are doing - and plan to do in the future - to address or mitigate these impacts.
The survey findings include, but not limited to, insights into:
- The perceptions by stakeholders of retirement reform;
- How the various retirement funds are adapting their investment strategies to protect against volatility;
- The growth in availability of member level investment choice;
- The increasing confidence in, and preference for, umbrella funds;
- The persistent general ineffectiveness of member communications in prompting appropriate action by fund members and the growing need for more personal communication; and
- The increasing understanding of the importance of preservation, but a continued lack of member action in this regard.
First undertaken in 2000, the annual Old Mutual Retirement Funds Survey continues to offer stakeholders in the South African pension funds industry invaluable information and insights into industry trends, and the ways in which retirement funds are managing or adapting their management and administration to adapt to the ever-changing investment and retirement environments.
Supporting this survey is the Old Mutual Retirement Monitor. Read more on the Old Mutual Retirement Monitor.
Previous Surveys