Survey

The TSRF 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 greatly assist us to improve our communication to you. If you complete the survey (and provide your cell number) by 30 November 2022 you stand a chance to win a Pick & Pay Gift card to the value of R 1,000.

Q1: Please provide your cell phone number for the draw to win the R 1,000 Pick & Pay Gift voucher(*)

Please let us know your cell number

Q2: Have you ever attended a meeting where the Fund benefits were explained?(*)

YesNo Please answer this question

Please comment:

Please answer this question

Q3: Do you understand your Fund benefits?(*)

YesNo Please answer this question

Please comment:

Please answer this question

Q4: Do the Fund benefits meet your needs?(*)

YesNo Please answer this question

If no, please tell us which benefits will meet your needs:

Please answer this question

Q5. Do you understand the process to follow when submitting a claim?(*)

YesNo Please answer this question

Q6. Do you understand the information in your benefit statement?(*)

YesNo Please answer this question

Please comment:

Please answer this question

Q7. How would you like to receive important information from the Fund? (you may tick more than one)(*)

From my Employer via printed Posters and Newsletters

Face to Face presentations at my work place

Newsletters posted to my home address

SMS sent to my cell phone

Emailed to my work email address

Emailed to my personal email address

Please check one or more

Q10. Do you have access to the Internet? (Please tick more than one if appropriate)(*)

At homeAt workOn my cell phoneNo Please answer this question

Q11. If you look for information on your benefits or how to claim, where do you find the info? (Please tick as many as applicable)(*)

From the TSRF (Principal Officer or Trustees)

From Walk-in Centre's

From Call Centre

From the Fund’s Website

From the Fund's Facebook page

From colleagues and friends

From my Employer

Please answer this question

Q12. If you travel on the N3 to Durban, have you ever stopped at the Highway Junction truck stop in Harrismith?(*)

YesNoNot sure Please answer this question

Q13. If you have stopped there have you seen the Fund's communication material at the truck stop?(*)

YesNoNot sure Please answer this question

Q14. How valuable is a secure truck stop to you where you can overnight?(*)

Very valuableValuableOf no value Please answer this question

Q15. Please rate your experience when contacting the Fund

Walk In(*)

GoodPoor Please answer this question

National Call Centre(*)

GoodPoor Please answer this question

Please comment:

Please answer this question

Q16. Have you ever visited the Fund's website?(*)

YesNo Please answer this question

If no, please tell us why you have not visited the website?

Please answer this question

Q17. Have you visited the Fund's Facebook Page?(*)

YesNo Please answer this question

If no, please tell us why you have not visited the Facebook Page?

Please answer this question

Q18. Are you aware that you may be able to apply for a pension-backed home loan, if your employer has signed the agreement with FNB?(*)

YesNo Please answer this question

Q19. Overall, rate the communication information/material you receive from the Fund(*)

Information is easy to understand

Information is useful and interesting

Information enhances my understanding of the Fund

Please answer this question

Q20. Do you believe that you will have enough money to retire one day?(*)

YesNoNot sure Please answer this question

Q21. Are you registered to use the On-line Benefit Counselling Tool?(*)

YesNoWas not aware of the tool Please answer this question

If yes, do you feel the tool has been of benefit to you?

Please answer this question

Q22. Do you understand that your retirement savings should be considered long-term in nature and that you should remain invested for as long as possible?(*)

YesNo Please answer this question

Please comment:

Please answer this question

Q23. Do you understand that to preserve (keep) your accumulated savings invested when you exit the Fund will be more beneficial to you in the long run?(*)

YesNo Please answer this question

Please comment:

Please answer this question

Q24. Are you aware that you may preserve you benefits when you leave by becoming a paid-up member of the Fund?(*)

YesNo Please answer this question

Q25. Are you aware that you can become a deferred member of the Fund by delaying the payment of your retirement benefit until you need it?(*)

YesNo Please answer this question

Q26. Do you understand the investment portfolio offered by the Fund?(*)

YesNo Please answer this question

Please comment:

Please answer this question

Q27. Do you have a household budget that guides your allocation of funds to paying debts and saving?(*)

YesNo Please answer this question

Q28. Do you have a long-term financial plan?(*)

Yes

Please answer this question

Q29. Does your monthly income cover your living expenses?(*)

YesNo, I have a shortfall Please answer this question

Q30. If you have a shortfall, what do you do?(*)

Q31. If you lost your main source of income (job) how long could you pay household expenses?(*)

One weekOne monthThree monthsSix months Please answer this question

Q32. Do you think you have too much debt?(*)

Yes

Please answer this question

Q33. Apart from your provident fund, how do you save money?(*)

I don't save

I pay money into a savings account

I use a stokvel

I have investments

Please answer this question

Q34. Please tell us how old you are(*)

Younger than 30Between 30 and 40Older than 40Older than 50 Please answer this question

If other, please specify:

Please answer this question

Q36. Please tell us how long you have been a member of the Fund?(*)

Less than 10 yearsMore than 10 years Please answer this question

Q37. What can we do to improve our communication with you?

Please answer this question

By participating in this survey and entering the competition, you agree to the following in terms of POPIA:

I hereby authorise the TSRF, its employees, managers and third party service providers to use, review and process any personal information provided in this survey for the purposes of conducting this survey and entering the competition.
I understand my right to privacy and the right to have my personal information processed in accordance with the conditions for the lawful processing of personal information and hereby give my consent to TRSF and parties referred to above, to process my personal information for the purpose stated above.

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