Pension Fund – Wynsam Wealth

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NOTE: The purpose of providing your email address is so that the service provider running this survey can follow up with those who have not completed the survey. No personal information will be shared with any other employee of TIA and will only ever be seen by the service provider, Wynsam Wealth. The TIA Employee Benefits Committee will see a summary of the survey results only.

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Demographic Questions

1. Please indicate your age group:

Under 25

25 to 29

30 to 39

40 to 49

50 and over

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2. How long have you been employed at TIA?

0 - 2 years

2 - 5 years

5 - 10 years

More than 10 years

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3. Please indicate your employment type

Permanent

Contractor

Intern

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Section A

How would you rate your knowledge and understanding of the TIA retirement fund?

I have looked into the Fund and I have a solid grasp of its structure and investments

I understand the basics

I have no idea about any of it

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Do you know who the current administrator of the Fund is?

Yes, of course

No, I forgot

What is an administrator?

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Do you know what investment funds your money is invested in?

Yes, I check it regularly

I do not know the names, but I have a good idea of how the money is invested

I have no idea

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Section B

In your opinion what is the most important feature of a retirement fund?

Cost, I want to pay as little in fees as possible

Investment return, this is what it is all about

Flexibility let me control as many aspects as I can

Make it simple to understand

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What changes would you like to see on your Fund?

Contribution flexibility

Lower the fees

Investment flexibility

More tools for retirement planning

Easier access to information

Other

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Please Specify

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On your Retirement Investment Portfolio, what is more important to you?

Make it go up, I never want to see a decline in value

Beat inflation, I don’t mind some ups and down but beat inflation over time

Make it grow fast, as fast as possible, even if it means more risk

Just make it easy to understand

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Section C

How do you feel about your current retirement plan?

I don’t have a plan

My retirement plan is a bit vague

I have a pretty good idea of what I’m doing

I have a thorough plan that I am executing

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How many years in advance of retirement should you start planning for retirement?

Less than 5 years

5 - 10 years

10 - 20 years

20 - 30 years

More than 30 years

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I worry about whether I will have enough to live on when I retire

Strongly disagree

Disagree

Agree

Strongly agree

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When I retire, I expect the same standard of living as I enjoy now

Strongly disagree

Disagree

Agree

Strongly agree

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I would like to save more for retirement

Strongly disagree

Disagree

Agree

Strongly agree

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When it comes to saving extra for retirement

I just don't have the budget

I am doing this, but in my personal capacity

I am doing this in the TIA fund

I am investing in other areas, such as physical property

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If TIA offered free retirement planning sessions with Certified Financial Planners, would you take part?

Yes, please do this

Maybe, I need more information

No, I don’t need this

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Would you be willing to answer a risk tolerance questionnaire to assist the Benefits Committee to design an investment portfolio for TIA employees?

Yes, no problem

No, thank you

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