Survey on Effective Management of South African Retirement Funds

Our retirement funds industry specialist group developed the survey, which we believe considers and addresses the key areas of fund management.
Effective management remains a topical issue and hence high on the agenda of many trustee boards.
We conducted a survey of the views of chairpersons on the workings of their trustee boards with particular focus on management practices.

• Foreword
• Actions for trustees
• About the survey
• Survey messages and key findings
• Detailed survey findings
  • Compliance
  • Decision-making
  • Roles and responsibilities
  • Governance and objectives
  • Delegates and advisers
  • Knowledge and understanding
  • Risk management
  • Conflicts of interest
  • Accountability to members
  • Progress made with surplus appointment Act, 2001
  • Level of comfort with and enhancement of governance
  • Defined benefit funds
  • Defined contribution funds
• Who to contact