Survey: Urgent need for accountable, trustworthy and transparent investments

The urgent need for accountable, trustworthy and transparent investments is inevitable in light of recent events that have overwhelmed the global economy. 

Tomorrow's Investor launched the 'Pension Initiative' survey on 8 June 2009 in order to establish an understanding of the critical behavioural change being witnessed in the financial industry.

The purpose of this survey was therefore not only to identify current problems but also high expectations for the future of fund management. A total of 108 people were surveyed.

Download full findings of the Tomorrow's Investor pension survey (PDF, 134KB)

                                                                                                                                

Summary of findings

Tomorrow’s investors prefer to save into pension funds, not in property for their retirement. 

RSA - Saving for retirement
RSA - Investing for retirement

They would like to be more engaged with their investments.

RSA - Do you know how your money is invested

RSA - More engagement with investments required

Pension savers demand transparency, accountability and trustworthiness from their fund managers.

RSA - How fund managers should improve

Respondents lack knowledge of the financial impact annual management fees have on their savings.

RSA - Knowledge of annual management fees over a lifetime
RSA - How much do annual management fees cost?

Profile of respondents

RSA - Working status of respondents
RSA - Types of pension
RSA - Annual salary of respondents