partnering for better financial well-being outcomes · welcome to our webinar. partnering for...
TRANSCRIPT
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Welcome to our webinar
Partnering for better financial well-being outcomes22 July 2020
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Facilitator
Matla TitiHead of Member Engagement - Individual Consulting
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Introduction from the CEO
Dawie de VilliersChief Executive Officer
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Keynote Speech
Prof. Jonathan Jansen
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What are the lessons from the pandemic about leading and managing in a crisis
Seven important lessons for leaders
Telling the truth1
Leadership example2
Duty of care3
Partnership and collaboration4
Forward thinking5
Acting quickly and decisively6
Communication7
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Agenda for upcoming session:
1 2 43Current
retirement outcomes
Retirement benefit counselling during
COVID-19
Towards better outcomes
Solutions at key moments
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Shelley van der WesthuizenHead of Corporate Financial Well-being & Engagement
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Interconnectedness means impact
As individuals As employers As businesses
From individuality and competition To common purpose, resolve and collaboration
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Members don’t have enough to live on in retirement
Only 15% of members close to final salary 2
Average member pension,
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Savings can mean a future with hope
Often retirement savings are the only savings
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Influencing member behavior by demonstrating impact of important choices
Member behaviour leads to not having enough
Small fund credits lead to withdrawing retirement savings
NOT PRESERVING5% on average between contribution needed and average contribution rate
NOT CONTRIBUTING ENOUGH
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Three pillars of empowerment and better outcomes
Experiences delivered telephonically, digitally or face-to-face to give access to all
Cost effective, easy to access solutions3
Personalised support: learning, counselling and advice2
Relevant information that explains all options1
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Access to information, support and solutions at theright time
Joining an employer
Leaving an employer
Retiring Day-to-day and life decisions
Events
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What if I’m retiring soon
What if I’m retrenched
How have my retirement
savings been affected
How do I find an adviser that’s right for me?
Adverse events and circumstances lead to uncertainty
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One-on-one counselling helps members make good decisions
Understandingof options
Awareness of circumstances
Supportreceived
Confidenceto act
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3Counselling in language of choice2Recording, record-keeping,reporting
4 Accessible to all1 Understand options before decidingOne-on-one counselling response to COVID-19
My Money Matters Contact Centre
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Why sign up? Counselling leads to better decisions
If you have not signed up for enhanced RBC,
contact your consultant to complete the signup process
How to access the My Money Matters contact centre offering?
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How to access the My Money Matters contact centre offering?
Signed up already?You have automatic
access
Why send us information?
So we can provide counselling in time before important
decisions are madeNext steps:
Send us names and contact details
of joiners, leavers and early retirers monthly
How?Watch our short video
What is counselling? A conversation that aims to help a person fully understand their options
What is advice? A conversation that aims to help a person make decisions based on their personal circumstances
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Benefits of digital counselling during COVID-19
Helping more people make decisions that are best for them
Greater capacity for individual engagements
Less administration at worksite
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Demonstrating impact
Reporting on activity levels
Changes in key measures over time
Comparison to industry
TransparencyEffectiveness
Problem-solving
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Enhanced Retirement
Helping members grow their financial well-being
REPORT
Benefit Counselling
For the quarter ended 31 March 2020
XYZ LTD
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Enhanced RBC facts and figures…
Enhanced Retirement Benefit Counselling (ERBC) report for the quarter ended:
2020 current Quarter
2019 comparative
quarter
Variance
Joiners
Leavers
Retirers
Engagements (activities)…
Total (year to date)
Total (for the quarter)
RBC only (for the quarter)
RBC & advice (for the quarter)
RBC declined (for the quarter)
RBC - Joiner
RBC - Leaver
RBC – NRA/Retiree
Selected option
Free worksite days
Paid worksite days
Signup date
Number of members
Sign-up province
Sign-up city
Signed up for AFRIS?
Average contribution rate for fund
01 April 2019
4 per monthnone
1 500
7 4 75%
6 3 100%
5 4 25%
Member movements…
4
4
3
3
1
1
-
2
2
1
1
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XYZ LTD
GautengJohannesburg
JoinersRegional breakdown of joiners engaged for the quarter ended
31 March 2020(if applicable)*
LeaversRegional breakdown of leavers engaged for the quarter ended
31 March 2020(if applicable) *
RetirersRegional breakdown of retirersengaged for the quarter ended
31 March 2020(if applicable)*
10
9
12
Page 2 of 4
* If your fund had multi-region activity recorded or could have activities taking place in various regions, a regional breakdown will be displayed. If not, this information area will be left blank.
Member Type
YES
31 March 2020
Proactive outbound contact
21.00%
Page 2
ADCOCK INGRAM PROVIDENT FUND
Preservation rate (number)Annuitisation rate (number)Replacement ratio
201929.94%YoY(%)38.48%201936.84%YoY(%)-21.06%201937.53%YoY(%)-7.20%
201821.62%201846.67%201840%
Preservation rate (number)Annuitisation rate (number)Replacement ratio
FundIndustrySectorFundIndustrySectorFundIndustrySector
201929.94%26.26%24.44%201936.84%36.36%47.19%201937.53%PendingUnavailable
201821.62%26.59%14.43%201846.67%56.34%46.49%201840.44%UnavailableUnavailable
Preservation rate (value)Annuitisation rate (value)586.59%Control total check
FundIndustrySectorFundIndustrySector
201954.11%57.62%52.09%201958.88%68.63%70.01%
201844.99%61.89%45.94%201848.43%65.71%67.05%
2019FundIndustrySector0.29940.26260.244400000000000012018FundIndustrySector0.21620.265900000000000030.14430000000000001
2019FundIndustrySector0.541100000000000030.576200000000000050.520900000000000032018FundIndustrySector0.449900000000000020.618900000000000010.45939999999999998
2019FundIndustrySector0.368400000000000010.363599999999999980.471899999999999992018FundIndustrySector0.46670.563400000000000010.46489999999999998
2019FundIndustrySector0.588799999999999990.686300000000000020.700099999999999942018FundIndustrySector0.484300000000000010.657100000000000020.67049999999999998
2019FundIndustrySector0.37530000000000002002018FundIndustrySector0.4043999999999999800
Page 3
ADCOCK INGRAM PROVIDENT FUNDNRA 6 months regional breakdown
MES No. of SessionsMES No. of AttendeesGAUPTAWCKZNECFSNCNWLPMPMES Main topic nameNRA 1 year No. of SessionsNRA 1 year No. of AttendeesGAUPTAWCKZNECFSNCNWLPMPCRS No. of SessionsCRS No. of AttendeesGAUWCKZNECFSNCNWLPMPNRA 6m No. of SessionsNRA 6m No. of AttendeesGAUWCKZNECFSNCNWLPMP
- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0
MESPre-retirement sessionsCRS
For members 6 months from retirementFor members 1 year from retirement
Number of sessions- 0Number of sessions- 0- 0Number of sessions- 0
Attendance at sessions- 0Attendance at sessions- 0- 0Attendance at sessions- 0
Most frequent topic- 0
MES regional breakdown
Page 1a
ADCOCK INGRAM PROVIDENT FUND
Regional breakdown of joiners engaged for the quarter ended 30 September 2019Regional breakdown of leavers engaged for the quarter ended 30 September 2019Regional breakdown of retirers engaged for the quarter ended 30 September 2019
GAUPTAWCKZNECFSNCNWLPMPGAUPTAWCKZNECFSNCNWLPMPGAUPTAWCKZNECFSNCNWLPMP
2- 0- 0- 0- 0- 0- 0- 0- 0- 01- 0- 0- 0- 0- 0- 0- 0- 0- 01- 0- 0- 0- 0- 0- 0- 0- 0- 0
Fund Overview- 0
Financial Planning- 0
Induction- 0
Retirement Planning- 0
AF Online- 0
Fund OverviewFinancial PlanningInductionRetirement PlanningAF Online00000Fund OverviewFinancial PlanningInductionRetirement PlanningAF Online
Page 1
SELECT CLIENT NAMEADCOCK INGRAM PROVIDENT FUND13M SOUTH AFRICA (PTY) LTDADIENT SOUTH AFRICA (PTY) LTDAIR LIQUIDEARM PENSION FUNDASSMANG PROVIDENT FUNDAVI LTD PENSION FUNDAVON JUSTINE (PTY) LTDBABCOCK AFRICA (1997) PENSION FUNDBeiersdorf Consumer Products (Pty) LtdBLUESPEC RETIREMENT FUNDBSN MEDICAL (PTY) LTD
ADCOCK INGRAM PROVIDENT FUND2CHAMBER OF COMMERCE AND INDUSTRY - JOHANNESBURG NPCCIPLA MEDPRO SOUTH AFRICA (PTY) LTDCOASTAL FARMERS' CO-OPERATIVE LIMITEDDBU CLEANING SERVICES CCDERIVCO (PTY) LTDDIMENSION DATA GROUP PROVIDENT FUNDFAIRLANE AGENCIES (PTY) LTDFeltex Retirement FundFry Group Foods (Pty) LtdG B Bearings (Pty) Ltd Gelvenor Consolidated Fabrics (Pty) LtdGOODYEAR SOUTH AFRICA (PTY) LTD
Report date31 March 20203Hillside Aluminium (Pty) LtdHIRT & CARTER (PTY) LTDIBM S.A. 1994 Provident FundIBM SOUTH AFRICA FIXED CONTRIBUTION PENSION FUNDIDC PROVIDENT FUNDIMANA FOODS (SA) (PTY) LTDINVICTA HOLDINGS LIMITEDIT-DYNAMICS (PTY) LTDKANSAI PLASCON (PTY) LTDKFC (Pty) LtdLAFARGE INDUSTRIES SOUTH AFRICA (PTY) LTDLAFARGE SOUTH AFRICA HOLDINGS (PTY) LTDLegal Provident Fund
Industry classificationPharmaceuticals4MAHLE BEHR SOUTH AFRICA (PTY) LTDMR PRICE GROUP LIMITEDMR PRICE GROUP PENSION FUNDMW Wheels SA (Pty) Ltd NELSON MANDELA UNIVERSITY RETIREMENT FUNDNOV OIL AND GAS SERVICES SOUTH AFRICA (PYT) LTDNTE COMPANY LIMITEDPEARSON HOLDINGS SOUTHERN AFRICA (PTY) LTDPFISTERER (PTY) LTDPricewaterhouseCoopers Staff Provident FundPROCESS SALES (PTY) LTD
Sector classificationManufacturing Sector5RECKITT BENCKISER RETIREMENT FUNDRHEEM SOUTH AFRICA (PTY) LTDRhodes University Provident FundRICHARDS BAY MINERALS DEFIND CONTRIBUTION PENSION FUNDRichards Bay Minerals Defined Contribution Provident FundRobert Bosch Retirement Benefit FundROUTE HOLDINGS PENSION FUNDROYAL HASKONINGDHV (PTY) LTDSA Airlink Provident FundSAKATA SEED SOUTHERN AFRICA (PTY) LTDSC JOHNSON & SON SA (PTY) LTDSCAW SOUTH AFRICA (PROPRIETARY) LIMITEDSGX Logistics (Pty) LtdSMITH & NEPHEW (PTY) LTDSouth African Dental Technician Employees Umbrella FundSOUTH AFRICAN HOME LOANS (PTY) LTDSOUTH AFRICAN NATIONAL BLOOD SERVICE PROVIDENT FUNDSOUTH AFRICAN SUGAR ASSOCIATION
ADCOCK INGRAM PROVIDENT FUND6TAVCOR MOTOR GROUP (PTY) LTDTETRA PAK SOUTH AFRICA (PTY) LTDTHE ACSA RETIREMENT FUNDTHEBE INVESTMENT CORPORATION (PTY) LTDTOYOTA SOUTH AFRICA MOTORS (PTY) LTDTrade & Investment Kwazulu NatalTRENTYRE (PTY) LTDT-SYSTEMS RETIREMENT FUNDUNIVERSITY OF JOHANNESBURG PENSION FUNDUNIVERSITY OF KWAZULU - NATAL RETIREMENT FUNDVOPAK TERMINAL DURBAN (PTY) LTDWIRTGEN SOUTH AFRICA (PTY) LTDWORLD CLASS INDUSTRIAL SUPPLIES CC
Priority reportsAckermansAir Products Alexander Forbes LimitedBosch Holding Dimension Data Macsteel Group Retirement Fund (Macsteel Pension Plan and Macsteel Provident Fund) MTN Retirement Fund Nu World Industries
Signup date20 November 2019Total year to dateTotal for current quarterCounselling onlyCounselling & adviceCounselling declined
Free worksite days4 per monthJoiners engaged22- 0- 02
Paid worksite daysnoneLeavers engaged111- 0- 0
Selected optionWorksite ConsultingRetirers engaged11- 01- 0
Number of members1,768
AFRISYES
Average contribution rate15%
Current yearPrior yearVariance
Joiners52512%
Leavers443238%
Retirers78-13%Ackermans
Air Products
Alexander Forbes Limited
Sign-up provinceGAUBosch Holding
Sign-up cityJHBDimension Data
Lead EB ConsultantInfo to be added soonMacsteel Group Retirement Fund (Macsteel Pension Plan and Macsteel Provident Fund)
Financial Well-being ConsultantInfo to be added soonMTN Retirement Fund
Financial AdvisorInfo to be added soonNu World Industries
Data
12345678910111213141516.001718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899100101102103104105106107108109110111112113114115116117118119120121122123124125126127128129130131132133134135136137138139140141142143144145146147148149150151152153154155156157158159160161162
SourceJLR MEMBER DATACapturedDetail RBC trackerDetail RBC trackerDetail RBC trackerDetail RBC trackerDetail RBC trackerBlankold RBC Report Reconold RBC Report ReconJLR MEMBER DATA (2)Detail RBC trackerJLR MEMBER DATA (2)Detail RBC trackerDetail RBC trackerJLR MEMBER DATA (2)JLR MEMBER DATA (2)CalculatedJLR MEMBER DATA (2)JLR MEMBER DATA (2)CalculatedJLR MEMBER DATA (2)JLR MEMBER DATA (2)CalculatedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedEngagements combinedNo data availableRBC recon reportCapturedNo data availableRBC recon reportCapturedNo data availableRBC recon reportCapturedNo data availableRBC recon reportNo data availableRBC recon reportNo data availableRBC recon reportNo data availableRBC recon reportNo data availableRBC recon reportNo data availableRBC recon reportNo data availableRBC recon reportNo data availableRBC recon reportNo data availableRBC recon reportNo data availableRBC recon reportNo data availableNo data availableNo data availableNo data availableMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataMES CRS NRA dataControlControl
Client nameCase keyReport dateSign-up ProvinceSign-up cityAFRISAvergae contribution rateFPC ConsultantIndustrySectorTotal membersSignup dateSolution selectedNumber of daysNumber of paid days per monthJoiners Q1 2020Joiners Q12019YoY change joinersLeavers Q1 2020Leavers Q1 2019YoY change leaversRetirers Q1 2020Retirers Q1 2019YoY change retirersTotal joiners engaged YTDTotal joiners engaged for the quarterJoiners Counselling onlyJoiners Counselling & adviceJoiners Counselling declinedTotal leavers engaged YTDTotal leavers engaged for the quarterLeavers Counselling onlyLeavers Counselling & adviceLeavers Counselling declinedTotal retirers engaged YTDTotal retirers engaged for the quarterRetirers Counselling onlyRetirers Counselling & adviceRetirers Counselling declinedGAU
Shelley Van der Westhuizen: Shelley Van der Westhuizen:JoinersWCKZNECFSNCNWLPMPGAU
Shelley Van der Westhuizen: Shelley Van der Westhuizen:Leavers
Shelley Van der Westhuizen: Shelley Van der Westhuizen:JoinersWCKZNECFSNCNWLPMPGAU
Shelley Van der Westhuizen: Shelley Van der Westhuizen:RetirersWCKZNECFSNCNWLPMPPreservation rate # of members 2019Preservation rate # of members 2018Preservation rate # of members YoYAnnuitisation rate # of members 2019Annuitisation rate # of members 2018Annuitisation rate # of members YoYReplacement ratio 2019Replacement ratio 2018Replacement ratio YoYPreservation rate # of members Industry 2019Preservation rate # of members industry 2018Preservation rate # of members sector 2019Preservation rate # of members sector 2018Preservation rate value fund 2019Preservation rate value fund 2018Preservation rate value industry 2019Preservation rate value industry 2018Preservation rate value sector 2019Preservation rate value sector 2018Annuitisation rate # of members Industry 2019Annuitisation rate # of members industry 2018Annuitisation rate # of members sector 2019Annuitisation rate # of members sector 2018Annuitisation rate value fund 2019Annuitisation rate value fund 2018Annuitisation rate value industry 2019Annuitisation rate value industry 2018Annuitisation rate value sector 2019Annuitisation rate value sector 2018Replacement ratio Industry 2019Replacement ratio industry 2018Replacement ratio sector 2019Replacement ratio sector 2018MES No. of SessionsMES No. of AttendeesGAUWCKZNECFSNCNWLPMPRetirement PlanningFund overviewInductionRetirement PlanningAF OnlineNRA 1 year No. of SessionsNRA 1 year No. of AttendeesGAUWCKZNECFSNCNWLPMPCRS No. of SessionsCRS No. of AttendeesGAUPTAWCKZNECFSNCNWLPMPNRA 6m No. of SessionsNRA 6m No. of AttendeesGAUWCKZNECFSNCNWLPMPControlNet staff turnover reasonability check
ADCOCK INGRAM PROVIDENT FUND1,30231-Mar-20GAUJHBYES15%PharmaceuticalsManufacturing Sector176820 November 2019Worksite Consulting4 per monthnone52512%443238%78-13%22002111001101021129.94%21.62%38%36.84%46.67%-21%37.53%40.44%-7%26.26%26.59%24.44%14.43%54.11%44.99%57.62%61.89%52.09%45.94%36.36%56.34%47.19%46.49%58.88%48.43%68.63%65.71%70.01%67.05%PendingUnavailableUnavailableUnavailable- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0587%2%
XYZ LTDdummy31-Dec-19GautengJohannesburgYes21%AllAll150001 April 2019Worksite Consulting4 per monthnone7475%63100%5425%10430194121123120120000001211000000101100000052%50.00%4%80%75.00%7%41%40.00%2%40%40%40%40%80.00%80.00%50%50%50%50%50%50%50%50%90%70.00%61%60%42%40%PendingUnavailableUnavailableUnavailable181051143- 0- 0- 095211548211- 01- 0- 0- 0- 02911- 0- 0- 0- 0- 0- 0- 0181- 0- 0- 0- 0- 0- 0- 0- 0- 0695%0%
17685251443278Control22002111001101020000000001000000000100000000021.62%46.67%40.44%26.59%14.43%44.99%61.89%45.94%56.34%46.49%48.43%65.71%67%Total- 0- 0- 0- 0- 03- 0- 0- 0- 0- 0- 0- 05482- 0- 0- 0- 0- 0- 0- 0- 0- 029- 0- 01- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 0- 060- 0- 0- 0- 0
-224-1412-196-1101-227-1871211Source total2653598176218541500000021310100000064669248111120001300100000000
PLAN_NMCASE_KEYCLIENT COUNTRYADMIN SOURCEPLAN_TYPENUMBER OF MEMBERSNEW MEMBERSNUMBER OF EXITS NON RETIREMENTNUMBER OF EXITS RETIREESDATA AS ATJoiners (service selected)Leavers (service selected)Retirees (service selected)Check total-4238- 265- 3,598- 176- 2- 18- 51- 15- 0- 0- 0- 0- 0- 03351- 0- 1- 0- 0- 0- 0- 0- 0- 6- 44- 60- 2- 4- 7- 11- 11- 2- 0- 0- 0- 1- 3- 0- 0- 1- 0- 0- 0- 0- 0- 0- 0- 0
RBC onlyRBC+AdviceRBC DeclinedRBC onlyRBC+AdviceRBC DeclinedRBC onlyRBC+AdviceRBC Declined(Quarter ended 31 Mar)Total - CRM(Inception to31 Dec)Master File sourceYTD TOTAL JOINERS(Quarter ended 31 March)Total - CRM(Inception to31 Dec)Master File sourceYTD TOTAL LEAVERS(Quarter ended 31 March)Total - CRM(Inception to31 Mar)Master File sourceYTD TOTAL RETIREES
Adcock Ingram Provident Fund1302ZAKhanyaMulticarrier1727513283/31/19Joiners EngagedRegional Breakdown - Q3 worksite consultingJoiners EngagedLeavers EngagedLeavers EngagedRetirees EngagedRegional Breakdown - Q3 worksite consultingRetirees EngagedMember Education SessionsNo. of MES Sessions (by region)NRA 1No. of NRA1 Sessions (by region)
Adcock Ingram Provident Fund1302ZAKhanyaStand Alone1768524473/31/20002100010JHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMP
220000000003511000000000121100000000001No. of SessionsNo. of AttendeesWCKZNJHBPENo. of SessionsNo. of AttendeesWCKZNJHBPE
000000000000
Problem report corrections
Problem Reports
Response - Shelley
PROBLEM TRENCHE 3
FUND NAMENOTES
Neslon Mandela University Retirement FundThe 1 MES attendee was in ECCorrected - report run and included in "tranche" 7.
Process Sales (Pty) LtdRefer to list sent by Matla this morningCorrected - report run and included in "tranche" 7.
Rheem South Africa (Pty) LtdThere were no JLR in that quarterIm assuming the one leaver engaged was leaving in October because he was seen on 26th September.Ok, have not re-run the report - please use this AM's report
S.A Dental Technician Employees Umbrella FundWe are not reporting on this oneOk noted
PROBLEM TRENCHE 4
FUND NAMENOTES
Tetra Pak Retirement FundIndustry - Other ManufacturingCorrected - report run and included in "tranche" 7.
The ACSA Retirement Fund2 MES Sessions KZN, 1 Session JHBUpdated - report run and included in "tranche" 7
Thebe Investment Corporation (Pty) LtdNo activity , please remove from reporting listOk noted
T-SYSTEMS RETIREMENT FUND1 MES Session JHBUpdated - report run and included in "tranche" 7
World Class Industrial Supplies CCWe are not reporting on this oneOk noted
PROBLEM TRANCHE 1
Air LiquideRefer to the list sent by Matla this morningCorrected - report run and included in "tranche" 7.
RBC Report Recon extra
Enhanced RBC Report recon (30 Sept 2019)
Preservation Rate % (by No. Members)Preservation Rate % (by No. Value)Annuitisation % (by No. Members)Annuitisation % (by No. Value)Replacement Ratio %Comments
RBC OptionFund NameCase KeyIndustrySectorFundIndustrySector FundIndustrySector FundIndustrySector FundIndustrySector Number_Of_Members_Q32019Number_Of_Members_Q22019Number Of Retirees Q3 2019Number Of Non Retirees Q3 2019New Members Q3 2019
Preservation Rate Preservation rate Preservation rate Preservation Rate Preservation rate Preservation rate Preservation Rate Preservation rate Preservation rate Preservation Rate Preservation rate Preservation rate
Worksite ConsultingMR PRICE GROUP LIMITED16908Retail and wholesaleRetail, Wholesale and Hospitality Sector1.76%2.57%3.59%16.00%20.67%27.54%81.11%34.97%36.68%94.74%64.57%66.26%39.79%12668129215801593
Worksite ConsultingMTN RETIREMENT FUND(PENSION SECTION)1107TelecommunicationsTransport and telecommunication Sector22.90%13.37%8.41%41.80%43.08%32.33%92.33%57.00%41.84%92.86%60.31%52.42%11.44%470846782103129
Worksite ConsultingTHEBE INVESTMENT CORPORATION (PTY) LTD5656Other professional and business servicesProfessional and Business Services Sector10.00%17.64%17.50%47.30%41.79%42.46%78.11%67.29%61.39%50.00%77.64%75.97%20.16%283284088
Worksite ConsultingUNIVERSITY OF JOHANNESBURG PENSION FUND5871EducationPersonal Services Sector15.10%20.16%9.38%40.56%37.64%31.61%84.16%52.80%46.13%83.33%64.37%62.71%23.61%2612257222865
Worksite ConsultingTETRA PAK RETIREMENT FUND5497Fishing forestry and agricultureFishing, Forestry and agriculture20.00%5.67%5.23%34.89%36.66%35.61%88.24%22.67%21.08%100.00%62.49%61.17%38.72%238241184
Worksite ConsultingSA Airlink Provident Fund8994TransportationTransport and telecommunication Sector7.77%11.42%8.41%7.06%20.49%32.33%0.00%0.00%41.84%0.00%0.00%52.42%15.06%1677167814642
Worksite ConsultingROUTE HOLDINGS PENSION FUND2911Transport distribution and logisticsTransport and telecommunication Sector15.65%5.50%8.41%53.27%24.82%32.33%41.04%38.08%41.84%75.00%48.35%52.42%30.00%81379813248
Worksite ConsultingRECKITT BENCKISER RETIREMENT FUND1116PharmaceuticalsManufacturing Sector23.88%23.43%12.33%44.26%60.46%43.57%92.53%54.17%47.50%100.00%66.01%66.66%24.16%58558013331
Worksite ConsultingPFISTERER (PTY) LTD2113Electrical and componentsManufacturing Sector0.00%22.85%12.33%0.00%54.80%43.57%70.43%61.54%47.50%100.00%65.71%66.66%41.06%8885003
Worksite ConsultingNU-WORLD INDUSTRIES (PTY) LTD3014Transport distribution and logisticsTransport and telecommunication Sector20.00%5.50%8.41%12.85%24.82%32.33%0.00%38.08%41.84%0.00%48.35%52.42%38.32%170166014
Worksite ConsultingIBM SOUTH AFRICA FIXED CONTRIBUTION PENSION FUND1006Electrical and componentsManufacturing Sector16.67%22.85%12.33%87.56%54.80%43.57%86.68%61.54%47.50%100.00%65.71%66.66%18.22%257267550
Worksite ConsultingIBM S.A. 1994 Provident Fund1005Electrical and componentsManufacturing Sector46.43%22.85%12.33%71.68%54.80%43.57%83.03%61.54%47.50%50.00%65.71%66.66%12.52%90091782316
Worksite ConsultingFry Group Foods (Pty) Ltd20295Food and beverageManufacturing Sector0.00%11.52%12.33%0.00%44.23%43.57%0.00%38.02%47.50%0.00%71.40%66.66%40.95%4343011
Worksite ConsultingASSMANG PROVIDENT FUND3060MiningMining Sector1.09%13.39%13.39%1.83%36.74%36.74%0.00%34.88%34.88%0.00%58.98%58.98%32.87%3717367323985
Worksite ConsultingBLUESPEC RETIREMENT FUND8765Motor vehicleManufacturing Sector15.25%10.98%12.33%40.65%35.95%43.57%0.00%52.44%47.50%0.00%64.97%66.66%22.77%42941501832
Worksite ConsultingTAVCOR MOTOR GROUP (PTY) LTD1766Motor vehicleManufacturing Sector8.70%10.98%12.33%21.07%35.95%43.57%0.00%52.44%47.50%0.00%64.97%66.66%35.20%25725411619
Worksite ConsultingCIPLA MEDPRO SOUTH AFRICA (PTY) LTD7696HealthPersonal Services Sector16.67%9.23%9.38%52.06%26.68%31.61%0.00%42.99%46.13%0.00%55.73%62.71%19.90%2472420510
Worksite ConsultingLAFARGE INDUSTRIES SOUTH AFRICA (PTY) LTD7126Other manufacturingManufacturing Sector11.97%7.57%12.33%32.02%33.60%43.57%0.00%42.21%47.50%0.00%63.70%66.66%40.45%63663313632
Worksite ConsultingSCAW SOUTH AFRICA (PROPRIETARY) LIMITED1067MetalsManufacturing Sector21.62%15.63%12.33%61.20%46.21%43.57%74.35%71.60%47.50%88.24%73.99%66.66%25.71%73273781814
Worksite ConsultingBeiersdorf Consumer Products (Pty) Ltd4173PharmaceuticalsManufacturing Sector33.33%23.43%12.33%41.57%60.46%43.57%66.67%54.17%47.50%100.00%66.01%66.66%41.05%126126077
Worksite ConsultingFeltex Retirement Fund7600Motor vehicleManufacturing Sector10.53%10.98%12.33%21.23%35.95%43.57%82.30%52.44%47.50%100.00%64.97%66.66%27.94%42241411219
Worksite ConsultingGelvenor Consolidated Fabrics (Pty) Ltd2878TextilesManufacturing Sector28.57%11.38%12.33%68.29%45.79%43.57%100.00%53.85%47.50%100.00%70.84%66.66%29.67%8588095
Worksite ConsultingHillside Aluminium (Pty) Ltd1562MetalsManufacturing Sector16.18%15.63%12.33%61.30%46.21%43.57%37.59%71.60%47.50%40.00%73.99%66.66%40.29%8049542116313
Worksite ConsultingRichards Bay Minerals Defined Contribution Provident Fund1079MiningMining Sector29.17%13.39%13.39%53.86%36.74%36.74%50.39%34.88%34.88%66.67%58.98%58.98%15.00%9809955168
Worksite ConsultingRichards Bay Minerals Defined Contribution Pension Fund1082MiningMining Sector32.65%13.39%13.39%64.41%36.74%36.74%96.49%34.88%34.88%88.89%58.98%58.98%11.59%9819945158
Worksite ConsultingSGX Logistics (Pty) Ltd7908Other professional and business servicesProfessional and Business Services Sector0.00%17.64%17.50%0.00%41.79%42.46%0.00%67.29%61.39%0.00%77.64%75.97%19.32%134138174
Worksite ConsultingTrade & Investment Kwazulu Natal2147Public sectorPublic Services sector33.33%21.76%21.76%8.89%25.17%25.17%0.00%47.15%47.15%0.00%53.74%53.74%52.81%4949000
FPC OutboundKFC (Pty) Ltd3390HospitalityRetail, Wholesale and Hospitality Sector30.77%8.81%3.59%36.77%44.97%27.54%0.00%44.35%36.68%0.00%72.00%66.26%48.31%2011980910
Worksite Consulting3M SOUTH AFRICA (PTY) LTD3215IT servicesProfessional and Business Services Sector25.00%20.75%17.50%28.17%48.46%42.46%0.00%59.85%61.39%0.00%69.41%75.97%22.67%169174161
Worksite ConsultingACKERMANS RETIREMENT FUND1252Retail and wholesaleRetail, Wholesale and Hospitality Sector10.13%2.57%3.59%19.58%20.67%27.54%66.39%34.97%36.68%50.00%64.57%66.26%20.57%1766175806070
Worksite ConsultingADIENT SOUTH AFRICA (PTY) LTD2480Motor vehicleManufacturing Sector15.63%10.98%12.33%15.31%35.95%43.57%0.00%52.44%47.50%0.00%64.97%66.66%31.73%34131601031
Worksite ConsultingAir Products South Africa (Pty) Ltd 9568Other manufacturingManufacturing Sector14.81%7.57%12.33%38.23%33.60%43.57%0.00%42.21%47.50%0.00%63.70%66.66%23.17%46245821420
Worksite ConsultingALEXANDER FORBES LIMITED1108TelecommunicationsTransport and telecommunication Sector22.07%13.37%8.41%39.20%43.08%32.33%54.56%57.00%41.84%71.43%60.31%52.42%15.13%468046542113129
Worksite ConsultingARM PENSION FUND1327MiningMining Sector0.00%13.39%13.39%0.00%36.74%36.74%0.00%34.88%34.88%0.00%58.98%58.98%40.67%194191114
Worksite ConsultingAVI LTD PENSION FUND1348Retail and wholesaleRetail, Wholesale and Hospitality Sector14.86%2.57%3.59%56.59%20.67%27.54%85.57%34.97%36.68%94.44%64.57%66.26%30.35%1223123434635
Worksite ConsultingAVON JUSTINE (PTY) LTD20192Other manufacturingManufacturing Sector8.57%7.57%12.33%8.34%33.60%43.57%0.00%42.21%47.50%0.00%63.70%66.66%45.23%62161413427
Worksite ConsultingBABCOCK AFRICA (1997) PENSION FUND1329Services related to engineering and real estateProfessional and Business Services Sector19.00%17.05%17.50%31.25%36.78%42.46%77.38%52.56%61.39%86.67%67.83%75.97%30.49%85984922336
Worksite ConsultingBOSCH HOLDINGS (PTY) LTD3158ConstructionConstruction Sector24.62%8.92%8.92%53.52%34.83%34.83%68.72%46.43%46.43%50.00%81.06%81.06%26.36%2522812201
Worksite ConsultingBSN MEDICAL (PTY) LTD1893PharmaceuticalsManufacturing Sector36.84%23.43%12.33%64.08%60.46%43.57%0.00%54.17%47.50%0.00%66.01%66.66%48.31%2202090414
Worksite ConsultingCOASTAL FARMERS CO-OPERATIVE LIMITED3101Fishing forestry and agricultureFishing, Forestry and agriculture0.00%5.67%5.23%0.00%36.66%35.61%0.00%22.67%21.08%0.00%62.49%61.17%67.63%192188015
Worksite ConsultingDBU CLEANING SERVICES CC20421UnclassifiedUnknownERROR:#N/A6.77%6.88%ERROR:#N/A33.73%33.79%ERROR:#N/A38.51%40.28%ERROR:#N/A69.37%64.62%ERROR:#N/A115110047
Worksite ConsultingDERIVCO (PTY) LTD11377IT servicesProfessional and Business Services Sector20.72%20.75%17.50%28.98%48.46%42.46%0.00%59.85%61.39%0.00%69.41%75.97%30.63%1419136803181
Worksite ConsultingDIMENSION DATA GROUP PROVIDENT FUND3132IT servicesProfessional and Business Services Sector18.50%20.75%17.50%42.60%48.46%42.46%77.74%59.85%61.39%43.75%69.41%75.97%11.05%810681242331303
Worksite ConsultingFAIRLANE AGENCIES (PTY) LTD7889Other manufacturingManufacturing Sector0.00%7.57%12.33%0.00%33.60%43.57%0.00%42.21%47.50%0.00%63.70%66.66%37.07%113114042
Worksite ConsultingG B BEARINGS (PTY) LTD1785Other manufacturingManufacturing Sector0.00%7.57%12.33%0.00%33.60%43.57%77.11%42.21%47.50%50.00%63.70%66.66%18.34%129131132
Worksite ConsultingGOODYEAR SOUTH AFRICA (PTY) LTD6167Motor vehicleManufacturing Sector23.64%10.98%12.33%59.59%35.95%43.57%75.00%52.44%47.50%61.11%64.97%66.66%32.52%1065107151313
Worksite ConsultingHIRT & CARTER (PTY) LTD1795Media and marketingPersonal Services SectorERROR:#N/A14.15%9.38%ERROR:#N/A45.25%31.61%ERROR:#N/A61.02%46.13%ERROR:#N/A85.67%62.71%ERROR:#N/A2424010
Worksite ConsultingIDC PROVIDENT FUND1078Public sectorPublic Services sector39.02%21.76%21.76%52.30%25.17%25.17%53.47%47.15%47.15%41.67%53.74%53.74%20.81%85886501813
Worksite ConsultingIMANA FOODS (SA) (PTY) LTD7891Food and beverageManufacturing Sector0.00%11.52%12.33%0.00%44.23%43.57%11.63%38.02%47.50%50.00%71.40%66.66%24.76%177180040
Worksite ConsultingINVICTA HOLDINGS LIMITED1668Other manufacturingManufacturing Sector7.38%7.57%12.33%26.94%33.60%43.57%72.81%42.21%47.50%78.26%63.70%66.66%26.52%87129738222754
Worksite ConsultingIT-DYNAMICS (PTY) LTD7875Other professional and business servicesProfessional and Business Services Sector28.57%17.64%17.50%24.72%41.79%42.46%0.00%67.29%61.39%0.00%77.64%75.97%36.93%52840373
Worksite ConsultingKANSAI PLASCON (PTY) LTD6648ConstructionConstruction Sector31.25%8.92%8.92%61.88%34.83%34.83%92.86%46.43%46.43%100.00%81.06%81.06%21.36%1141240120
Worksite ConsultingLAFARGE SOUTH AFRICA HOLDINGS (PTY) LTD7125UnclassifiedUnknown0.00%6.77%6.88%0.00%33.73%33.79%0.00%38.51%40.28%0.00%69.37%64.62%38.80%ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A
Worksite ConsultingMACSTEEL GROUP PENSION PLAN (THE)1853MetalsManufacturing Sector22.35%15.63%12.33%55.74%46.21%43.57%93.40%71.60%47.50%94.12%73.99%66.66%16.85%131613616454
Worksite ConsultingMAHLE BEHR SOUTH AFRICA (PTY) LTD5667Motor vehicleManufacturing Sector16.67%10.98%12.33%26.42%35.95%43.57%12.38%52.44%47.50%20.00%64.97%66.66%27.05%8808892105
Worksite ConsultingMR PRICE GROUP PENSION FUND2955Retail and wholesaleRetail, Wholesale and Hospitality Sector14.29%2.57%3.59%3.49%20.67%27.54%0.00%34.97%36.68%0.00%64.57%66.26%56.25%135181021
Worksite ConsultingMTN Retirement Fund (Provident Section)1108TelecommunicationsTransport and telecommunication Sector22.07%13.37%8.41%39.20%43.08%32.33%54.56%57.00%41.84%71.43%60.31%52.42%15.13%468046542113129
Worksite ConsultingMW Wheels SA (Pty) Ltd 6018UnclassifiedUnknown50.00%6.77%6.88%99.44%33.73%33.79%0.00%38.51%40.28%0.00%69.37%64.62%44.64%4949053
Worksite ConsultingNELSON MANDELA UNIVERSITY RETIREMENT FUND7018EducationPersonal Services Sector32.26%20.16%9.38%47.89%37.64%31.61%59.89%52.80%46.13%50.00%64.37%62.71%14.93%2171214111445
Worksite ConsultingNOV OIL AND GAS SERVICES SOUTH AFRICA (PYT) LTD8466Chemicals and plasticsManufacturing Sector23.08%13.71%12.33%31.01%33.00%43.57%0.00%42.35%47.50%0.00%55.83%66.66%56.05%128250093
Worksite ConsultingNTE COMPANY LIMITED3131IT servicesProfessional and Business Services Sector0.00%20.75%17.50%0.00%48.46%42.46%0.00%59.85%61.39%0.00%69.41%75.97%52.59%118118112
Worksite ConsultingPEARSON HOLDINGS SOUTHERN AFRICA (PTY) LTD5404Other professional and business servicesProfessional and Business Services Sector41.46%17.64%17.50%62.23%41.79%42.46%15.18%67.29%61.39%33.33%77.64%75.97%32.72%3113252197
Worksite ConsultingPricewaterhouseCoopers Staff Provident Fund1563Other professional and business servicesProfessional and Business Services Sector33.46%17.64%17.50%59.64%41.79%42.46%45.53%67.29%61.39%42.86%77.64%75.97%17.43%291329252174156
Worksite ConsultingRHEEM SOUTH AFRICA (PTY) LTD1571MetalsManufacturing Sector40.00%15.63%12.33%25.33%46.21%43.57%66.67%71.60%47.50%100.00%73.99%66.66%52.04%4646000
Worksite ConsultingRhodes University Provident Fund1380EducationPersonal Services Sector10.00%20.16%9.38%7.75%37.64%31.61%0.00%52.80%46.13%0.00%64.37%62.71%53.73%6266131619
Worksite ConsultingRobert Bosch Retirement Benefit Fund5274UnclassifiedUnknown34.62%6.77%6.88%80.01%33.73%33.79%0.00%38.51%40.28%0.00%69.37%64.62%22.17%31331301615
Worksite ConsultingROYAL HASKONINGDHV (PTY) LTD8663Services related to engineering and real estateProfessional and Business Services Sector32.58%17.05%17.50%46.87%36.78%42.46%67.04%52.56%61.39%80.00%67.83%75.97%32.63%4855102306
Worksite ConsultingSAKATA SEED SOUTHERN AFRICA (PTY) LTD1221Fishing forestry and agricultureFishing, Forestry and agriculture23.08%5.67%5.23%43.44%36.66%35.61%76.60%22.67%21.08%100.00%62.49%61.17%36.30%170165027
Worksite ConsultingSC JOHNSON & SON SA (PTY) LTD1519Electrical and componentsManufacturing Sector31.03%22.85%12.33%43.10%54.80%43.57%0.00%61.54%47.50%0.00%65.71%66.66%46.72%2012030119
Worksite ConsultingSMITH & NEPHEW (PTY) LTD3568HealthPersonal Services Sector41.18%9.23%9.38%72.11%26.68%31.61%0.00%42.99%46.13%0.00%55.73%62.71%38.96%35634321428
Worksite ConsultingSOUTH AFRICAN HOME LOANS (PTY) LTD1752Other professional and business servicesProfessional and Business Services Sector7.14%17.64%17.50%18.64%41.79%42.46%15.47%67.29%61.39%25.00%77.64%75.97%32.99%85587203518
Worksite ConsultingSOUTH AFRICAN NATIONAL BLOOD SERVICE PROVIDENT FUND5075HealthPersonal Services Sector10.00%9.23%9.38%17.00%26.68%31.61%44.94%42.99%46.13%44.83%55.73%62.71%34.48%2435241943958
Worksite ConsultingSOUTH AFRICAN SUGAR ASSOCIATION5426Food and beverageManufacturing Sector22.73%11.52%12.33%45.33%44.23%43.57%86.78%38.02%47.50%100.00%71.40%66.66%56.32%34334631010
Worksite ConsultingTHE ACSA RETIREMENT FUND3070Transport distribution and logisticsTransport and telecommunication Sector17.82%5.50%8.41%34.22%24.82%32.33%73.63%38.08%41.84%87.50%48.35%52.42%25.88%3224318774474
Worksite ConsultingTOYOTA SOUTH AFRICA MOTORS (PTY) LTD2531Motor vehicleManufacturing Sector20.00%10.98%12.33%63.34%35.95%43.57%84.89%52.44%47.50%100.00%64.97%66.66%37.62%7607530715
Worksite ConsultingTRENTYRE (PTY) LTD6363Motor vehicleManufacturing Sector2.99%10.98%12.33%1.88%35.95%43.57%23.36%52.44%47.50%5.88%64.97%66.66%26.09%994101866948
Worksite ConsultingT-SYSTEMS RETIREMENT FUND1154IT servicesProfessional and Business Services Sector27.48%20.75%17.50%66.36%48.46%42.46%72.36%59.85%61.39%75.00%69.41%75.97%22.91%6987193299
Worksite ConsultingUNIVERSITY OF KWAZULU - NATAL RETIREMENT FUND3240EducationPersonal Services Sector23.58%20.16%9.38%41.24%37.64%31.61%74.01%52.80%46.13%64.29%64.37%62.71%32.93%3664365953445
Worksite ConsultingVOPAK TERMINAL DURBAN (PTY) LTD2924Chemicals and plasticsManufacturing Sector50.00%13.71%12.33%81.74%33.00%43.57%0.00%42.35%47.50%0.00%55.83%66.66%57.58%1321030332
Worksite ConsultingChambers of Commerce and Industry Pension Fund2606Other professional and business servicesProfessional and Business Services Sector5.00%17.64%17.50%8.70%41.79%42.46%76.82%67.29%61.39%66.67%77.64%75.97%22.40%371380090
Proactive Outbound-FPCADAM EQUIPMENT (S.A.) (PTY) LTD17025Industrial industryManufacturing Sector0.00%2.83%12.33%0.00%27.86%43.57%0.00%50.00%47.50%0.00%62.83%66.66%21.54%1414000
Proactive Outbound-FPCALS CHEMEX SOUTH AFRICA (PTY) LTD2473Chemicals and plasticsManufacturing Sector25.00%13.71%12.33%88.21%33.00%43.57%0.00%42.35%47.50%0.00%55.83%66.66%37.54%8793151
Proactive Outbound-FPCANTISEPTOL INTERNATIONAL CO (PTY) LTD17044ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A4748010
Proactive Outbound-FPCAURIGA COMPUTER SERVICES CC17045ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A11000
Proactive Outbound-FPCBAILEY AND PURSEY PRINTERS CC17136ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A22000
Proactive Outbound-FPCBANTAM DISTRIBUTORS CC17032ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A1112010
Proactive Outbound-FPCBB CAMPERS CC T/A BOBO CAMPERS17157Other professional and business servicesProfessional and Business Services Sector0.00%17.64%17.50%0.00%41.79%42.46%0.00%67.29%61.39%0.00%77.64%75.97%22.98%2623003
Proactive Outbound-FPCBERGSTAN SOUTH AFRICA CONSULTING AND DEVELOPMENT ENGINEERS (PTY) LTD1216Services related to engineering and real estateProfessional and Business Services Sector16.67%17.05%17.50%40.22%36.78%42.46%0.00%52.56%61.39%0.00%67.83%75.97%28.46%6465021
Proactive Outbound-FPCBOUWERS INDUSTRIAL PARK (PTY) LTD18039ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A76001
Proactive Outbound-FPCCANCER ASSOCIATION OF SOUTH AFRICA T/A CANSA1836Other personal servicesPersonal Services Sector3.03%6.97%9.38%4.32%27.95%31.61%0.00%37.25%46.13%0.00%58.21%62.71%35.19%24524331317
Proactive Outbound-FPCCHAMBER OF COMMERCE AND INDUSTRY - JOHANNESBURG NPC17117Other professional and business servicesProfessional and Business Services Sector0.00%17.64%17.50%0.00%41.79%42.46%0.00%67.29%61.39%0.00%77.64%75.97%19.30%2120000
Proactive Outbound-FPCCOLCAB (PTY) LTD5764UnclassifiedUnknown0.00%6.77%6.88%0.00%33.73%33.79%0.00%38.51%40.28%0.00%69.37%64.62%28.57%5855003
Proactive Outbound-FPCCOMHAN TRADING CO (PTY) LTD17158ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A22000
Proactive Outbound-FPCCURRIE'S POST TRADING (PTY) LTD17159Other personal servicesPersonal Services Sector0.00%6.97%9.38%0.00%27.95%31.61%0.00%37.25%46.13%0.00%58.21%62.71%93.69%22000
Proactive Outbound-FPCDORPER WIND FARM (RF) (PTY) LTD18027ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A55000
Proactive Outbound-FPCEASTERN CAPE DEVELOPMENT CORPORATION2476Public sectorPublic Services sector8.70%21.76%21.76%25.97%25.17%25.17%74.54%47.15%47.15%83.33%53.74%53.74%33.53%150149135
Proactive Outbound-FPCEVERBRAVE INTERNATIONAL (PTY) LTD17035Other professional and business servicesProfessional and Business Services Sector0.00%17.64%17.50%0.00%41.79%42.46%0.00%67.29%61.39%0.00%77.64%75.97%15.60%77000
Proactive Outbound-FPCFIAMMA SOUTHERN AFRICA CC18301ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A55000
Proactive Outbound-FPCH P I INSERTS (PTY) LTD17052ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A97002
Proactive Outbound-FPCICTS TRACING SERVICES (PTY) LTD17027Industrial industryManufacturing Sector0.00%2.83%12.33%0.00%27.86%43.57%0.00%50.00%47.50%0.00%62.83%66.66%48.23%6767000
Proactive Outbound-FPCINDUSTRIAL DISTILLERS AND REFINERS CC17028ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A1211001
Proactive Outbound-FPCINVESTMENT CONSULTING & TRUSTEE SERVICES (PTY) LTD17053Other professional and business servicesProfessional and Business Services Sector0.00%17.64%17.50%0.00%41.79%42.46%0.00%67.29%61.39%0.00%77.64%75.97%30.24%1617010
Proactive Outbound-FPCKATLEGO GLOBAL LOGISTICS (PTY) LTD17118Other professional and business servicesProfessional and Business Services Sector0.00%17.64%17.50%0.00%41.79%42.46%0.00%67.29%61.39%0.00%77.64%75.97%28.56%1213000
Proactive Outbound-FPCKATLEGO LUXURY TOURS AND SAFARIS (PTY) LTD17119ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A99000
Proactive Outbound-FPCKFC (PTY) LTD3390HospitalityRetail, Wholesale and Hospitality Sector30.77%8.81%3.59%36.77%44.97%27.54%0.00%44.35%36.68%0.00%72.00%66.26%48.31%2011980910
Proactive Outbound-FPCMARELLI MOTORI SOUTH AFRICA (PTY) LTD17131Other personal servicesPersonal Services Sector0.00%6.97%9.38%0.00%27.95%31.61%0.00%37.25%46.13%0.00%58.21%62.71%48.02%44000
Proactive Outbound-FPCMITSUBISHI CORPORATION17031ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A1820031
Proactive Outbound-FPCNEW WECHSLER (PTY) LTD17046Industrial industryManufacturing Sector0.00%2.83%12.33%0.00%27.86%43.57%100.00%50.00%47.50%100.00%62.83%66.66%8.86%1920010
Proactive Outbound-FPCPACKAGING CENTRE (MIDRAND) PTY LTD17964ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A1616000
Proactive Outbound-FPCPARASOL LEISURE CC18302MiningMining Sector0.00%13.39%13.39%0.00%36.74%36.74%0.00%34.88%34.88%0.00%58.98%58.98%40.41%33000
Proactive Outbound-FPCQ V TRADING CC17037ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A44000
Proactive Outbound-FPCROCKWELL AUTOMATION (PTY) LTD1301Other manufacturingManufacturing Sector8.33%7.57%12.33%64.22%33.60%43.57%84.23%42.21%47.50%66.67%63.70%66.66%48.44%164164074
Proactive Outbound-FPCSA METAL GROUP (PROPRIETARY) LIMITED2573Other manufacturingManufacturing Sector1.13%7.57%12.33%26.17%33.60%43.57%17.62%42.21%47.50%22.22%63.70%66.66%21.91%1445144805643
Proactive Outbound-FPCSCALETEC S.A. (PTY) LTD17040Industrial industryManufacturing Sector0.00%2.83%12.33%0.00%27.86%43.57%0.00%50.00%47.50%0.00%62.83%66.66%15.19%99000
Proactive Outbound-FPCSTEEL SUPPLIES (PTY) LTD17041ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A55000
Proactive Outbound-FPCTHE LIQUEFIED PETROLEUM GAS SAFETY ASSOCIATION OF SOUTHERN AFRICA NPC17125Industrial industryManufacturing Sector0.00%2.83%12.33%0.00%27.86%43.57%0.00%50.00%47.50%0.00%62.83%66.66%47.25%1313000
Proactive Outbound-FPCTRANSTOOL DISTRIBUTORS (PTY) LTD17042ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A56010
Proactive Outbound-FPCTWO OCEANS AQUARIUM TRUST1896HospitalityRetail, Wholesale and Hospitality Sector75.00%8.81%3.59%84.96%44.97%27.54%0.00%44.35%36.68%0.00%72.00%66.26%53.18%9899111
Proactive Outbound-FPCWIRTGEN SOUTH AFRICA (PTY) LTD17047Industrial industryManufacturing Sector0.00%2.83%12.33%0.00%27.86%43.57%0.00%50.00%47.50%0.00%62.83%66.66%28.12%5352001
Proactive Outbound-FPCWORLD CLASS INDUSTRIAL SUPPLIES CC17048Industrial industryManufacturing Sector0.00%2.83%12.33%0.00%27.86%43.57%0.00%50.00%47.50%0.00%62.83%66.66%24.39%77000
Proactive Outbound-IACCYRIL RAMAPHOSA FOUNDATION TRUST15063ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A2623003
Proactive Outbound-IACDAYMON WORLDWIDE SOUTH AFRICA INC.17535Retail and wholesaleRetail, Wholesale and Hospitality Sector2.58%2.57%3.59%17.07%20.67%27.54%0.00%34.97%36.68%0.00%64.57%66.26%31.44%2272229215535
Proactive Outbound-IACDIASORIN SOUTH AFRICA (PTY) LTD3209HealthPersonal Services Sector20.00%9.23%9.38%77.49%26.68%31.61%0.00%42.99%46.13%0.00%55.73%62.71%52.58%3536010
Proactive Outbound-IACFENNER CONVEYOR BELTING (SOUTH AFRICA)(PTY) LTD1312Other manufacturingManufacturing Sector0.00%7.57%12.33%0.00%33.60%43.57%72.74%42.21%47.50%100.00%63.70%66.66%17.85%2019001
Proactive Outbound-IACLegal Provident Fund1721Other professional and business servicesProfessional and Business Services Sector6.95%17.64%17.50%24.19%41.79%42.46%36.54%67.29%61.39%21.05%77.64%75.97%14.80%4357434915104118
Proactive Outbound-IACSouth African Dental Technician Employees Umbrella Fund5717HealthPersonal Services Sector37.50%9.23%9.38%56.24%26.68%31.61%0.00%42.99%46.13%0.00%55.73%62.71%47.67%2352362254
Worksite ConsultingAIR LIQUIDE1404Electrical and componentsManufacturing Sector9.23%22.85%12.33%38.16%54.80%43.57%40.58%61.54%47.50%57.14%65.71%66.66%42.29%45547222712
Worksite ConsultingPROCESS SALES (PTY) LTD7892Media and marketingPersonal Services Sector0.00%14.15%9.38%0.00%45.25%31.61%0.00%61.02%46.13%0.00%85.67%62.71%44.55%188185038
MES CRS etc corrections
(MES PAGE 3) RBC Worksite - Enhanced RBC Report recon (30 Sept 2019)
Subsidiary (Y/N)Parent Company/FundRBC OptionFund NameCase KeyAdmin SourceMember Education SessionsNo. of MES Sessions (by region)MES Sessions(Main Topic)No. of NRA 1Sessions No. of NRA Sessions (by region)No. of CRS SessionsNo. of CRS Sessions (by region)No. of NRA 6 months Sessions No. of NRA 6 months Sessions (by region)
No. of SessionsNo. of AttendeesJHBPTAWCKZNECFSNCNWLPMPMain topic nameNo. of SessionsNo. of AttendeesGAUWCKZNECFSNCNWLPMPNo. of SessionsNo. of AttendeesJHB PTAWCKZNECFSNCNWLPMPNo. of SessionsNo. of AttendeesJHBPTAWCKZNECFSNCNWLPMP
Worksite ConsultingALEXANDER FORBES LIMITED1108Khanya122061125300000Fund Overview00000000000000000000000130010000000
Worksite ConsultingAVI LTD PENSION FUND1348Khanya161829025000000Fund Overview12100000000000000000000000000000000
Worksite ConsultingSOUTH AFRICAN NATIONAL BLOOD SERVICE PROVIDENT FUND5075Khanya2617014109200000Fund Overview000000000005100101210000000000000000
Worksite ConsultingMTN Retirement Fund (Pension Section)1107Khanya2337022010000000Fund Overview00000000000140000100000000000000000
Worksite ConsultingASSMANG PROVIDENT FUND3060Khanya61996000000000Fund Overview00000000000000000000000000000000000
Engagements combined
RBC Worksite - Enhanced RBC Report recon (30 Sept 2019)
RBC Worksite Consulting Recon (30 Sept 2019)
12345678910111213141516171819202122232425262728293031323334353637383940414243444546474849505152535455565758596061626364656667686970717273747576777879
Subsidiary (Y/N)Parent Company/FundRBC OptionFund NameCase Key(Quarter ended 30 Sept)Combined Total - Master File & CRM source(Inception to30 June)Master File sourceYTD TOTAL JOINERS(Quarter ended 30 Sept) Combined Total - Master File & CRM source(Inception to 30 June)Master File sourceYTD TOTAL LEAVERS(Quarter ended 30 Sept) Combined Total - Master File & CRM source(Inception to 30 June)Master File sourceYTD TOTAL RETIREESJoiners (service selected)Leavers (service selected)Retirees (service selected)Comments
Joiners EngagedRegional Breakdown - Q3 worksite consultingJoiners EngagedRegional Breakdown - Q3 worksite consultingJoiners YTDLeavers EngagedLeavers EngagedRegional Breakdown - Q3 worksite consultingTotal leavers engaged YTDRetirees EngagedRegional Breakdown - Q3 worksite consultingRetirees EngagedRegional Breakdown - Q3 worksite consultingRBC onlyRBC+AdviceRBC DeclinedRBC onlyRBC+AdviceRBC DeclinedRBC onlyRBC+AdviceRBC Declined
JHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMP
Worksite Consulting3M SOUTH AFRICA (PTY) LTD3,215000000000000000000000000000000000000000000000033000000000110000000004000000021000
Worksite ConsultingACKERMANS RETIREMENT FUND1252700700000002002000000090000000000020020000000200000000000000000000000700000000000
Worksite ConsultingADIENT SOUTH AFRICA (PTY) LTD2,480000000000000000000000000000000000000000000000011000000000110000000002000000010000
Worksite ConsultingAIR LIQUIDE1,404000000000000000000000000000000000000000000000000000000000300030000003000000000000
Worksite ConsultingAir Products South Africa (Pty) Ltd 9,568141400000000000000000000142200000000000000000000200000000000000000000000491110000000
Worksite ConsultingALEXANDER FORBES LIMITED1108AF3127200200000200110000003390900000000000000000009330000000000000000000037123009003000
Worksite ConsultingARM PENSION FUND1327110000000000000000000011100000000000000000000144000000000440000000008010100220000
Worksite ConsultingASSMANG PROVIDENT FUND3,060000000000000000000000000000000000000000000000033000000000000000000003000000003000
Worksite ConsultingAVI LTD PENSION FUND13480000000000000000000000000000000000000000000000101000000000000000000000100000000100000
Worksite ConsultingAVON JUSTINE (PTY) LTD20,192880000000000000000000087700000000000000000000744000000000000000000004512304220000
Worksite ConsultingBABCOCK AFRICA (1997) PENSION FUND1329000000000000000000000001100000000000000000000133000000000000000000003000010030000
Worksite ConsultingBeiersdorf Consumer Products (Pty) Ltd4,173000000000001000100000010000000000000000000000000000000000000000000000000000000000
Worksite ConsultingBLUESPEC RETIREMENT FUND8,765000000000000000000000000000000000000000000000022000000000000000000002000000002000
Worksite ConsultingBOSCH HOLDINGS (PTY) LTD31582100100000010001000000340004000000900090000001300000000000000000000000200211000000
Worksite ConsultingBSN MEDICAL (PTY) LTD1,8934000400000070007000000111000100000000000000000100000000000130001300000013310100000000
FPC OutboundCHAMBER OF COMMERCE AND INDUSTRY - JOHANNESBURG NPC17,117000000000003000300000030000000000000000000000044000000000000000000004000000301000
Worksite ConsultingCIPLA MEDPRO SOUTH AFRICA (PTY) LTD7,696000000000000000000000000000000000000000000000020020000000000000000002000000002000
Worksite ConsultingCOASTAL FARMERS CO-OPERATIVE LIMITED3,101200020000000000000000020000000000000000000000000000000000000000000000020000000000
Worksite ConsultingDBU CLEANING SERVICES CC20,421300030000000000000000033000300000010001000000400000000000000000000000300300000000
Worksite ConsultingDERIVCO (PTY) LTD11,377100010000000000000000016000600000019000190000002500000000000100010000001100411000000
Worksite ConsultingDIMENSION DATA GROUP PROVIDENT FUND3,1322200000000000000000000212120000000000000000000012121200000000000000000000122007051011000
YesKWADEN INVESTMENTS (PTY) LTDWorksite ConsultingFAIRLANE AGENCIES (PTY) LTD7,889000000000000000000000001000100000000000000000100000000000000000000000000100000000
Worksite ConsultingFeltex Retirement Fund7,600000000000001000010000010000000000000000000000000000000000100001000001000000000000
Worksite ConsultingFry Group Foods (Pty) Ltd20,295000000000000000000000001000100000000000000000100000000000000000000000000010000000
Worksite ConsultingG B BEARINGS (PTY) LTD1,785000000000000000000000000000000000000000000000010001000000000000000001000000100000
Worksite ConsultingGelvenor Consolidated Fabrics (Pty) Ltd2,878000000000000000000000000000000000030003000000300000000000000000000000000000000000
Worksite ConsultingGOODYEAR SOUTH AFRICA (PTY) LTD6167000000000004000040000043200010000020000200000520000200000000000000002000201020000
Worksite ConsultingHillside Aluminium (Pty) Ltd1,562000000000000000000000000000000000025000250000002500000000000000000000000000000000000
YesTiso Blackstar GroupWorksite ConsultingHIRT & CARTER (PTY) LTD1795100010000000000000000010000000000000000000000010001000000000000000001001000010000
Worksite ConsultingIBM S.A. 1994 Provident Fund1,005000000000000000000000000000000000000000000000011000000000000000000001000000001000
Worksite ConsultingIBM SOUTH AFRICA FIXED CONTRIBUTION PENSION FUND1,006000000000000000000000000000000000000000000000011000000000000000000001000000001000
Worksite ConsultingIDC PROVIDENT FUND1078000000000000000000000000000000000000000000000033000000000000000000003000000210000
YesKWADEN INVESTMENTS (PTY) LTDWorksite ConsultingIMANA FOODS (SA) (PTY) LTD7,8910000000000000000000000010001000000100010000002000000001000000
Worksite ConsultingINVICTA HOLDINGS LIMITED1,6685200300000000000000000500022000000000100010000003203000020000
YesKWADEN INVESTMENTS (PTY) LTDWorksite ConsultingIT-DYNAMICS (PTY) LTD7,875000000000000000000000001000100000000000000000110001000000000000000001000001001000
Worksite ConsultingKANSAI PLASCON (PTY) LTD6,64800000000000000000000000010001000000122000000000100010000003000000020000
FPC OutboundKFC (Pty) Ltd3,390000000000005500000000050000000000000000000000000000000000000000000000000000000000
Worksite ConsultingLAFARGE INDUSTRIES SOUTH AFRICA (PTY) LTD7,126000000000000000000000000000000000000000000000011000000000000000000001000000001000
Worksite ConsultingLafarge Mining South Africa (Pty) Ltd7129000000000000000000000001000100000000000000000111000000000000000000001000100001000
IAC OutboundLegal Provident Fund1,721000000000000000000000000000000000000000000000014014000000000000000000014000000608000
Worksite ConsultingMACSTEEL GROUP PENSION PLAN (THE)18531000010000000000000000180008000000440000000001255000000000000000000005100017050000
Worksite ConsultingMAHLE BEHR SOUTH AFRICA (PTY) LTD5667000000000000000000000002000110000020000200000420002000000000000000002000020011000
Worksite ConsultingMR PRICE GROUP LIMITED16,90800000000000000000000000000000000000000000000004000400000000000000004000000031000
Worksite ConsultingMR PRICE GROUP PENSION FUND2955000000000000000000000000000000000000000000000050005000000000000000005000000041000
Worksite ConsultingMTN Retirement Fund (Provident Section)1108000000000001700017000000171311002000000100010000001410010000000000000000001000481010000
Worksite ConsultingMTN RETIREMENT FUND(PENSION SECTION)1,107000000000000000000000000000000000000000000000011000000000000000000001000000001000
Worksite ConsultingMW Wheels SA (Pty) Ltd 6,018100001000000000000000010000000000000000000000000000000000000000000000100000000000
Worksite ConsultingNELSON MANDELA UNIVERSITY RETIREMENT FUND7,018000000000000000000000000000000000000000000000030000300000000000000003000000030000
Worksite ConsultingNOV OIL AND GAS SERVICES SOUTH AFRICA (PYT) LTD8,466000000000000000000000001000010000000000000000100000000000000000000000000010000000
Worksite ConsultingNTE COMPANY LIMITED3131110000000000000000000011000100000010001000000230003000000000000000003100001012000
Worksite ConsultingNU-WORLD INDUSTRIES (PTY) LTD3,014000000000000000000000001100000000011000000000200000000000220000000002000010000000
Worksite ConsultingPEARSON HOLDINGS SOUTHERN AFRICA (PTY) LTD5404100100000000000000000010000000000000000000000020020000000000000000002010000020000
Worksite ConsultingPFISTERER (PTY) LTD2,113000000000000000000000001100000000000000000000140004000000000000000004000001022000
Worksite ConsultingPricewaterhouseCoopers Staff Provident Fund156352000300000300003000008102010700000620004000001600000000000000000000000230622000000
YesKWADEN INVESTMENTS (PTY) LTDWorksite ConsultingPROCESS SALES (PTY) LTD7,892000000000000000000000000000000000000000000000000000000000100010000001000000000000
Worksite ConsultingRECKITT BENCKISER RETIREMENT FUND1,116000000000000000000000000000000000000000000000044000000000000000000004000000004000
Worksite ConsultingRHEEM SOUTH AFRICA (PTY) LTD1,5710000000000020002000000210001000000000000000001700070000005000500000012000100430000
Worksite ConsultingRhodes University Provident Fund1380000000000000000000000000000000000000000000000010000100000000000000001000000010000
Worksite ConsultingRichards Bay Minerals Defined Contribution Pension Fund1,082000000000000000000000000000000000010001000000100000000000100010000001000000000000
Worksite ConsultingRichards Bay Minerals Defined Contribution Provident Fund1,079000000000000000000000000000000000000000000000000000000000100010000001000000000000
Worksite ConsultingRobert Bosch Retirement Benefit Fund5,274110000000000000000000011100000000000000000000100000000000000000000000100010000000
Worksite ConsultingROUTE HOLDINGS PENSION FUND2,91100000000000000000000000100000100000110000010000000000000001000001100000
Worksite ConsultingROYAL HASKONINGDHV (PTY) LTD8,663000000000000000000000001000100000000000000000144000000000000000000004000100130000
Worksite ConsultingSA Airlink Provident Fund8,994000000000000000000000000000000000000000000000077000000000000000000007000000313000
Worksite ConsultingSAKATA SEED SOUTHERN AFRICA (PTY) LTD1,22177000000000550000000001222000000000440000000006151500000000011000000000167002001140000
Worksite ConsultingSC JOHNSON & SON SA (PTY) LTD1,519110000000000000000000014400000000000000000000400000000000000000000000100103000000
Worksite ConsultingSCAW SOUTH AFRICA (PROPRIETARY) LIMITED1,067000000000000000000000000000000000000000000000055000000000000000000005000000032000
Worksite ConsultingSGX Logistics (Pty) Ltd7,908000000000000000000000000000000000000000000000000000000000200020000002000000000000
Worksite ConsultingSMITH & NEPHEW (PTY) LTD3,568320001000003100200000061000100000000000000000100000000000000000000000201010000000
Worksite ConsultingSOUTH AFRICAN HOME LOANS (PTY) LTD1,7526000600000040004000000100000000000000000000000000000000000000000000000321000000000
Worksite ConsultingSOUTH AFRICAN NATIONAL BLOOD SERVICE PROVIDENT FUND5,075300003000000000000000030000000000000000000000030003000000000000000003030000003000
Worksite ConsultingSOUTH AFRICAN SUGAR ASSOCIATION5,426300030000000000000000030000000000020002000000200000000000100010000001210000000000
Worksite ConsultingTAVCOR MOTOR GROUP (PTY) LTD1,766000000000000000000000000000000000000000000000040000400000000000000004000000400000
Worksite ConsultingTETRA PAK RETIREMENT FUND5,497000000000000000000000000000000000000000000000010001000000000000000001000000010000
Worksite ConsultingTHE ACSA RETIREMENT FUND3,070000000000000000000000000000000000000000000000020002000000000000000002000000020000
Worksite ConsultingTOYOTA SOUTH AFRICA MOTORS (PTY) LTD2,531120001200000019000190000003140004000000100010000005000000000000000000000000120040000000
Worksite ConsultingTrade & Investment Kwazulu Natal2,147000000000001000100000010000000000000000000000000000000000000000000000000000000000
Worksite ConsultingTRENTYRE (PTY) LTD6,363110000000000000000000010000000000000000000000042000200000000000000004010000022000
Worksite ConsultingT-SYSTEMS RETIREMENT FUND1,154000000000000000000000002200000000000000000000216160000000000000000000016000110187000
Worksite ConsultingUNIVERSITY OF JOHANNESBURG PENSION FUND5871660000000000000000000063300000000000000000000300000000000000000000000105003000000
Worksite ConsultingUNIVERSITY OF KWAZULU - NATAL RETIREMENT FUND3,240200020000000000000000020000000000000000000000020002000000000000000002200000020000
Worksite ConsultingVOPAK TERMINAL DURBAN (PTY) LTD2,9248000800000030003000000110000000000000000000000000000000000000000000000620000000000
FPC OutboundWIRTGEN SOUTH AFRICA (PTY) LTD17,047000000000000000000000000000000000000000000000011000000000000000000001000000001000
1437628461100000831103618000002261115291381010000831102658000001971881201453612100003990030100000228664037422742428066000
Control 14114301101111101870
0187143111188
Engagements corrections
RBC Worksite Consulting Recon (30 Sept 2019)8
Subsidiary (Y/N)Parent Company/FundRBC OptionFund NameCase Key(Quarter ended 30 Sept)Combined Total - Master File & CRM source(Inception to30 June)Master File sourceYTD TOTAL JOINERS(Quarter ended 30 Sept) Combined Total - Master File & CRM source(Inception to 30 June)Master File sourceYTD TOTAL LEAVERS(Quarter ended 30 Sept) Combined Total - Master File & CRM source(Inception to 30 June)Master File sourceYTD TOTAL RETIREESJoiners (service selected)Leavers (service selected)Retirees (service selected)Comments
Joiners EngagedRegional Breakdown - Q3 worksite consultingJoiners EngagedRegional Breakdown - Q3 worksite consultingLeavers EngagedLeavers EngagedRegional Breakdown - Q3 worksite consultingRetirees EngagedRegional Breakdown - Q3 worksite consultingRetirees EngagedRegional Breakdown - Q3 worksite consultingRBC onlyRBC+AdviceRBC DeclinedRBC onlyRBC+AdviceRBC DeclinedRBC onlyRBC+AdviceRBC Declined
JHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMPJHBPTAWCKZNECFSNCNWLPMP
Worksite ConsultingALEXANDER FORBES LIMITED11083127200200000200110000003390900000000000000000009330000000000000000000037123009003
Worksite ConsultingARM PENSION FUND1327110000000000000000000011100000000000000000000144000000000440000000008010100220
Worksite ConsultingAVI LTD PENSION FUND13480000000000000000000000000000000000000000000000101000000000000000000000100000000100
Worksite ConsultingBABCOCK AFRICA (1997) PENSION FUND1329000000000000000000000001100000000000000000000133000000000000000000003000010030
Worksite ConsultingBOSCH HOLDINGS (PTY) LTD31582100100000010001000000340004000000900090000001300000000000000000000000200211000
Worksite ConsultingIDC PROVIDENT FUND1078000000000000000000000000000000000000000000000033000000000000000000003000000210
Worksite ConsultingMACSTEEL GROUP PENSION PLAN (THE)18531000010000000000000000180008000000440000000001255000000000000000000005100017050
Worksite ConsultingMR PRICE GROUP PENSION FUND2955000000000000000000000000000000000000000000000050005000000000000000005000000041
Worksite ConsultingMTN Retirement Fund (Provident Section)1108000000000001700017000000171311002000000100010000001410010000000300000000004000481010
Worksite ConsultingNTE COMPANY LIMITED3131110000000001000000000021000100000010001000000230003000000000000000003100001012
Worksite ConsultingPEARSON HOLDINGS SOUTHERN AFRICA (PTY) LTD5404100100000000000000000010000000000000000000000020020000000000000000002010000020
Worksite ConsultingPricewaterhouseCoopers Staff Provident Fund156352000300000300003000008102010700000620004000001600000000000000000000000230622000
Worksite ConsultingRhodes University Provident Fund1380000000000000000000000000000000000000000000000010000100000000000000001000000010
Fund facts
Case KeyClients Enhanced RBC pitched toSign-up ProvinceSign-up City Client TypeDATE Instruction form receivedEnhanced RBC Option Selected If Worksite Consulting(Number of free days)If Worksite Consulting(Number of Paid days)Lead EB Consultant Financial Wellbeing ConsultantFPC Consultant
32153M SOUTH AFRICA (PTY) LTDGautengJohannesburgAFRF43549Worksite Consulting Day - On requestBuhle LangaAnna-Retha Botha
1252ACKERMANS RETIREMENT FUNDWestern CapeStellenboschStandalone43517Worksite consulting3 per monthMariane Van der LooGavin Smith
2480ADIENT SOUTH AFRICA (PTY) LTDEastern CapePort ElizabethAFRF43609Worksite consulting1 per quarterNaahid BellJanice MarzKamo Motshegare
1404AIR LIQUIDEGautengJohannesburgAFRF43754Worksite consulting1 per monthNigel PillayKerry Sutherland
9568Air Products South Africa (Pty) Ltd GautengJohannesburgAFRF43637Worksite consulting1 per monthTriveshan Naidoo (Deactivated 2019/07/02)Amantha HariramanIsaac Chisenga
1108AFALEXANDER FORBES LIMITEDGautengJohannesburgAFRF43627Worksite consulting4 per monthReuven CoenenAmantha HariramanKwanda Mvelase
1327ARM Pension FundGautengJohannesburgStandalone43550Worksite consulting1 per monthLindi MositoKululwa ZwideGraham Knight
3060ASSMANG PROVIDENT FUNDGautengJohannesburgStandalone43699Worksite consulting2 per monthLindi MositoKululwa ZwideGraham Knight
1348AVI Ltd Pension FundGautengJohannesburgStandalone43656Worksite consulting4 per monthRobyn HodgesAnton CoetzeeWillem Voogt
20192AVON JUSTINE (PTY) LTDGautengJohannesburgAFRF43619Worksite Consulting Day - On requestVaneshree NaidooThags Naidoo
1329Babcock Africa (1997) Pension FundGautengJohannesburgStandalone43587Worksite consulting1 per monthRobyn HodgesThags NaidooChris Viljoen
4173Beiersdorf Consumer Products (Pty) LtdKwaZulu NatalDurbanAFRF43516Worksite consulting1 per quarterChantell WatkinsSahil DeochandKeith Storey
8765BLUESPEC RETIREMENT FUNDGautengJohannesburgStandalone43697Worksite consulting1 per quarterKagiso Poo
3158Bosch Holdings (Pty) LtdKwaZulu NatalDurbanAFRF43514Worksite consulting1 per quarterChantell WatkinsStephanie ChettyBenji Hector
1893BSN Medical (Pty) LtdKwaZulu NatalDurbanAFRF43514Worksite consulting1 per quarterChantell WatkinsSomi MbasaneRookaya Hussein (Deactivated 2019/11/02)
17117CHAMBER OF COMMERCE AND INDUSTRY - JOHANNESBURG NPCGautengJohannesburgAFRF43572Proactive outbound contact - FPC - no SLACornel De WaalKerry Sutherland
7696CIPLA MEDPRO SOUTH AFRICA (PTY) LTDWestern CapeStellenboschAFRF43696Worksite consulting1 per monthMbali DludlaSomi MbasaneBryce Lister
3101COASTAL FARMERS' CO-OPERATIVE LIMITEDKwaZulu NatalDurbanAFRF43508Worksite consulting1 per quarterChantell WatkinsSomi MbasaneNirvana Maharaj
20421DBU Cleaning Services CCKwaZulu NatalDurbanAFRF43573Worksite Consulting Day - On requestStacy DyerSomi MbasaneDaniel Kakora
11377DERIVCO (PTY) LTDKwaZulu NatalDurbanAFRF43556Worksite consulting2 per monthClive FrancisNtopho NtshangaseKeith Storey
3132Dimension Data Group Provident FundGautengJohannesburgStandalone43535Worksite consulting2 per monthMelanie SwartNigel PillayAnna-Retha Botha
7889FAIRLANE AGENCIES (PTY) LTDKwaZulu NatalDurbanAFRF43531Worksite consulting2 per quarterChantell WatkinsSomi MbasaneKeith Storey
7600Feltex Retirement FundKwaZulu NatalDurbanStandalone43479Worksite consulting1 per quarterAnthea BholaiNtopho NtshangaseKeith Storey
20295FRY GROUP FOODS (PTY) LTDKwaZulu NatalDurbanAFRF43572Worksite Consulting Day - On requestStacy DyerInesan PillayTerry Groenink
1785G B Bearings (Pty) Ltd KwaZulu NatalDurbanAFRF43629Worksite consulting1 per quarterDevendree JosephSahil DeochandTerry Groenink
2878GELVENOR CONSOLIDATED FABRICS (PTY) LTDKwaZulu NatalDurbanAFRF43553Worksite consulting1 per monthDevendree JosephKeith Storey
6167GOODYEAR SOUTH AFRICA (PTY) LTDEastern CapePort ElizabethAFRF43535Worksite consulting1 per monthNikki KurzycaSomi MbasaneKwanda Mvelase
1562HILLSIDE ALUMINIUM (PTY) LTDKwaZulu NatalDurbanAFRF43535Worksite consulting4 per quarterChantell WatkinsLungelo MahayeMike Widlake
1795HIRT & CARTER (PTY) LTDKwaZulu NatalDurbanAFRF43536Worksite consulting2 per quarterChantell WatkinsSahil DeochandKeith Storey
1005IBM S.A. 1994 Provident FundGautengJohannesburgStandalone43648Worksite consulting4 per monthCarren UngererMubeen RassulmiaCarl Van der Berg
1006IBM SOUTH AFRICA FIXED CONTRIBUTION PENSION FUNDGautengJohannesburgStandalone43648Worksite consulting4 per monthCarren UngererMubeen RassulmiaCarl Van der Berg
1078IDC Provident FundGautengJohannesburgStandalone43657Worksite consulting4 per monthDolana ConcoThags NaidooChris Viljoen
7891IMANA FOODS (SA) (PTY) LTDKwaZulu NatalDurbanAFRF43531Worksite consulting2 per quarterChantell WatkinsSomi MbasaneKeith Storey
1668INVICTA HOLDINGS LIMITEDKwaZulu NatalDurbanAFRF43552Worksite consulting4 per quarterChantell WatkinsNtopho NtshangaseKeith Storey
7875IT-DYNAMICS (PTY) LTDKwaZulu NatalDurbanAFRF43531Worksite consulting2 per quarterChantell WatkinsSomi MbasaneKeith Storey
6648KANSAI PLASCON (PTY) LTDGautengJohannesburgAFRF43571Worksite consulting1 per monthGraham OakesRhett BanfieldGraham Knight
3390KFC (PTY) LTDGautengJohannesburgAFRF43571Proactive outbound contact - FPC - no SLACornel De WaalKerry Sutherland
7126LAFARGE INDUSTRIES SOUTH AFRICA (PTY) LTDGautengJohannesburgAFRF43678Worksite consulting2 per monthLindi MositoBusi ThabetheMark Hawes
7125LAFARGE SOUTH AFRICA HOLDINGS (PTY) LTDGautengJohannesburgAFRF43678Worksite consulting2 per monthLindi MositoBusi ThabetheMark Hawes
1721Legal Provident FundGautengPretoriaStandalone43642Proactive outbound contact - IAC no SLAMegan WebberTshego MolefeKarisha Gangiah
1853MACSTEEL GROUP PENSION PLAN (THE)GautengJohannesburgStandalone43566Worksite consulting2 per monthKarsh NaickerNigel PillayJenny Jones
5667MAHLE BEHR SOUTH AFRICA (PTY) LTDKwaZulu NatalDurbanAFRF43509Worksite consulting2 per quarterChantell WatkinsSimphiwe Zulu (Deactivated 2019/06/02)Keith Storey
16908MR PRICE GROUP LIMITEDKwaZulu NatalDurbanAFRF43642Worksite consulting4 per monthSahil DeochandKeith Storey
2955MR PRICE GROUP PENSION FUNDKwaZulu NatalDurbanStandalone43643Worksite consulting4 per monthSahil DeochandKeith Storey
1107MTN Retirement Fund (Pension Section)GautengJohannesburgStandalone43661Worksite consulting4 per monthLaurence PhillipsNigel PillayJenny Jones
1108MTN Retirement Fund (Provident Section)GautengJohannesburgStandalone43661Worksite consulting4 per monthLaurence PhillipsNigel PillayJenny Jones
6018MW Wheels SA (Pty) Ltd Eastern CapePort ElizabethAFRF43615Worksite consulting1 per quarterNikki KurzycaGreg Bradfield
7018Nelson Mandela University Retirement FundEastern CapePort ElizabethStandalone43626Worksite consulting4 per monthNaahid BellRoy Morgan
8466NOV OIL AND GAS SERVICES SOUTH AFRICA (PYT) LTDEastern CapePort ElizabethStandalone43614Worksite consulting1 per monthNaahid Bell
3131NTE COMPANY LIMITEDKwaZulu NatalDurbanAFRF43503Worksite consulting1 per quarterChantell WatkinsSomi MbasaneKeith Storey
3014NU-WORLD INDUSTRIES (PTY) LTDGautengJohannesburgAFRF43587Worksite consulting1 per monthTriveshan Naidoo (Deactivated 2019/07/02)Nigel Pillay
5404PEARSON HOLDINGS SOUTHERN AFRICA (PTY) LTDWestern CapeCape TownAFRF43697Worksite consulting1 per monthCatherine LileTshego MolefeMark Konig
2113PFISTERER (PTY) LTDKwaZulu NatalDurbanAFRF43634Worksite consulting1 per quarterDevendree JosephSahil DeochandKeith Storey
1563PricewaterhouseCoopers Staff Provident FundGautengJohannesburgStandalone43556Worksite consulting4 per monthVenessa VineyValencia WotshelaCarl Van der Berg
7892Process Sales (Pty) LtdKwaZulu NatalDurbanAFRF43531Worksite consulting2 per quarterChantell WatkinsSomi MbasaneKeith Storey
1116RECKITT BENCKISER RETIREMENT FUNDGautengJohannesburgStandalone43615Worksite consulting1 per monthBonolo MoilwaIan Holness
1571RHEEM SOUTH AFRICA (PTY) LTDKwaZulu NatalDurbanAFRF43536Worksite consulting1 per quarterChantell Watkins
1380Rhodes University Provident FundEastern CapePort ElizabethStandalone43623Worksite consulting1 per monthNikki KurzycaRoy Morgan
1082RICHARDS BAY MINERALS DEFIND CONTRIBUTION PENSION FUNDKwaZulu NatalDurbanStandalone43405Worksite consulting4 per monthClive FrancisLungelo MahayeMike Widlake
1079RICHARDS BAY MINERALS DEFINED CONTRIBUTION PROVIDENT FUNDKwaZulu NatalDurbanStandalone43142Worksite consulting4 per monthClive Francis
5274Robert Bosch Retirement Benefit FundGautengJohannesburgStandalone43549Worksite consulting1 per monthKarsh NaickerAnton CoetzeeWillem Voogt
2911ROUTE HOLDINGS PENSION FUNDWestern CapeStellenboschStandalone43697Worksite consulting4 per monthGerda Schoeman- WeyersThags NaidooArchie Rudman
8663ROYAL HASKONINGDHV (PTY) LTDGautengJohannesburgAFRF43649Worksite consulting1 per monthAnton CoetzeeWillem Voogt
8994SA Airlink Provident FundGautengJohannesburgStandalone43595Worksite consulting2 per monthDeviya SundramValencia WotshelaCarl Van der Berg
1221SAKATA SEED SOUTHERN AFRICA (PTY) LTDGautengJohannesburgAFRF43567Worksite consulting1 per monthAnnemarie WelgemoedTshego MolefeSizwe Buthelezi
1519SC JOHNSON & SON SA (PTY) LTDGautengJohannesburgAFRF43622Worksite consulting1 per monthIan HolnessBonolo MoilwaIan Holness
1067SCAW SOUTH AFRICA (PROPRIETARY) LIMITEDGautengJohannesburgAFRF43654Worksite consulting1 per monthLaurenza BothaKululwa ZwideGraham Knight
7908SGX LOGISTICS (PTY) LTDKwaZulu NatalDurbanAFRF43531Worksite consulting2 per quarterChantell WatkinsSomi MbasaneKeith Storey
3568SMITH & NEPHEW (PTY) LTDKwaZulu NatalDurbanAFRF43537Worksite consulting1 per quarterChantell Watkins
1752SOUTH AFRICAN HOME LOANS (PTY) LTDKwaZulu NatalDurbanAFRF43546Worksite consulting2 per quarterChantell Watkins
5075SOUTH AFRICAN NATIONAL BLOOD SERVICE PROVIDENT FUNDKwaZulu NatalDurbanStandalone43675Worksite consulting2 per monthChris FoxonNtopho NtshangaseTerry Groenink
5426SOUTH AFRICAN SUGAR ASSOCIATIONKwaZulu NatalDurbanAFRF43542Worksite consulting1 per quarterChantell Watkins
1766Tavcor Motor Group (Pty) LtdEastern CapePort ElizabethAFRF43636Worksite consulting1 per quarterNikki Kurzyca
5497TETRA PAK SOUTH AFRICA (PTY) LTDKwaZulu NatalDurbanAFRF43607Worksite consulting1 per monthChris FoxonTerry Groenink
3070THE ACSA RETIREMENT FUNDGautengJohannesburgStandalone43559Worksite consulting1 per monthAmantha HariramanIsaac Chisenga
2531TOYOTA SOUTH AFRICA MOTORS (PTY) LTDKwaZulu NatalDurbanAFRF43559Worksite consulting4 per monthClive Francis
2147TRADE & INVESTMENT KWAZULU NATALKwaZulu NatalDurbanAFRF43517Worksite consulting1 per quarterChantell Watkins
6363TRENTYRE (PTY) LTDEastern CapePort ElizabethAFRF43607Worksite consulting2 per monthNikki KurzycaThabo Gasa
1154T-Systems Retirement FundGautengJohannesburgStandalone43649Worksite consulting4 per monthRobyn HodgesThags NaidooAnna-Retha Botha
5871UNIVERSITY OF JOHANNESBURG PENSION FUNDGautengJohannesburgStandalone43649Worksite consulting4 per monthRhett BanfieldJames Mc Connell
3240University of KwaZulu - Natal Retirement FundKwaZulu NatalDurbanStandalone43448Worksite consulting4 per monthSandhya BholaNtopho NtshangaseTerry Groenink
2924VOPAK TERMINAL DURBAN (PTY) LTDKwaZulu NatalDurbanAFRF43546Worksite consulting1 per quarterChris FoxonRookaya Hussein (Deactivated 2019/11/02)
17047WIRTGEN SOUTH AFRICA (PTY) LTDGautengJohannesburgAFRF43572Proactive outbound contact - FPC - no SLADenell SmalCornel De WaalKerry Sutherland
RBC Report Recon
Enhanced RBC Report recon (30 Sept 2019)
Preservation Rate % (by No. Members)Preservation Rate % (by No. Value)Annuitisation % (by No. Members)Annuitisation % (by No. Value)Replacement Ratio %Comments
RBC OptionFund NameCase KeyIndustrySectorFundIndustrySector FundIndustrySector FundIndustrySector FundIndustrySector Number_Of_Members_Q32019Number_Of_Members_Q22019Number Of Retirees Q3 2019Number Of Non Retirees Q3 2019New Members Q3 2019
Preservation Rate Preservation rate Preservation rate Preservation Rate Preservation rate Preservation rate Preservation Rate Preservation rate Preservation rate Preservation Rate Preservation rate Preservation rate
Worksite ConsultingIBM S.A. 1994 Provident Fund1005Electrical and componentsManufacturing Sector46.43%22.85%12.33%71.68%54.80%43.57%83.03%61.54%47.50%50.00%65.71%66.66%12.52%90091782316
Worksite ConsultingIBM SOUTH AFRICA FIXED CONTRIBUTION PENSION FUND1006Electrical and componentsManufacturing Sector16.67%22.85%12.33%87.56%54.80%43.57%86.68%61.54%47.50%100.00%65.71%66.66%18.22%257267550
Worksite ConsultingSCAW SOUTH AFRICA (PROPRIETARY) LIMITED1067MetalsManufacturing Sector21.62%15.63%12.33%61.20%46.21%43.57%74.35%71.60%47.50%88.24%73.99%66.66%25.71%73273781814
Worksite ConsultingIDC PROVIDENT FUND1078Public sectorPublic Services sector39.02%21.76%21.76%52.30%25.17%25.17%53.47%47.15%47.15%41.67%53.74%53.74%20.81%85886501813
Worksite ConsultingRichards Bay Minerals Defined Contribution Provident Fund1079MiningMining Sector29.17%13.39%13.39%53.86%36.74%36.74%50.39%34.88%34.88%66.67%58.98%58.98%15.00%9809955168
Worksite ConsultingRichards Bay Minerals Defined Contribution Pension Fund1082MiningMining Sector32.65%13.39%13.39%64.41%36.74%36.74%96.49%34.88%34.88%88.89%58.98%58.98%11.59%9819945158
Worksite ConsultingMTN RETIREMENT FUND(PENSION SECTION)1107TelecommunicationsTransport and telecommunication Sector22.90%13.37%8.41%41.80%43.08%32.33%92.33%57.00%41.84%92.86%60.31%52.42%11.44%470846782103129
Worksite ConsultingMTN Retirement Fund (Provident Section)1108TelecommunicationsTransport and telecommunication Sector22.07%13.37%8.41%39.20%43.08%32.33%54.56%57.00%41.84%71.43%60.31%52.42%15.13%468046542113129
Worksite ConsultingRECKITT BENCKISER RETIREMENT FUND1116PharmaceuticalsManufacturing Sector23.88%23.43%12.33%44.26%60.46%43.57%92.53%54.17%47.50%100.00%66.01%66.66%24.16%58558013331
Worksite ConsultingT-SYSTEMS RETIREMENT FUND1154IT servicesProfessional and Business Services Sector27.48%20.75%17.50%66.36%48.46%42.46%72.36%59.85%61.39%75.00%69.41%75.97%22.91%6987193299
Proactive Outbound-FPCBERGSTAN SOUTH AFRICA CONSULTING AND DEVELOPMENT ENGINEERS (PTY) LTD1216Services related to engineering and real estateProfessional and Business Services Sector16.67%17.05%17.50%40.22%36.78%42.46%0.00%52.56%61.39%0.00%67.83%75.97%28.46%6465021
Worksite ConsultingSAKATA SEED SOUTHERN AFRICA (PTY) LTD1221Fishing forestry and agricultureFishing, Forestry and agriculture23.08%5.67%5.23%43.44%36.66%35.61%76.60%22.67%21.08%100.00%62.49%61.17%36.30%170165027
Worksite ConsultingACKERMANS RETIREMENT FUND1252Retail and wholesaleRetail, Wholesale and Hospitality Sector10.13%2.57%3.59%19.58%20.67%27.54%66.39%34.97%36.68%50.00%64.57%66.26%20.57%1766175806070
Proactive Outbound-FPCROCKWELL AUTOMATION (PTY) LTD1301Other manufacturingManufacturing Sector8.33%7.57%12.33%64.22%33.60%43.57%84.23%42.21%47.50%66.67%63.70%66.66%48.44%164164074
Proactive Outbound-IACFENNER CONVEYOR BELTING (SOUTH AFRICA)(PTY) LTD1312Other manufacturingManufacturing Sector0.00%7.57%12.33%0.00%33.60%43.57%72.74%42.21%47.50%100.00%63.70%66.66%17.85%2019001
Worksite ConsultingARM PENSION FUND1327MiningMining Sector0.00%13.39%13.39%0.00%36.74%36.74%0.00%34.88%34.88%0.00%58.98%58.98%40.67%194191114
Worksite ConsultingBABCOCK AFRICA (1997) PENSION FUND1329Services related to engineering and real estateProfessional and Business Services Sector19.00%17.05%17.50%31.25%36.78%42.46%77.38%52.56%61.39%86.67%67.83%75.97%30.49%85984922336
Worksite ConsultingAVI LTD PENSION FUND1348Retail and wholesaleRetail, Wholesale and Hospitality Sector14.86%2.57%3.59%56.59%20.67%27.54%85.57%34.97%36.68%94.44%64.57%66.26%30.35%1223123434635
Worksite ConsultingRhodes University Provident Fund1380EducationPersonal Services Sector10.00%20.16%9.38%7.75%37.64%31.61%0.00%52.80%46.13%0.00%64.37%62.71%53.73%6266131619
Worksite ConsultingSC JOHNSON & SON SA (PTY) LTD1519Electrical and componentsManufacturing Sector31.03%22.85%12.33%43.10%54.80%43.57%0.00%61.54%47.50%0.00%65.71%66.66%46.72%2012030119
Worksite ConsultingHillside Aluminium (Pty) Ltd1562MetalsManufacturing Sector16.18%15.63%12.33%61.30%46.21%43.57%37.59%71.60%47.50%40.00%73.99%66.66%40.29%8049542116313
Worksite ConsultingPricewaterhouseCoopers Staff Provident Fund1563Other professional and business servicesProfessional and Business Services Sector33.46%17.64%17.50%59.64%41.79%42.46%45.53%67.29%61.39%42.86%77.64%75.97%17.43%291329252174156
Worksite ConsultingRHEEM SOUTH AFRICA (PTY) LTD1571MetalsManufacturing Sector40.00%15.63%12.33%25.33%46.21%43.57%66.67%71.60%47.50%100.00%73.99%66.66%52.04%4646000
Worksite ConsultingINVICTA HOLDINGS LIMITED1668Other manufacturingManufacturing Sector7.38%7.57%12.33%26.94%33.60%43.57%72.81%42.21%47.50%78.26%63.70%66.66%26.52%87129738222754
Proactive Outbound-IACLegal Provident Fund1721Other professional and business servicesProfessional and Business Services Sector6.95%17.64%17.50%24.19%41.79%42.46%36.54%67.29%61.39%21.05%77.64%75.97%14.80%4357434915104118
Worksite ConsultingSOUTH AFRICAN HOME LOANS (PTY) LTD1752Other professional and business servicesProfessional and Business Services Sector7.14%17.64%17.50%18.64%41.79%42.46%15.47%67.29%61.39%25.00%77.64%75.97%32.99%85587203518
Worksite ConsultingTAVCOR MOTOR GROUP (PTY) LTD1766Motor vehicleManufacturing Sector8.70%10.98%12.33%21.07%35.95%43.57%0.00%52.44%47.50%0.00%64.97%66.66%35.20%25725411619
Worksite ConsultingG B BEARINGS (PTY) LTD1785Other manufacturingManufacturing Sector0.00%7.57%12.33%0.00%33.60%43.57%77.11%42.21%47.50%50.00%63.70%66.66%18.34%129131132
Worksite ConsultingHIRT & CARTER (PTY) LTD1795Media and marketingPersonal Services Sector14.15%9.38%45.25%31.61%61.02%46.13%85.67%62.71%2424010
Proactive Outbound-FPCCANCER ASSOCIATION OF SOUTH AFRICA T/A CANSA1836Other personal servicesPersonal Services Sector3.03%6.97%9.38%4.32%27.95%31.61%0.00%37.25%46.13%0.00%58.21%62.71%35.19%24524331317
Worksite ConsultingMACSTEEL GROUP PENSION PLAN (THE)1853MetalsManufacturing Sector22.35%15.63%12.33%55.74%46.21%43.57%93.40%71.60%47.50%94.12%73.99%66.66%16.85%131613616454
Worksite ConsultingBSN MEDICAL (PTY) LTD1893PharmaceuticalsManufacturing Sector36.84%23.43%12.33%64.08%60.46%43.57%0.00%54.17%47.50%0.00%66.01%66.66%48.31%2202090414
Proactive Outbound-FPCTWO OCEANS AQUARIUM TRUST1896HospitalityRetail, Wholesale and Hospitality Sector75.00%8.81%3.59%84.96%44.97%27.54%0.00%44.35%36.68%0.00%72.00%66.26%53.18%9899111
Worksite ConsultingPFISTERER (PTY) LTD2113Electrical and componentsManufacturing Sector0.00%22.85%12.33%0.00%54.80%43.57%70.43%61.54%47.50%100.00%65.71%66.66%41.06%8885003
Worksite ConsultingTrade & Investment Kwazulu Natal2147Public sectorPublic Services sector33.33%21.76%21.76%8.89%25.17%25.17%0.00%47.15%47.15%0.00%53.74%53.74%52.81%4949000
Proactive Outbound-FPCALS CHEMEX SOUTH AFRICA (PTY) LTD2473Chemicals and plasticsManufacturing Sector25.00%13.71%12.33%88.21%33.00%43.57%0.00%42.35%47.50%0.00%55.83%66.66%37.54%8793151
Proactive Outbound-FPCEASTERN CAPE DEVELOPMENT CORPORATION2476Public sectorPublic Services sector8.70%21.76%21.76%25.97%25.17%25.17%74.54%47.15%47.15%83.33%53.74%53.74%33.53%150149135
Worksite ConsultingADIENT SOUTH AFRICA (PTY) LTD2480Motor vehicleManufacturing Sector15.63%10.98%12.33%15.31%35.95%43.57%0.00%52.44%47.50%0.00%64.97%66.66%31.73%34131601031
Worksite ConsultingTOYOTA SOUTH AFRICA MOTORS (PTY) LTD2531Motor vehicleManufacturing Sector20.00%10.98%12.33%63.34%35.95%43.57%84.89%52.44%47.50%100.00%64.97%66.66%37.62%7607530715
Proactive Outbound-FPCSA METAL GROUP (PROPRIETARY) LIMITED2573Other manufacturingManufacturing Sector1.13%7.57%12.33%26.17%33.60%43.57%17.62%42.21%47.50%22.22%63.70%66.66%21.91%1445144805643
Worksite ConsultingChambers of Commerce and Industry Pension Fund2606Other professional and business servicesProfessional and Business Services Sector5.00%17.64%17.50%8.70%41.79%42.46%76.82%67.29%61.39%66.67%77.64%75.97%22.40%371380090
Worksite ConsultingGelvenor Consolidated Fabrics (Pty) Ltd2878TextilesManufacturing Sector28.57%11.38%12.33%68.29%45.79%43.57%100.00%53.85%47.50%100.00%70.84%66.66%29.67%8588095
Worksite ConsultingROUTE HOLDINGS PENSION FUND2911Transport distribution and logisticsTransport and telecommunication Sector15.65%5.50%8.41%53.27%24.82%32.33%41.04%38.08%41.84%75.00%48.35%52.42%30.00%81379813248
Worksite ConsultingVOPAK TERMINAL DURBAN (PTY) LTD2924Chemicals and plasticsManufacturing Sector50.00%13.71%12.33%81.74%33.00%43.57%0.00%42.35%47.50%0.00%55.83%66.66%57.58%1321030332
Worksite ConsultingMR PRICE GROUP PENSION FUND2955Retail and wholesaleRetail, Wholesale and Hospitality Sector14.29%2.57%3.59%3.49%20.67%27.54%0.00%34.97%36.68%0.00%64.57%66.26%56.25%135181021
Worksite ConsultingNU-WORLD INDUSTRIES (PTY) LTD3014Transport distribution and logisticsTransport and telecommunication Sector20.00%5.50%8.41%12.85%24.82%32.33%0.00%38.08%41.84%0.00%48.35%52.42%38.32%170166014
Worksite ConsultingASSMANG PROVIDENT FUND3060MiningMining Sector1.09%13.39%13.39%1.83%36.74%36.74%0.00%34.88%34.88%0.00%58.98%58.98%32.87%3717367323985
Worksite ConsultingTHE ACSA RETIREMENT FUND3070Transport distribution and logisticsTransport and telecommunication Sector17.82%5.50%8.41%34.22%24.82%32.33%73.63%38.08%41.84%87.50%48.35%52.42%25.88%3224318774474
Worksite ConsultingCOASTAL FARMERS CO-OPERATIVE LIMITED3101Fishing forestry and agricultureFishing, Forestry and agriculture0.00%5.67%5.23%0.00%36.66%35.61%0.00%22.67%21.08%0.00%62.49%61.17%67.63%192188015
Worksite ConsultingNTE COMPANY LIMITED3131IT servicesProfessional and Business Services Sector0.00%20.75%17.50%0.00%48.46%42.46%0.00%59.85%61.39%0.00%69.41%75.97%52.59%118118112
Worksite ConsultingDIMENSION DATA GROUP PROVIDENT FUND3132IT servicesProfessional and Business Services Sector18.50%20.75%17.50%42.60%48.46%42.46%77.74%59.85%61.39%43.75%69.41%75.97%11.05%81