Category Archives: KiwiSaver News

KiwiSaver providers are raising questions about a series of prescribed assumptions they will have to use to show clients' KiwiSaver balance projections – including that defensive funds will lose money in real terms each year. The Financial Markets Conduct Amendment Regulations 2019 require annual statements sent to KiwiSaver members from next year to include a […]

A new KiwiSaver scheme launching today will only invest in New Zealand listed companies that have at least one female director on their boards. The scheme – CareSaver – has also committed to share 20% of its investment management fees from its funds with a range of leading charities including the Mental Health Foundation, Forest […]

NZ Funds’ new UK Pension Transfer Service aims to become market leader A market in need of a fresh approach For many years, the United Kingdom pension transfer market has been a murky backwater, with little transparency or regulatory oversight. Transfers to a number of prominent incumbent providers can involve fees of up to 5% of the value […]

New Zealand is spending billions of dollars on KiwiSaver with no clear indication that it is leaving anyone better off, two retirement policy commentators say. Michael Chamberlain, an Auckland actuary and investment adviser, and Michael Littlewood, co-founder of the University of Auckland’s Retirement policy and Research Centre, have released a new report, outlining “133 questions […]