2014 National Conference "Shifting the Story Line"
The Workplace Savings NZ 2014 National Conference and Expo is being held in Auckland on August 11 & 12. More information including the Conference programme can be viewed here. Register here.
Industry Breakfast, Wellington - 31st July
We were delighted to have Terry Shubkin, CEO, Young Enterprise Trust speak at our upcoming July breakfast event. Terry talked about how young people learn about managing their money, and at what age you should you start to teach them. Terry's presentation now available. Click here to view Terry's presentation.
:: Trans-Tasman Portability: schemes accepting trans-tasman transfers and FAQs.
:: KiwiSaver quarterly surveys. Member login required.
:: FMC Act: Summary report for members.
:: KiwiSaver: provider information and more.
:: SuperNews: our bi-monthly e-newsletter.
:: Follow us on Twitter.
25 July 2014
The Council of Workplace Savings NZ has reviewed and updated their stated "Policy Princples" in a revised document published in July 2014.
25 July 2014
Workplace Savings NZ, with support from the industry, has updated our original KiwiSaver Transfers best practice guidelines in relation to the transfer of KiwiSaver members between product providers.
1 July 2014
Commerce Minister Craig Foss says nine KiwiSaver default providers start their seven year appointment today, offering lower fees for investors.
21 June 2014
Discussion about scheme covers broader issues such as deciding how much risk to take, and managing savings.
18 June 2014
Following changes to the regulation of Discretionary Investment Management Services (DIMS) announced Monday 16 June, by Commerce Minister, Craig Foss, the Financial Markets Authority (FMA) has released a guide to help advisers and small businesses who want to apply for a licence to provide DIMS under the Financial Markets Conduct Act.