WSNZ & WiS Breakfasts - 29th & 30th July
Save the dates. Our guest speaker for this event is Tim Noonan, Managing Director of Capital Markets Insights, Russell Investments. The topic: Money or your life: A story of decumulation. Tim will be presenting in Auckland on the 29th and in Wellington on the 30th July. Email us to register today! Or, check out the events section for more information.
Workplace Savings NZ Forum 2015 - 11th August
Gear up and get ready for the most comprehensive Workplace Savings peak industry event of the year! This year's theme is "Talking Retirement Incomes and Change". Read the full programme timetable here. We have an exciting line up of international and local expert speakers. Organisations making group bookings are offered a special deal. Early Bird registrations close July 17, so register today! Read more.
WSNZ Submissions 2015
View our Submissions for 2015 here.
WSNZ Action and Industry Updates
View the latest updates and member communications here. Login required.
WSNZ Industry Guidelines
Links to our updated guidelines are provided below:
Significant Financial Hardship Processing Guidelines 1 April 2015
Serious Illness Processing Guidelines 1 April 2015
Buying a Home with KiwiSaver 1 April 2015 (incorporates HomeStart changes)
:: HomeStart Grant and First Home KiwiSaver withdrawals
:: KiwiSaver quarterly surveys. Member login required.
:: FMC Act: Summary report for members.
:: KiwiSaver: provider information and more.
:: Workplace Savings NZ Annual Report 2014.
:: Follow us on Twitter.
:: Find us on Google Maps.
Level 4, 120 Featherston Street, Wellington. Ph: 04 472 2260
29 June 2015
People who have moved their UK pension to KiwiSaver schemes are now trapped in their current funds, following a decision from the UK tax department... "We’ve managed to protect almost everything for those people who were in the process of transferring their UK pensions to New Zealand,” Workplace Savings executive director Bruce Kerr says.
25 June 2015
The Government may have to go into the business of providing "voluntary" annuities, a new report has suggests.
23 June 2015
NZIER principal economist, Aaron Drew, says “there has been a lot of public discussion about KiwiSaver contribution rates and what is required to achieve a comfortable retirement, but members will not get the most out of the scheme if they are in the wrong type of fund for their risk profile and investment horizon.”
17 June 2015
Former ACC boss, Ralph Stewart hopes to launch a new investment product offering income for life options in the next three months.
16 June 2015
On 1 June 2015 the KiwiSaver Withdrawal for the purpose of purchasing a first home was changed to enable investors to also withdraw member tax credits (excluding $1,000 and transferred Australian superannuation). Workplace Savings NZ produced the following standardized documents for use by the industry in relation to the KiwiSaver withdrawal legislation: