06 March 2017

Point of retirement research

In December 2016 FMA commissioned Colmar Brunton to carry out research among people who are nearing retirement age, or who have recently retired. This research is designed to help FMA learn more about the financial decisions that people make when they retire.

Download the Point of retirement research PDF.

Experiences of financial advice at retirement

This report summarises feedback we gathered from 10 authorised financial advisers about advice close to or at retirement. It also includes feedback from 104 people currently receiving advice from financial advisers. The purpose of this research was to find out if financial advice helps New Zealanders manage their retirement savings. It forms part of a wider FMA project to understand the financial help and advice people receive when they retire.

Download Experiences of financial advice at retirement PDF.