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  1. 1 October 2015

    KiwiSaver Report 2015

    We are required to report each year on our main KiwiSaver activities. This year’s report covers the period from 1 July 2014 to 30 June 2015, and contains a summary of the statistical returns required to be lodged by KiwiSaver schemes as at 31 March 2015.
    Tags
    Managed investment schemes, Supervisor, Roles, Business
    Type
    PDF, Report

  3. 16 June 2021

    KiwiSaver switching research

    A review of KiwiSaver member behaviour in response to COVID-19. The research focused on the increased switching behaviour observed during the period of heightened market volatility in Feb-April 2020.
    Tags
    COVID-19, Roles, Reports and Papers, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    Page, Research

  4. 8 March 2017

    KiwiSaver sales and advice

    KiwiSaver sales and advice guidance note outlines our view on what advisers or providers of KiwiSaver should talk to investors about, types of advice and the use of customer incentives.
    Tags
    Roles, Business, Managed investment schemes, Supervisor
    Type
    Page, Guidance

  5. 1 March 2010

    KiwiSaver distribution and disclosure

    KiwiSaver distribution and disclosure provides technical guidance to KiwiSaver issuers and managers. It sets out FMA's expectations of them in the promotion and distribution of their schemes.
    Tags
    Roles, Business, Managed investment schemes, Supervisor
    Type
    Page, Guidance

  6. 5 July 2016

    Kiwisaver Statements survey results 2016

    In May 2016, Colmar Brunton carried out research for the FMA among the general public to understand how KiwiSaver statements are perceived and how people use them.
    Tags
    Reports and Papers, KiwiSaver providers, Roles, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    PDF, Research

  7. 1 October 2018

    KiwiSaver Report 2018

    The report details the principal matters transacted under the Act during the year ended 30 June 2018, and contains the sixth annual summary of the statistical returns, required to be lodged by KiwiSaver schemes under section 125 of the Act.
    Tags
    Reports and Papers, KiwiSaver providers, Roles, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    PDF

  9. 14 April 2021

    KiwiSaver performance fees

    This guidance note is intended for the managers and trustees of KiwiSaver schemes. It sets out the criteria against which FMA will assess the reasonableness of KiwiSaver performance fees.
    Tags
    Roles, Business, Managed investment schemes, Supervisor
    Type
    Page, Guidance

  10. 9 August 2023

    KiwiSaver default funds

    The New Zealand Government has recently announced new providers of KiwiSaver default funds, to enhance the financial wellbeing of default KiwiSaver members in retirement. See more information from the Ministry of Business, Innovation and Employment (MBIE) on this page.
    Tags
    Consumer
    Type
    Page

  11. 20 September 2023

    KiwiSaver Annual Report

    The KiwiSaver Annual report 2023 summarises our activities as a regulator relating to KiwiSaver during the previous financial year. 
    Tags
    Roles, Reports and Papers, KiwiSaver providers, Business, Managed investment schemes, News & Insights, Supervisor
    Type
    Page

  14. 11 April 2017

    Consultation on KiwiSaver fees methodology

    KiwiSaver members will be able to see the dollar cost of the fees they are paying in their annual statements next year. The Ministry of Business and Innovation and Employment (MBiE) is currently amending the Financial Markets Conduct Regulations so that individual members’ total fees must be disclosed in annual statements in dollar values, from March 2018.
    Tags
    KiwiSaver providers, Media release, Managed investment schemes, Roles, Business, News & Insights
    Type
    Page

  15. 19 May 2011

    Relief from Disclosure of Changes to KiwiSaver

    Changes to KiwiSaver in today's Budget Bill may be material to decisions about whether to invest in a KiwiSaver scheme.
    Tags
    KiwiSaver providers, Media release, Managed investment schemes, Roles, Business, News & Insights
    Type
    Page