Here’s the latest news about pension schemes and how your plan may be affected.

 

 

How to retire in style

Have you heard of the annual Retirement, Lifestyle & Travel Expo held each year in Auckland? It’s a popular event for lots of people, from retirees to caregivers, baby boomers and anyone who’s interested in living their best life after work. ...


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A fresh new Britannia

We’re all about helping our clients plan for a great retirement and we’ve kick-started 2019 with some exciting developments that will help us do just that. ...


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Couple who lived too long

The couple who lived too long

Asked why they needed money, the response from an Auckland couple was heart-breaking: “We didn’t expect to live this long.” ...


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From Britannia’s CEO Gavin Dixon

You may be aware that investment markets dropped in the final quarter of 2018, which ...


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Moved from the UK? Four reasons why your pension should be moved here too | Britannia Financial Services Ltd

Are you originally from the UK and now living in New Zealand, and thinking it may be a permanent move? While you could continue receiving a pension from the UK, many expats are choosing to transfer their pension funds to New Zealand. Here are the key reasons why: LESS STRESS, MORE CONTROL ..


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Keeping steady on shaky ground (Members of the Britannia Retirement Scheme)

Since early October markets have become more volatile, with good and bad news battling it out. Investing for retirement means ...


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Keeping steady on shaky ground (Members of the Britannia Superannuation Scheme and the Britannia Superannuation Scheme 2012)

Since early October markets have become more volatile, with good and bad news battling it out. Investing for retirement means ...


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Giving loved ones the gift of a will

Just about everything in life is more fun than thinking about what happens when we die, or become incapable of making choices about ourselves and the things we own. ...


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Remember Emma? She’s loving the Kiwi lifestyle

Just over a year ago we introduced you to Emma Johnson, a UK migrant who moved to New Zealand immediately after winning flights in a Britannia competition. ...


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Man enjoys $800k surprise | Britannia Financial Services Ltd

Billions transferred here in pension funds – but experts say there are risks as well. People are transferring billions of dollars to New Zealand from UK-based pension schemes – but most have no idea what their funds are worth. So says Alun Rees-Williams, director of Auckland-bas..


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"A bit of bother" nets $140,000 | Britannia Financial Services Ltd

Woman who thought she had $30,000 in her pension scheme ends up with $170,000. Donna Mathewson had 140,000 surprises after transferring her UK pension to New Zealand – all of them dollars. Mathewson (not her real name), now retired and living in Auckland, had lived and worked in Brita..


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How to avoid pension scams | Britannia Financial Services Ltd

Fraudsters target UK-based pension schemes with lure of high returns to transfer to NZ. Expat ‘Brits’ thinking about transferring their pension schemes to New Zealand are being urged to watch out for scammers looking to fleece a share of their nest eggs. Authorities both here..


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Brexit may affect pension schemes | Britannia Financial Services Ltd

Thousands of Britons & Kiwis’ investments may suffer if Brexit helps cause an economic downturn. One of the key elements in any kind of investment scheme is alertness – and around the world, millions of British expats are on high alert about Brexit. That applies to the ro..


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The couple who lived too long | Britannia Financial Services Ltd

Running out of money in their retirement years forces some people into desperate measures. Asked why they needed money, the response from an Auckland couple was heart-breaking: “We didn’t expect to live this long.” For Beryl and Edgar Charles (not their real names), lif..


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The gap years you don't want | Britannia Financial Services Ltd

Young people take gap years for OE - but senior citizens face a "gap" of more difficult dimensions. Lisa and Oliver McDougall got a big fright when they peered over the edge of what they now call ‘The Gap Years’. The two residents of Auckland’s North Shore thought they ..


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How many of us will work until death? | Britannia Financial Services Ltd

Nearly a quarter of all seniors are still in jobs – and the number is likely to rise. Record numbers of Kiwis are working beyond 65 and face an uncomfortable truth: they may have to keep working until the grave. Statistics New Zealand figures show 24 per cent of those 700,959 eligi..


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The fallacy of downsizing | Britannia Financial Services Ltd

Many Kiwis need other ways to fund retirement apart from selling the family home. It’s supposed to be the comfortable cushion for baby boomers and many approaching retirement: sell the family home and downsize. But recent research shows that, for many people, downsizing may only..


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How Britannia can revolutionise your retirement

In the last issue of Money Matters we talked about the difference between how much money people need when they retire, and the amount provided by New Zealand Superannuation. ...


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Four simple tips for a rewarding retirement

The first rule of retirement income is ‘make sure you never run out of money.’ The second rule of retirement income is – you guessed it – ‘make sure you never run out of money.’ ...


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To work or not to work? Life beyond 65

According to new research, almost half of us plan to help fund our retirement by... not retiring! A survey of more than 2,000 people that was commissioned by BNZ found that more than 18% ...


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Investing in a moving market

February 2018 provided the first breathless financial headlines for the year ...


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Bridging the gap

esearch published by Massey University in 2017* showed that a gap exists between what people want or, in many cases, simply need, ...


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Tracey’s South Island travels

In this issue of Money Matters we’re delighted to introduce you to our Operations Manager ...


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Disclosure Statements for our Authorised Financial Advisers are available on request and free of charge. The Product Disclosure Statement for the Britannia Retirement Scheme is available from Britannia Financial Services Limited here.

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