Money Matters Newsletter

Thank you for trusting Britannia to manage your retirement savings!
We are delighted to bring you this issue of Money Matters where we share some Britannia news and offer insights into retirement in New Zealand, along with complimentary tickets to the Retirement, Lifestyle & Travel Expo.

We hope you enjoy these articles and until next time, stay wealth wise!


How to retire in style

This year the Britannia team will be at the Retirement, Lifestyle & Travel Expo (13 & 14 April in Auckland) – and we’d love you to be there too. The Expo provides an opportunity to access the latest products and services across a wide range of areas such as travel, retirement living, investment, leisure and many more. We’re offering you and your family complimentary tickets, read on for more.

  A fresh new Britannia

We’ve kick-started 2019 with some exciting developments that will make it even easier to help you plan for retirement. We ran a series of really well received retirement seminars across the country, updated our website and welcomed Louise Parker, a new financial adviser, to our team. Read on to find out more including how to register your interest to attend a seminar.

  The couple who lived too long

For Beryl and Edgar, life in their late 80s had taken a grim turn. Asked why they needed money, the response from an Auckland couple was heart-breaking: "We didn’t expect to live this long."

One of the superannuation products Britannia offers is its Lifetime Income Fund. This fund combines investment with insurance to provide a retirement income for life. No matter what happens to interest rates or financial markets, your income from that fund is insured to last the rest of your life.

  From Britannia's CEO
Gavin Dixon

Positive and negative market movements are a constant in the investment world – there will always be ups and downs, but markets bounce back and investments in funds such as ours have done well over the medium and long-term. We’ve answered a few common questions people have about their investments.


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 here.


Britannia Financial Services Ltd.
Unit 4, 106 Bush Road, Albany, Auckland 0632.
PO Box 302369, Auckland 0751, New Zealand.

Telephone: +64 9 414 4215
Fax: +64 9 414 4219
Toll Free: 0800 28 28 33


Product Disclosure Statements for the Britannia Retirement Scheme and the Integral Master Trust are available from the schemes’ issuer, Britannia Financial Services Limited, phone 0800 500 811. Britannia Financial Services Limited is a Registered Financial Service Provider.

Need help in securing your financial future?
Call us 0800 28 28 33