Strong finish to 2023 investment year

There has been a significant uptick in market returns since we last reported to members. At the time, most members had experienced 3 consecutive months of negative returns. However, November and December saw a major turnaround with very strong returns both from equities and bonds.

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2023 investment commentary

Commentary on the 2023 year by Russell Investments, UniSaver’s investment manager and consultant. 

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2023 annual report

The annual report and financial statements for the year to 31 December 2023 are available to view online. They have been posted on the Disclose Register [external link] and on this website under documents and forms. You are entitled to receive a hard copy of these documents free of charge. Call the helpline, and we’ll send them to you.

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Accessing funds if you're experiencing financial hardship

Late last year, several media outlets reported a rise in the number of significant financial hardship applications from KiwiSaver members as cost of living pressures began to bite. We’ve noticed a similar trend.

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Options for members aged 65+

From age 65, you can withdraw some or all of your savings in the standard and locked sections of UniSaver. Here are your options.

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Who gets your money if you die?

We will pay your benefit to your legal personal representative(s) if you die while you are an active member of UniSaver or while you are entitled to a deferred benefit from the scheme.

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Reducing our carbon footprint

As directors, we share members’ concerns about the increasing impact of climate change and have moved to reduce the carbon footprint of UniSaver’s investment portfolio. This article looks at the steps we have taken.

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Mary Holm webinar

View a webinar on retirement planning recorded with Mary Holm in September 2022. There's also a handout with key points and references from the webinar, plus links to articles.

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Let us know if you’re leaving

Your benefit is not paid automatically when you leave work. You need to fill in form12 leaving form in order to access your savings. 

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