Successful retirement planning means being able to enjoy a reasonable lifestyle in retirement without outliving your savings. In this guide, we’ll introduce you to some key retirement planning considerations.
Developed by the FSC Workplace Savings Committee, this guide is for customers and those wanting to take a DIY approach to retirement planning.
We have divided this guide into three parts:
a retirement planning overview
how to use the Sorted tools
how to use the NZ Society of Actuaries rules of thumb.
This Retirement Planning Guide is general information only. The views and opinions expressed do not necessarily reflect those of the FSC. It is not intended to constitute legal or financial advice and does not take your individual circumstances and financial situation into account. We encourage you to seek assistance from a trusted financial adviser, legal or other professional advice.
The names of any third parties are additional resources that you access at your own risk and the FSC takes no responsibility for any third party content.
The FSC and its employees make no express or implied representations or give any warranties regarding this guide, and we accept no responsibility for any loss, damage, cost or expense (whether direct or indirect) incurred by you as a result of any error, omission or misrepresentation in this guide.