Tag: retirement planning


  • National’s KiwiSaver plan could add millions to balances — but there’s a catch

    National’s KiwiSaver plan could add millions to balances — but there’s a catch

    National’s plan to raise KiwiSaver contributions to 12% could boost balances New Zealanders saving for retirement could see substantial increases in their KiwiSaver balances if the National Party’s policy to lift contributions to 12% is implemented. The projected uplift in savings is attractive: higher ongoing contributions can compound over years, delivering a larger nest egg…

  • Australia’s $4.3 T Super Sector: A Tumultuous Year Ends on a Solid Note

    Australia’s $4.3 T Super Sector: A Tumultuous Year Ends on a Solid Note

    Overview: A Year of Turbulence and Return Australia’s superannuation system, now worth about $4.3 trillion, has faced a volatile year marked by global market jitters, concerns over technology stock valuations, and shifting macroeconomic signals. Yet, with global shares delivering a robust performance and risk controls tightening in many funds, the sector is on track to…

  • Pension Funds See 33% Jump in Bond and Equity Holdings on Strong Returns

    Pension Funds See 33% Jump in Bond and Equity Holdings on Strong Returns

    Pension Funds Boosted by 33% Rise in Bonds and Equities Pension funds in Kenya posted a significant uptick in their investment exposure last year, with the combined value of bond and equity holdings rising by 33 percent, or about Sh398.1 billion, in the year ended June 2025. The rise underscores a period of strong market…

  • Interest Fund VI Leads Growth, Surging 157% YoY in Pension Scheme’s August 2025 Report

    Interest Fund VI Leads Growth, Surging 157% YoY in Pension Scheme’s August 2025 Report

    Overview: A Notable Surge in Interest Fund VI In the latest monthly report for August 2025, the Non-Interest Fund VI within the Contributory Pension Scheme’s multi-fund structure recorded the highest year-over-year percentage increase. The significant 157% growth highlights a standout performance relative to other funds in the scheme and underscores investor confidence in the fund’s…

  • Interest Fund VI Tops Growth Chart with 157% Year-Over-Year Rise, August 2025 Report

    Interest Fund VI Tops Growth Chart with 157% Year-Over-Year Rise, August 2025 Report

    Summary: Interest Fund VI Surges to the Top In August 2025, the Non-Interest Fund VI, part of the multi-fund structure within the Contributory Pension Scheme, emerged as the standout performer with a striking 157% year-over-year growth. The November-to-August performance snapshot, as reported by The PUNCH, highlights this fund’s remarkable trajectory and raises questions about its…

  • Superannuation Customer Service: ASIC Slams Communications

    Superannuation Customer Service: ASIC Slams Communications

    Industry watchdog spotlighted as retirees face delays A corporate watchdog has sharpened its focus on how Australian super funds communicate with retirees, following complaints about slow processing, lost paperwork, and poor customer service. The issue is not isolated to a single fund; it comes amid an ongoing review targeting 12 trustees that collectively manage more…

  • Early Retirement at 40 in Switzerland: A Bold Yet Possible Dream

    Early Retirement at 40 in Switzerland: A Bold Yet Possible Dream

    The Dream: Early Retirement at 40 in Switzerland In Switzerland, the idea of retiring at 40 might seem like a chapter from utopia. The country’s high cost of living and the structure of its pension system typically push retirement planning toward the traditional age. Yet, stories from the ground show that a path to financial…