Case Studies

The following case summaries highlight common issues and consumer tips. Cases can be filtered by subject below and names have been changed to protect confidentiality. Access to the full case study database is available for IFSO Scheme Participants in the Participant Area.

Showing all KiwiSaver case studies

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Investment loss from KiwiSaver mistake image
If a mistake is made by your provider, you may receive payment for your financial loss.
Ricky wanted $120,000 compensation as his KiwiSaver provider hadn't transferred his funds for two months. He got $300.
Superannuation & Investments KiwiSaver
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KiwiSaver early withdrawal rules super strict image
The early withdrawal criteria for KiwiSaver is strict. In some circumstances, Kiwisaver may not be right for you
Eugene was unlikely to live until age 65. Despite this, he could not access his KiwiSaver savings.
Superannuation & Investments KiwiSaver
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