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.

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Investments can go up and down image

Investments can go up and down

Your investment value is affected by the changing value of the assets you invest in.
Finlay complained because his investment had reduced in value. But the rate of returns were not guaranteed.
Superannuation & Investments
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Investment loss from KiwiSaver mistake image

Investment loss from KiwiSaver mistake

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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Less than expect from your Superannuation image

Less than expect from your Superannuation

If you withdraw your superannuation early, you might not get the full value.
Ashani withdrew her Superannuation funds and received $2,000 less than the full value of her plan.
Superannuation & Investments
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KiwiSaver early withdrawal rules super strict image

KiwiSaver early withdrawal rules super strict

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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