View from plane window looking over the Southern Alps

NZBritannia articles

Here’s the latest news about investing, retirement planning, pension transfers and more.

Filter by
Insurance
Investment
KiwiSaver
Market Update
Pension Transfer
Retirement
Reset All
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Couple taking photographCouple taking photograph

Mapping your retirement journey after transferring your pension

20/3/2024

Transferring your UK pension to New Zealand marks a significant step in your financial journey, particularly when considering retirement. It's more than just moving funds; it requires a thoughtful strategy to ensure long-term financial security.

Read article

The benefits of income protection

29/2/2024

How long would you manage without your usual income? For many, the answer is likely not very long. However, insurance offers a solution. Income protection cover provides peace of mind, ensuring your bills are covered even if you're unable to work temporarily.

Read article
Are New Zealanders getting enough out of KiwiSaver?Are New Zealanders getting enough out of KiwiSaver?

Are New Zealanders getting enough out of KiwiSaver?

29/2/2024

David Knox from Mercer brings vital insights into KiwiSaver, highlighting crucial adjustments for a rewarding retirement. Keep reading to see if your KiwiSaver is working optimally and learn easy tweaks to ensure it's on track.

Read article
Couple taking photographCouple taking photograph

Maximising your retirement savings with KiwiSaver

21/2/2024

For many New Zealanders, KiwiSaver is a vital component of retirement planning. This guide delves into strategies for maximising KiwiSaver contributions and provides some insights and useful tools to help you make informed decisions for your future.

Read article
Waiheke baysWaiheke bays

Choosing the right financial adviser for your pension transfer

21/2/2024

Navigating the complexities of pension transfers can be a daunting task. This guide offers insights and tips on selecting the best financial adviser for your pension transfer.

Read article
Achieving financial success in 2024Achieving financial success in 2024

Achieving financial success in 2024

5/2/2024

Learn how to achieve financial success in 2024 with expert tips and strategies.

Read article
Your 2024 KiwiSaver check-upYour 2024 KiwiSaver check-up

Your 2024 KiwiSaver check-up

5/2/2024

KiwiSaver is a powerful tool for retirement savings and with a few strategic moves, you can enhance its impact on your financial future. Read on to find out how to optimise your KiwiSaver plan.

Read article
Key questions to ask your insurance adviserKey questions to ask your insurance adviser

Key questions to ask your insurance adviser

5/2/2024

Insurance advisers can be an invaluable asset to help you protect yourself, and those you love. Here are a few key questions you may want to ask your adviser at your next check-up.

Read article

Market Update: Lessons and insights from 2023

19/12/2023

As 2023 ends, New Zealand faces inflation challenges and market uncertainties. Read more for insights on building resilience in the evolving economic landscape.

Read article

Cost of living: How much retirement income do you need?

19/12/2023

How much money do I need for a comfortable retirement? It's a key question to ask yourself but one thing is almost certain: NZ Super alone is unlikely to be enough for any kind of retirement. Read on to learn more.

Read article
Family looking out to the sunsetFamily looking out to the sunset

Secure your retirement: exploring UK pension transfers to NZ

13/12/2023

In this article, we provide some clarity about which UK pensions can be moved to New Zealand and highlight important things to think about.

Read article

Understanding insurance policy terms

13/12/2023

Understanding insurance policy terms and conditions can often be an overwhelming experience. In this guide, we’ll help demystify some common insurance policy terms to ensure you have the knowledge to make informed decisions with clarity and confidence.

Read article
Waiheke Island baysWaiheke Island bays

DIY or adviser? Making the right choice in NZ

22/11/2023

Making the decision to start planning for retirement is a pivotal life moment, and in New Zealand there are numerous investment options to secure your later years. The question remains: should you manage your investments personally or collaborate with a financial adviser? In this guide, we'll explore the pros and cons of both options to help you make an informed choice tailored to your retirement aspirations.

Read article
Couple walking on beachCouple walking on beach

The key steps for UK-NZ pension transfers

22/11/2023

In this guide, we'll explore the key steps for a smooth transfer of your pension assets from the UK to NZ. By understanding these steps you can optimise your pension transfer experience.

Read article
Couple holding hands while reviewing their finances Couple holding hands while reviewing their finances

Financial stress: Kiwi parents can overcome it with guidance

6/11/2023

Kiwi parents are facing financial stress at an alarming rate, but there is hope. With the right guidance and financial strategies, parents can overcome these challenges and pave a brighter path forward for their households. Seek professional financial support today and start working towards your financial well-being.

Read article
Three jars filled with increasing amounts of coins, representing financial growth over timeThree jars filled with increasing amounts of coins, representing financial growth over time

Changing KiwiSaver providers or switching funds?

6/11/2023

KiwiSaver is a vital component of New Zealanders' retirement planning. However, over time, you may have wondered if you're with the right provider for your needs. While switching providers isn't mandatory, understanding the process and factors to consider can help you make a well-informed decision.

Read article
Retired couple walking along the beachRetired couple walking along the beach

Saving for retirement? It’s never too late

6/11/2023

It's never too late to start saving for retirement. Even if you're a late starter, there are still strategies you can use to catch up and reach your retirement goals. This article provides tips on reassessing your financial goals, creating a budget, increasing your retirement contributions, considering delaying retirement and seeking professional financial guidance.

Read article
Retired couple talking to their financial adviserRetired couple talking to their financial adviser

The fallacy of downsizing

13/10/2023

Is selling the family home a sensible plan to fund retirement? With property values having increased in recent years, even allowing for the softer property values we’ve experienced lately, it has always sounded like a reasonable idea. But research has shown that, for many people, downsizing isn’t a “silver bullet” and often buys only a few years of comfortable retirement living.

Read article
Father and daughter staring at stacks of coinsFather and daughter staring at stacks of coins

Building financial wisdom: money lessons for kids (and you!)

6/10/2023

Financial literacy isn't just for adults; learn early in life, it can benefit your children now and in the future. Of course, each parent’s approach may vary, but the following five ‘money lessons’ are a good place to start.

Read article
A father, mother, and young daughter hold hands walking through a parkA father, mother, and young daughter hold hands walking through a park

How to build a comprehensive insurance plan

6/10/2023

When it comes to your financial health, a solid insurance plan is just as essential as a balanced diet is for your physical wellbeing. Whether you're new to personal insurance or are looking to plug any gaps in your existing coverage, you're in the right place. We've compiled some key considerations to help you build a comprehensive insurance plan.

Read article
Stacks of coins with seedlings growing on topStacks of coins with seedlings growing on top

Time to run your KiwiSaver numbers?

6/10/2023

With KiwiSaver being one of the most popular retirement savings schemes in New Zealand, are you confident you're making the most of your investment? Read on to learn more about what to look at when running your KiwiSaver numbers.

Read article
Couple sitting in front of a laptop at a desk holding paper documentsCouple sitting in front of a laptop at a desk holding paper documents

How to overcome financial setbacks and regain control

4/8/2023

Learn from financial setbacks: embrace resilience and take proactive action. This article explores constructive steps to overcome hurdles and regain stability.

Read article
Mother and young daughter in a produce storeMother and young daughter in a produce store

How making eco-friendly choices can also benefit your finances

4/8/2023

Uncover the financial benefits of eco-friendly living! From energy-efficient appliances to eco-friendly commuting, learn how going green can save you money while benefiting the planet

Read article
Small wood-cut house, umbrella and heart ornamentsSmall wood-cut house, umbrella and heart ornaments

Have debt? How insurance can help

4/8/2023

Discover the power of insurance in safeguarding your lifestyle and dreams amidst unexpected health issues and debt management challenges.

Read article
Woman entering credit card information into laptopWoman entering credit card information into laptop

Don’t let your emotions run your investments

10/7/2023

Have you ever found yourself making investment decisions based on a gut feeling or reacting impulsively to market news? If so, you may have fallen into the trap of emotional investing – which can get in the way of your financial goals.

Read article
Man smiling while looking at laptop screenMan smiling while looking at laptop screen

10 essential steps to stay cybersafe

10/7/2023

In today's interconnected world, cyber threats are evolving and becoming increasingly sophisticated. What’s more, they’re targeting businesses of all sizes and people from all walks of life, and often, these threats are difficult to spot until it's too late.

Read article
Family of 5 walking through long grass towards a setting sunFamily of 5 walking through long grass towards a setting sun

The role of insurance in Kiwis’ life

10/7/2023

As New Zealand continues to navigate through unpredictable times, financial protection has become increasingly crucial. And in a country where the population numbers are slightly over five million, insurance plays a significant role.

Read article
Couple looking at waves at the beachCouple looking at waves at the beach

Most Kiwis don’t want NZ Super to change

15/6/2023

According to a recent study, Kiwis are opposed to raising the pension age and means-testing NZ Super, but are open to increasing taxes to avoid burdening future generations. Here are some interesting findings.

Read article
Rolling hills overlayed with NZBritannia logoRolling hills overlayed with NZBritannia logo

Market Update: At the inflation crossroads

15/6/2023

This year has mainly focused on inflation and the debate about global interest rate increases' effectiveness. Here is a glimpse into what’s happening in the markets and the economy in this quarterly market update for 2023.

Read article
A father, mother and daughter in a happy embace on a sofaA father, mother and daughter in a happy embace on a sofa

What does trauma insurance cover me for?

15/6/2023

You may have heard of trauma cover and wondered what it actually is. So, what does ‘trauma’ actually mean? And how can it help you? Here's what you need to know about trauma insurance and what it offers you.

Read article
New Zealand $5 note with various coinsNew Zealand $5 note with various coins

Don’t leave money on the table: your KiwiSaver government contribution

3/5/2023

The government offers a member tax credit to every qualifying KiwiSaver member, every year. If you meet the contribution criteria, there is $521.43 available annually, and many people are missing out.

Read article
Family riding bikes through the parkFamily riding bikes through the park

A country of 4.1 million personal insurance policies

3/5/2023

The Financial Services Council released its latest quarterly data on personal insurance in NZ. Here are some key takeaways, highlighting the value of getting cover for life’s what-ifs.

Read article
Family looking at the sunsetFamily looking at the sunset

Seven out of 10 Kiwis are underinsured

3/5/2023

Do you have enough insurance for your biggest asset? If you’re like many New Zealanders, you probably answer this question by saying: “Yes, my house is fully insured.” For many of us, this isn't our biggest asset. 

Read article
Woman and man reviewing notesWoman and man reviewing notes

Can you be overinsured?

27/3/2023

When it comes to insurance, the key thing is to have an appropriate level for your needs – not too much, not too little. Here are the signs you might be overinsured.

Read article
New Zealand notes hanging out of a back pocketNew Zealand notes hanging out of a back pocket

Measures that will likely be in Budget 2023

27/3/2023

Finance Minister Grant Robertson announced that the 2023 Budget will provide solutions to some of the key challenges that New Zealand is currently facing. Read on to learn more.

Read article
Couple holding hands walking on the beachCouple holding hands walking on the beach

Where will your retirement income come from?

27/3/2023

You probably have some idea of what you want your retirement to be like but do you know where your income will come from? Here’s what you need to know.

Read article
Happy family with financial supportHappy family with financial support

Key questions to ask your insurance adviser

24/2/2023

If you are thinking about meeting an adviser for the first time, or it’s time for a check-up, here are a few key questions you may want to ask.

Read article
Insurance and Financial Group MeetingInsurance and Financial Group Meeting

What does ‘locking in your losses’ mean?

24/2/2023

When markets are fluctuating, or asset prices are falling, the advice is to stay put to avoid ‘locking in your losses’. But what does that really mean?

Read article
Rolling hills with NZBritannia logo overlayedRolling hills with NZBritannia logo overlayed

Market Update: The fight to inflation continues

24/2/2023

Inflation is likely to remain the key topic in 2023 and most economists agree that we’re in for more interest rate increases. Read on for more on this.

Read article
Coins in plant pot with a plant coming throughCoins in plant pot with a plant coming through

Why investing in a downturn is like buying on sale

3/2/2023

Who doesn’t love a sale? A key part of investing success is knowing what to do when the value of your investments is moving around – and how to benefit from the resulting “sale”. Here are five things to keep in mind.

Read article
Family on the beachFamily on the beach

Insurance, inflation and your financial resilience

3/2/2023

As the cost-of-living pressure has gone up, financial resilience is more important than ever and insurance can help you shore up your defenses. Read on to find out more.

Read article
Retired couple sitting on bench looking out over the oceanRetired couple sitting on bench looking out over the ocean

How inflation might affect your retirement plans

3/2/2023

Inflation can be a bit of a headache for people at all stages of life. Here are a few ways in which inflation may affect your retirement planning, and what you can do about them.

Read article
New Zealand notes stacked on top of each otherNew Zealand notes stacked on top of each other

Are Kiwis overconfident about their finances?

2/12/2022

According to research from the Financial Services Council (FSC), Kiwis’ financial confidence is growing, but there are signs that this confidence may be misplaced. Here’s what the survey found.

Read article
Rolling hills with NZBritannia log overlayedRolling hills with NZBritannia log overlayed

Market Update: Opportunity in the perfect storm

2/12/2022

As we draw closer to the end of the year, it’s time for our last quarterly update for 2022, once again looking at the many moving parts that are influencing the investment markets.

Read article
Child hugging fatherChild hugging father

The benefits of income protection

31/10/2022

How long could you cope without your regular income? If you’re like a lot of people, the answer is probably not very long. But insurance can help you. Having income protection cover means having some peace of mind that, even if you were not able to work for a while, your bills could still be covered.

Read article
Man reviewing his retirement plan while drinking a cup of coffeeMan reviewing his retirement plan while drinking a cup of coffee

Home ownership rates among retirees are falling

31/10/2022

With homeownership rates falling and people taking out bigger mortgages, an increasing number of New Zealanders are entering retirement renting or with an unpaid home loan. Read on to learn how housing has changed over the past decade - and the impact on retirement outcomes. Read on to learn more.

Read article
Loose notes surrounding a Piggy BankLoose notes surrounding a Piggy Bank

What’s the difference between KiwiSaver and other managed funds?

31/10/2022

There are lots of factors that make KiwiSaver a good option – but then what about all the other managed funds that are available? Here's what to think about if you're trying to decide where to put your money.

Read article
Rolling hills wih NZBritannia logo overlayedRolling hills wih NZBritannia logo overlayed

Market Update: Inflation Cloud Still Hovering

5/9/2022

It has been another interesting quarter in the markets, with many moving parts, persisting uncertainty and volatility, but also numerous opportunities for investors to seize. In this quarterly update, we will give you a snapshot of key factors and trends to watch out for.

Read article
Woman riding a bike without handsWoman riding a bike without hands

6 Insurance Misconceptions to Watch Out For

4/8/2022

Getting insurance is a vital instrument for financial planning. NZBritannia shares some common misconceptions and busts the myths about insurance.

Read article
Mother and daughter in happy embraceMother and daughter in happy embrace

A Serious Illness and Your Money: Where to Get Help

25/7/2022

Experiencing a serious illness can bring about a great deal of stress – not just emotionally, but financially too. To help Kiwi patients navigate their financial journey, the Cancer Society and Sorted.org.nz have recently created a handy guide to ‘Managing your money after being diagnosed with a serious or terminal illness’.

Read article
Retired couple enjoing a cup of teaRetired couple enjoing a cup of tea

New Zealand Superannuation Explained

21/7/2022

New Zealand’s superannuation system is a real asset for this country. It’s a virtually universal payment that has been credited with keeping older generations out of poverty. Anyone who turns 65 is eligible, provided they meet residency criteria. So how does the scheme actually work?

Read article
Rolling hills in background with NZBritannia logo overlayedRolling hills in background with NZBritannia logo overlayed

Market Update: Riding the Headwinds

3/6/2022

In this market update, we’ll once again take a closer look at the factors and trends currently playing out in the global economy. And as always, we’ll share some practical guidance for investors looking at navigating this complex environment with confidence.

Read article
Family relaxing on a dockFamily relaxing on a dock

Why Use an Insurance Adviser?

3/6/2022

When you’re thinking about taking insurance, you often face one key question early in the process: do you turn to an adviser for some assistance, or go it alone? While Kiwis are a nation of DIY-ers, there are some important reasons why an insurance adviser can be an invaluable asset in your financial life.

Read article
Colleagues discussing climate changeColleagues discussing climate change

One in Three Businesses are Tackling Climate Change

3/6/2022

More and more New Zealand businesses are bucking the trend and tackling climate change. According to an annual survey* by Stats NZ, in the past two years, 35% of businesses invested in measures to reduce their carbon footprint or adapt to the potential impacts of climate change.

Read article
Retired couple discussing superannuation rateRetired couple discussing superannuation rate

New Zealand has a New NZ Superannuation Rate

3/6/2022

When it comes to retirement planning, knowing the NZ Super rate for your circumstances is a good place to start. As of 1 April 2022, the rates have increased. Read more to find out.

Read article
Lake surrounded by snow covered mountainsLake surrounded by snow covered mountains

How You Can Save Money and the Planet

10/5/2022

Is reusing and recycling rather than buying new a good way to boost your finances, and the health of the planet? With a closer look at thrifting and upcycling, you might unearth ways of refreshing the look of your home and wardrobe at a much lower cost to both your wallet and the environment.

Read article
Couple sitting on tree branchCouple sitting on tree branch

How Financial Advice Can Improve Your Life

10/5/2022

The independent research, commissioned by Financial Advice New Zealand, asked approximately 2,000 people about their financial goals and aspirations, and how working with an adviser help them make relevant changes.

Read article
Couple working from homeCouple working from home

Work From Home Experience of Kiwi Men & Women

10/5/2022

With more and more Kiwis embracing the ‘remote work’ trend, new research has looked more closely at the actual benefits and challenges faced by New Zealand workers. And what it found is that the experience is different, and often more challenging, for women. Read on for some interesting takeaways from the ASB/NZIER survey.

Read article
A man carrying a woman on his backA man carrying a woman on his back

Personal Life and Health Insurance Uptake on the Rise

10/5/2022

More and more people in New Zealand are getting personal insurance – including health, life, income protection, trauma insurance and more. And according to the Financial Services Council (FSC), it might a ‘side effect’ of the pandemic. Read on to find out more.

Read article
Plant sprouting through a pile of coinsPlant sprouting through a pile of coins

Money mishaps and how to prevent them

7/4/2022

How can you stay on top of your finances? According to research by the Commission for Financial Capability, there are some mistakes that Kiwis commonly make with their money. Here are some behaviours you can build, to avoid those mishaps and support you on your financial journey.

Read article
Windswept vegetation on a beachWindswept vegetation on a beach

Debunking five KiwiSaver misconceptions

7/4/2022

KiwiSaver is helping millions of New Zealanders save for retirement and purchase their first-home. But some common misconceptions may be keeping some people from joining the scheme, or even make the most their existing KiwiSaver savings.

Read article
Couple planning for their early retirementCouple planning for their early retirement

Early retirement sounds good, but is it for you?

7/4/2022

Many people may have the goal to exit their busy work lives as soon as possible, and embark on a long retirement journey. After all, what’s better than being able to do all the things you’ve wanted to, whenever you want to?

Read article
Wooden path leading through a forestWooden path leading through a forest

Sale of Russian investments

4/3/2022

Russia’s invasion of Ukraine is a tragedy that is unfolding in front of the world. NZBritannia’s Environmental, Social and Governance policy addresses a wide range of concerns, including human rights abuses and Russia’s actions in the Ukraine do not fit with NZBritannia’s values.

Read article
Auckland skyline focused on the Sky TowerAuckland skyline focused on the Sky Tower

What will happen to investments in Russia and Ukraine?

23/2/2022

On Tuesday 22 February, Russian President Vladimir Putin announced that he was ordering troops into Ukraine, ostensibly to “maintain peace” in separatist provinces that Russia had just recognised as being independent. As can be expected, this is viewed by Ukraine and the Western powers (primarily the US and European Union, but they are supported by countries like Australia and New Zealand) as being tantamount to an invasion, and there are sanctions being imposed.

Read article
Couple sitting on a jettyCouple sitting on a jetty

Did you know this about life insurance?

1/2/2022

Whether you already have life insurance in place, or you’re looking at your options for the first time, there might be things that you don’t know about life cover. Here are some things to consider, to help you structure your cover in a way that’s most appropriate for you, now and in the future.

Read article
Couple swimming in clear lagoonCouple swimming in clear lagoon

How to get your financial literacy on

1/2/2022

According to the latest Financial Resilience Index, money worries are a reality for many New Zealanders. The good news is, financial literacy can help you plan for the future, achieve peace of mind, and ultimately improve your personal and financial wellbeing. Here are some steps you can take to give financial literacy the attention it deserves.

Read article
Woman celebrating by throwing confetti Woman celebrating by throwing confetti

Six apps to try this year

1/2/2022

Pretty much everyone has a smartphone. But are you getting the most out of yours? We’ve put together a list of some popular apps of 2021, to make your device an ally for your New Year’s resolutions.

Read article
Couple discussing plans for post 65 KiwiSaver planCouple discussing plans for post 65 KiwiSaver plan

What’s your post-65 KiwiSaver plan?

22/12/2021

Looking forward to the day when you can finally tap into your KiwiSaver? Whether you’re nearing retirement or simply thinking about the long term, it’s good to have a plan in place to make your retirement nest egg last for as long as you need it to. So, here are some key things to keep in mind.

Read article
Person overlooking a bay during sunset Person overlooking a bay during sunset

Getting it covered: Helpful tips for assessing your financial life

22/12/2021

It’s that time of the year again – time to take a look back and plan ahead. And because 2021 has been nothing like any other year, you may feel the need to start 2022 with renewed financial confidence and peace of mind.

Read article
Wooden path heading through a forestWooden path heading through a forest

Clearing a path to realise goals

22/12/2021

Sometimes the biggest barrier between us and our goals is –ourselves. It happens when we have unhelpful financial behaviours or biases that we may not even be aware of, which popup and knock us off course. So, it can be a good idea to take some time to examine your own responses to financial situations, and consider whether any of these common mindsets might be blocking your path to financial success.

Read article
Young girl handing over a coin to a financial adviserYoung girl handing over a coin to a financial adviser

Covid-19 is prompting us to protect our financial wellbeing

1/12/2021

Is the pandemic changing your perspective in life? Whether in terms of health, finances, or future plans, people across the world saw their views shift in light of Covid-19. And new research from Ernst & Young (EY) shows how this shift ‘prompted interest’ in getting insurance as protection. Here are some key things to know.

Read article
Rolling hills with NZBritannia logo overlayedRolling hills with NZBritannia logo overlayed

Market Update: Feeling the (inflation) pressure

1/12/2021

It’s been three months since our latest Market Update (Weathering current uncertainty – August 2021), and back then, New Zealand had just entered its second nationwide lockdown. No one could have predicted that Covid-19 restrictions would be a marathon, rather than a sprint this time.

Read article
Man and woman in happy discussionMan and woman in happy discussion

Emotions and risk in the world of investing

1/12/2021

Thinking of dipping your toes in the investing world? Investing is one of the key financial decisions you can make, and it’s a road with both risks and rewards.

Read article
Person overlooking bay at sunsetPerson overlooking bay at sunset

Life cover “key” to closing New Zealand’s protection gap

1/11/2021

Latest research from the Swiss Re Institute has revealed some important insights into New Zealand’s underinsurance, and what can be done to close the protection gap. So, here are some key things to know.

Read article
Couple swimming in clear lagoonCouple swimming in clear lagoon

Responsible investing keeps gaining steam in New Zealand

1/11/2021

As it turns out, more and more Kiwis are embracing responsible investing. According to the latest Responsible Investment Association Australasia (RIAA) report, the market for responsible investing is “soaring in popularity” – twice as fast as overall managed investments.

Read article
Woman celebrating by throwing confetti in the airWoman celebrating by throwing confetti in the air

Have a party! Celebrating wins drives possibility

1/11/2021

Busy working towards your goals? As you move ahead in your financial journey, you may find yourself thinking about that next step, then the next step, and so on. Here’s some food for thought on your way to long-term financial wellbeing.

Read article
Windswept vegetation on beachWindswept vegetation on beach

KiwiSaver - How prepared are Kiwis for retirement

6/10/2021

Are you relying on KiwiSaver to save for your retirement? Most Kiwis are– with 80 per cent of the respondents saying they use or have used the scheme to fund their future nest egg.

Read article
Auckland skyline focusing on the Sky TowerAuckland skyline focusing on the Sky Tower

Money lessons to take into the ‘new normal’

6/10/2021

With recent events bringing a wave of changes to Kiwis’ lives, the pandemic has certainly been a key time for personal finance lessons – which will be worth keeping in mind in the years to come. Here are six key money lessons that we can take with us into the future.

Read article
Couple sitting on a lake jettyCouple sitting on a lake jetty

When it comes to financial wellbeing, ‘knowledge is power’

6/10/2021

What does financial capability mean? Put simply, it’s the “ability to manage money well”; your behaviours, attitudes, and knowledge when it comes to money. Here are some key things to know.

Read article
Couple wrapped in a blanket watching the sun rise on top of a hillCouple wrapped in a blanket watching the sun rise on top of a hill

Your six-step self-care toolkit

27/8/2021

Once again, New Zealanders are pulling together to stamp out Covid-19. In times like these, it’s more important than ever to take care of each other and ourselves.

Read article
Mother and two daughters walking along a pierMother and two daughters walking along a pier

Time to check what you’re covered for?

27/8/2021

If you already have insurance, but it’s been a while since you reviewed it, then an insurance refresher might be worth your while. One thing we have all learned all too well in the last year, is that life is unpredictable – and it’s important to ensure you have appropriate financial protection for it.

Read article
Person checking financial data on a laptopPerson checking financial data on a laptop

Market Update: Weathering current uncertainty

27/8/2021

New Zealand’s second nationwide lockdown has been a reminder that we live in uncertain times. And while the return of restrictions is unsettling for many New Zealanders, the move was also largely expected – a case of ‘when’, rather than ‘if’.

Read article
Gavin Dixon - NZBritannia CEOGavin Dixon - NZBritannia CEO

Press Release 10 June 2021 - Britannia refreshes branding to NZBritannia - Retire Better

10/6/2021

New Zealand’s leading provider of UK pension transfer services, Britannia Financial Services is pleased to announce a range of improvements to the schemes it manages. To mark these changes, Britannia is refreshing its branding. CEO Gavin Dixon explains...

Read article
Man leaping from a cliff into the oceanMan leaping from a cliff into the ocean

The importance of understanding maths and biases when investing

17/11/2020

The world’s attention continues to focus on Covid-19, though sometimes, for better or worse, the elections have provided a distraction. We’ve decided it is appropriate to make lemonade from our Covid-19 lemons and see what financial lessons can be learned. Read on to find out how important it is to understand maths and personal biases when it comes to your investment.

Read article
Couple sitting at the end of a dock overlooking a lake and montainsCouple sitting at the end of a dock overlooking a lake and montains

Do you have concerns about your retirement aspirations at this time?

29/5/2020

Respecting that the current environment is unprecedented, you may be looking for some reassurance. Mindful of this, we hosted a 30 minute webinar covering off some of your questions.

Read article
Man at his desk with a concerned lookMan at his desk with a concerned look

How will Brexit affect your pension?

13/3/2020

Will your pension survive Brexit’s political machinations? That all depends on whether Brexit happens with a deal in place or without one. Talk to Britannia before you do anything.

Read article
Retired coupleRetired couple

Do you know how much retirement costs?

20/2/2020

Retirement is expensive, and that’s because what you want and what you need to fund that vision, are two vastly different things. There are many things to consider when it comes to retirement: Inflation, rising medical costs, the cost of living, not to mention rental or mortgage payments. Are you wanting a ‘no frills’ lifestyle or one that allows you to have choices? Depending on your answer you will need to save between $492,000 and $785,000 (or potentially more depending just how many “frills” you want).

Read article
Father and 2 boys walking a dog through tall grassFather and 2 boys walking a dog through tall grass

Moved from the UK? Four reasons why your pension should be moved here too

19/11/2018

Are you originally from the UK and now living in New Zealand, and thinking it may be a permanent move? While you could continue receiving a pension from the UK, many expats are choosing to transfer their pension funds to New Zealand. Here are the key reasons why ...

Read article

"A bit of bother" nets $140,000

26/10/2018

Woman who thought she had $30,000 in her pension scheme ends up with $170,000. Donna Mathewson had 140,000 surprises after transferring her UK pension to New Zealand – all of them dollars. Mathewson (not her real name), now retired and living in Auckland, had lived and worked in Brita..

Read article
Woman talking on the phone holding a credit cardWoman talking on the phone holding a credit card

How to avoid pension scams

26/10/2018

Fraudsters target UK-based pension schemes with lure of high returns to transfer to NZ. Expat ‘Brits’ thinking about transferring their pension schemes to New Zealand are being urged to watch out for scammers looking to fleece a share of their nest eggs. Authorities both here...

Read article
Man sitting at his desk with a concerned lookMan sitting at his desk with a concerned look

Brexit may affect pension schemes

26/10/2018

Thousands of Britons & Kiwis’ investments may suffer if Brexit helps cause an economic downturn. One of the key elements in any kind of investment scheme is alertness – and around the world, millions of British expats are on high alert about Brexit.

Read article
Couple talking to their financial adviserCouple talking to their financial adviser

Man enjoys $800k surprise

26/10/2018

Biliions transferred here in pension funds – but experts say there are risks as well. People are transferring billions of dollars to New Zealand from UK-based pension schemes – but most have no idea what their funds are worth. So says Alun Rees-Williams, director of Auckland-based ...

Read article