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Bring in the Experts: Rules of Thumb for KiwiSaver Drawdown – the essential guide

September 27, 2023 @ 10:00 am - 11:00 am NZDT

Rules of Thumb for KiwiSaver Drawdown – the essential guide. With Ian Parera and Alison O'Connell

Enhance your expertise in KiwiSaver drawdown strategies for clients approaching retirement. Join us for an insightful webinar featuring Ian Perera, Convenor of the Retirement Income Interest Group, and Alison O’Connell, Retirement Commissioner’s Advisory Board, who will provide valuable tools and advice to navigate this critical aspect of retirement planning effectively.

The Retirement Income Interest Group (RIIG) of the New Zealand Society of Actuaries recently updated its four “Rules of Thumb” to help retirees make informed decisions about drawing down their KiwiSaver funds. These rules are designed to reflect current investment conditions and longevity prospects, ensuring that retirees can optimize their income.

Key discussion points:

  • Gain a deep understanding of the four essential “Rules of Thumb” for KiwiSaver drawdown.
  • Explore the pros and cons of each rule and learn how to tailor them to your clients’ unique financial goals and preferences.
  • Receive guidance on helping your clients potentially increase their KiwiSaver income while managing associated risks.
  • Access valuable insights into the available income estimates from typically-sized KiwiSaver funds based on RIIG’s analysis.

Don’t miss this opportunity to expand your knowledge and help your clients make informed decisions about their retirement income through strategic KiwiSaver drawdown planning. Register now.

About Ian Parera:

  • Ian Perera is the Convenor of the Retirement Income Interest Group and a former President of the New Zealand Society of Actuaries. With over 35 years of experience in financial services, including leadership roles at Sovereign (now AIA), Ian brings a wealth of actuarial expertise to the discussion.

About Alison O’Connell:

  • Alison O’Connell is a seasoned professional in retirement policy, insurance, and investment sectors. She was the founding Director of the Pensions Policy Institute in the UK and currently serves on various influential boards, including the Retirement Commissioner’s Advisory Board.

If you register early you will be sent an email with a link directly to the webinar.

Free for Members | $50+gst for non-members

Earn 1 CPD hour –  CPD certificates for members will be sent via email within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page. If you’re using Ontrack by Kaplan Professional, certificates can be accessed within the platform and will not be emailed.


September 27, 2023
10:00 am - 11:00 am
Event Category:




Financial Advice New Zealand
0800 432 101