New Zealand Post
INFORMATION FOR MEMBERS OF THE
NEW ZEALAND POST SUPERANNUATION PLAN
The New Zealand Post Superannuation Plan is a retirement savings plan for New Zealand Post employees. It was closed to new members on 31 December 2010
New Zealand Post Trustees Limited was established in 2016 as the Plan’s corporate trustee as part of the transition to the provisions of the Financial Markets Conduct Act (2013).
The trustee has overall responsibility for the Plan. It sets the investment policy and objectives, oversees the management of the Plan and makes changes to the Plan’s rules when necessary to comply with legislation and to make sure the Plan continues to be an attractive and useful way for members to save for retirement.
The directors of New Zealand Post Trustees Limited are:
Alan Dunn (Chair)
Anna Kenny (Licensed Independent Trustee)
The staff management team places and monitors the Plan’s investments on behalf of the trustee, manages contracts with external suppliers and generally looks after the affairs of the Plan from day to day. Contact the management team if you have a question about the Plan’s investments. Call 0800 697 728 (choose option 2).
The Plan’s administration manager is Mercer (N.Z.) Limited. Mercer looks after member records on behalf of the Plan. This includes administrative duties such as processing benefit payments and running the helpline.
The team at Mercer is your first port of call if you have a question about your savings. Call 0800 697 728 (choose option 1).
Morgan Stanley is the Plan’s principal custodian for equities, bonds and overseas cash. New Zealand Post Trustees Limited is the custodian for cash assets.
Eriksen & Associates
Wealth and Fitness Ltd, with assistance from: