Reading resources

Articles and publications that may be of interest.

Wade Pfau and Jeremy Cooper (2014) Yin and Yang of retirement income philosophies, Challenger Research.

Patrick Nolan (2014) Reform of the UK’s decumulation market – background note for decumulating retirement savings forum, Research Note, NZ Productivity Commission, November 2014.

Susan St John, M.Claire Dale & Toni Ashton (2012): A New Approach to Funding the Costs of New Zealand’s Ageing Population, NZ Population Review

Andrew Ford (2014) Heartland’s Home Equity Loan brochure, Heartland website.

Ralph Stewart (2014) New Zealand Income Guarantee Ltd, NZIG website.

RPRC (2012) Forum Proceedings: Spending the Savings: Decumulation And Middle-Income Retirement, Retirement Policy and Research Centre.

ANZ New Zealand Investments Limited (2014) How to spend it? Turning KiwiSaver balances into retirement income.

Michael Littlewood and Michael Chamberlain  (2014) Taxation, decumulation and annuities: a brief backgrounder on the tax treatment of decumulation arrangements in New Zealand, Retirement Policy and Research Centre.

Retirement Villages Association, Retirement villages association factsheet (2014).