20 December 2013

Letters were sent to: Hon Bill English Hon Hon Todd McClay Hon

Dear Minister

Official Information Act Request

The Financial Services Council is reviewing its impact and influence on policy and for this purpose requests the following information under the Official Information Act. We seek copies of any advice or commentary provided to Ministers, including the Prime Minister and his department, on the reports prepared by the Financial Services Council in 2012 and 2013 and the related polling.

To assist you in finding any such advice or commentary the following are the dates on which the relevant reports and polling were released publically. They usually were supplied to the Ministers and their Advisors before those dates:

FSC Reports June 2012 - Pensions for the Twenty First Century: Retirement Income Security for Younger New Zealanders

December 2012 – Infometrics Report – The Potential Impact of KiwiSaver on the Capital Market

December 2012 - Submission on the Review of KiwiSaver Default Provider Arrangements

March 2013 – Infometrics Report - The Sustainability of New Zealand Superannuation: Getting the Starting Point Right

October 2013 • How to Supersize Retirement Incomes • The tax barrier to retirement prosperity in New Zealand • Infometrics Report – Can we fund a comfortable Retirement for Most New Zealand Employees with a 7% Contribution Rate?

Tasman Report June 2013 – Universal Savings Plan Qualitative Report “They have to do something”

Horizon Research Polling: December 2011 – Savings Survey October and November 2013 - Savings and Retirement Survey Presentation (attached)

Also attached is the briefing paper on the FSC October and November 2013 Horizon Research Polling

Yours sincerely

Peter Neilson Chief Executive