TOPIC GUIDE : PENSIONS RESEARCH

Books

Suggested Subject Heading searches
Click on a subject heading below to display an index of subject headings in Voyager. Then click on a heading of interest to display a list of books / journals on that topic

Selected titles

• New Zealand. Royal Commission to Inquire into and Report on Social Security. (1972). Social security in New Zealand : report ... (McCarthy report).
  Wellington : Govt. Print., 1972.
• New Zealand. (1987). Government economic statement, 17 December 1987. Wellington, N.Z. : Government Printer. Fulltext online
• Ashton, T. &  St John, S.  (1988). Superannuation in New Zealand : averting the crisis. Wellington [N.Z.] : Victoria University Press for the Institute of Policy Studies.
• Consultative document on superannuation and life insurance. Volume 1. (1988). Wellington, N.Z. : Govt. Printer. Fulltext online
• New Zealand. Consultative Committee on Superannuation, Life Insurance and Related Areas. (1988). Tax treatment of superannuation : report of the Consultative Committee. [Wellington, N.Z.] : Treasury. Fulltext online
• Holmes, F. Sir. (1991). Politics and senior citizens : a bipartisan approach to retirement income? Wellington [N.Z.] : Institute of Policy Studies, Victoria University of Wellington.
• New Zealand. Dept. of Social Welfare & Shipley, J. (1991). Social assistance : welfare that works  : a statement of government policy on social assistance / Jenny Shipley ; with Simon Upton, Lockwood Smith, John Luxton. [Wellington, N.Z.] : New Zealand Government. This publication accompanied the 1991 Budget, ("the mother of all budgets", Ruth Richardson, Minister of Finance). Available in the Appendix to the journals of the House of Representatives of New Zealand, 1991, Shoulder No. B.6.
• St. John, S. (1991). An integrated superannuation policy for New Zealand?: some reflections based on the OECD conference ’Private pensions and public policy’, July 1-3 1991 : report for the Life Offices’ Association. Wellington, N.Z.: The Association.
• New Zealand. Task Force on Private Provision for Retirement & Todd, J. (The Todd Taskforce):
  • (1991 December). Private provision for retirement, the issues : interim report of the Task Force on Private Provision for Retirement. Wellington, N.Z. : The Task Force.
  • (1992 August). Private provision for retirement : overview of the options / report of the Task Force on Private Provision for Retirement. Wellington, N.Z. : The Task Force.
  • (1992 December). Private provision for retirement : the way forward  final report / of the Task Force on Private Provision for Retirement. Wellington, N.Z. : The Task Force. Fulltext online on The Retirement Commission's website
• St. John, S. & Ashton, T.  (1993). Private pensions in New Zealand : can they avert the 'crisis'? Wellington [N.Z.] : Institute of Policy Studies.
• Brash, D. (1996). New Zealand's remarkable reforms. An address by Donald T Brash, Governor of the Reserve Bank of New Zealand, to the Fifth Annual Hayek Memorial Lecture, Institute of Economic Affairs, London. 4 June 1996.  Reserve Bank website
• Periodic Report Group.
  • (1997 July). 1997 retirement income report : a review of the current framework : interim report. [Wellington, N.Z.] : The Group.
  • (1997 December). Retirement Income Report 1997 - Building Stability  Retirement Commission's website
  • Materials are also fulltext online on The Retirement Commission's website, within the Policy Review materials
• The tax credit system : taxing superannuation fund and life office savings through tax credits : a Government discussion document (1997) / Winston Peters, Deputy Prime Minister and Treasurer, Bill Birch, Minister of Finance and Minister of Revenue. Wellington, N.Z. : Policy Advice Division, Inland Revenue Dept., 1997. Fulltext online
• New Zealand. Working Party on the Taxation of Life Insurance and Superannuation Fund Savings. (1997). Taxation of life insurance and superannuation fund savings : a report to the Treasurer and the Minister of Finance and Minster of Revenue from the Working Party on the Taxation of Life Insurance and Superannuation Fund Savings. [Wellington, N.Z.? : The Working Party]
• You and your retirement savings : the proposed compulsory Retirement Savings Scheme. (1997). Wellington, NZ : The Treasury. [White paper]
  • See also online materials at the NZ Government Executive Superannuation Archive
• On the 1997 Referendum for Compulsory Superannuation:
  • Preston, David  The compulsory retirement savings scheme referendum of 1997 [MSD online publication]
  • Daniels, C. (2008, March 2). Super solution to beat dollar New Zealand Herald website
• Littlewood, M. (1997).  Will you still need me? : a retirement income primer for politicians, employers and meddlers.  Auckland, N.Z. : Planit Services.
• Boston, J., Dalziel, P., & St. John, S. (1999).  Redesigning the welfare state in New Zealand : problems, policies, prospects. Auckland : Oxford University Press.
• Preston, D. A. (2001). Retirement income in New Zealand : the historical context  / written by David Preston for the Office of the Retirement Commissioner. Wellington, N.Z. : Office of the Retirement Commissioner.  An extract is available on The Good Returns website
  
• Atkinson, N. (2002). Rewarding Service: A History of the Government Superannuation Fund. University of Otago Press, in association with the Ministry for Culture and Heritage, Dunedin. Reviewed by Brian Easton.
• Periodic Report Group.
  • (2003). Retirement income report, 2003.  [Wellington, N.Z.] : Periodic Report Group.
  • Associated materials are fulltext online on The Retirement Commission's website
• Hawke, R. (2005). Retirement income provision in New Zealand : a way forward. Wellington, N.Z. : Institute of Policy Studies
• Scobie, G. (2005). Household Wealth in New Zealand. Wellington, N.Z.: Institute of Policy Studies.
• Periodic Report Group.
  • (2007). Review of retirement income policy. [Wellington, N.Z.] : Retirement Commission. Retirement Commission's website
• McBeth, A., McLay, D. E., O'Sullivan, S. (2007). KiwiSaver : what employers need to know. [Wellington, N.Z.]: NZLS, Family Law Section, Property Law Section, [and] Continuing Legal Education.
• McBeth, A. (2008). KiwiSaver revisited. / presenters: Alasdair McBeth, Sean O’Sullivan, Ian Rowe. [Wellington, N.Z.] : NZLS, Family Law Section, Property Law Section, [and] Continuing Legal Education.
• New Zealand. Office of the Auditor-General. (2008). Guardians of New Zealand Superannuation: governance and management of the New Zealand Superannuation Fund. Wellington, [N.Z.] : Office of the Auditor-General.

International

• Handbook of public economics [e-Book] Amsterdam ; New York : North-Holland ; New York, N.Y., U.S.A in ScienceDirect. 
• Disney, R. (1996). Can we afford to grow older? : a perspective on the economics of aging. Cambridge, Mass. : MIT Press.
• Barr, N. (2001). The welfare state as piggy bank: information, risk, uncertainty, and the role of the state. New York : Oxford University Press.  Available as an e-book
• Pension systems and retirement incomes across OECD countries. (2001). Cheltenham, UK ; Northampton, MA, USA : E. Elgar.
• Olivia Mitchell is a key author. Her books include Innovations in retirement financing (2002)
• The balance sheet of social security pensions : International Workshop on the Balance Sheet of Social Security Pensions 1st and 2nd November 2004, Hitotsubashi Collaboration Center, Tokyo. (2005). Tokyo : Institute of Economic Research, Hitotsubashi University.
• Ageing and pension reform around the world : evidence from eleven countries.(2005). Northampton, MA : Edward Elgar.
• Booth, P. (2005) The way out of the pensions quagmire. London : Institute of Economic Affairs.
• Brooks, R. (2005). The politics of pension reform. London : Fabian Society.
• Cesaratto, S. (2005). Pension reform and economic theory : a non-orthodox analysis. Northampton, Mass. : Edward Elgar Publishing.
• Gimenez, D. (2005). Gender, pensions and social citizenship in Latin America Santiago de Chile : United Nations, ECLAC, Women and Development Unit.
• The evolving pension system : trends, effects, and proposals for reform. (2005). Washington, D.C. : Brookings Institution Press. Available as an e-book
• In search of retirement security : the changing mix of social insurance, employee benefits, and individual responsibility . (2005). New York : Century Foundation.
• Krieger, T. (2005). Public pensions and immigration : a public choice approach. Northampton, MA : Edward Elgar.
• McCurdy, D. (2005). How much is enough? [electronic resource] : balancing today’s needs with tomorrow’s retirement goals . Hoboken, N.J. : John Wiley & Sons. Available as an e-book
• Nyce, S. (2005). The economic implications of aging societies : the costs of living happily ever after . Cambridge ; New York : Cambridge University Press.
• Pension fund politics : the dangers of socially responsible investing. (2005). Washington, D.C. : AEI Press.
• Pension Reform in English-Speaking Caribbean Countries: an International Symposium and Policy Seminar (2003 : Caribbean Development Bank's Conference Centre). (2005). Workable pension systems [electronic resource] : reforms in the Caribbean. Washington : Inter-American Development Bank ; St. Michael, Barbados : Caribbean Development Bank. Available as an e-book
• Pension systems : beyond mandatory retirement. (2005). Cheltenham, UK ; Northampton, MA : Elgar.
• OECD. Pensions at a glance 2011: OECD Publishing. doi: 10.1787/pension_glance-2011-en
  
• Pensions in Asia : incentives, compliance and their role in retirement. (2005). Tokyo : Maruzen Co.
• Reinventing the retirement paradigm . (2005). New York : Oxford University Press.
• Schuldi, M. (2005) The reform of the Bismarckian pension systems : a comparison of pension politics in Austria, France, Germany, Italy and Sweden. Amsterdam : Amsterdam University Press. Available as an e-book
• Wise, D. (2005). Analyses in the economics of aging. Chicago : University of Chicago Press.
• Fenge, R. (2006). Social security and early retirement. Cambridge, MA : MIT Press.
• Bateman, H. (Ed.). (2006). Retirement provision in scary markets. Cheltenham : Elgar.
• Clark, G. L., Munnell, A. H., & Orszag, M. (2006). Oxford handbook of pensions and retirement income. Oxford: Oxford University Press.
• Lynch, J. (2006). Age in the welfare state : the origins of social spending on pensioners, workers, and children. Cambridge ; New York: Cambridge University Press. Available as an e-book
• Milevsky, M. A. (2006). The calculus of retirement income : financial models for pension annuities and life insurance. Cambridge ; New York, NY: Cambridge University Press.
• New ways to phase into retirement : options for faculty and institutions (2006). San Francisco : Jossey-Bass.
• Hill, M. J. (2007). Pensions. Bristol: Policy.
• Kolb, R. W. (2007). Corporate retirement security : social and ethical issues. Malden, MA : Blackwell Pub.
• Steenbeek, O. & Lecq, F. (Ed.s). (2007). Costs and Benefits of Collective Pension Systems. Berlin, Heidelberg : Springer-Verlag.Available as an e-book
• Marier, P. (2008). Pension politics : consensus and social conflict in ageing societies. London ; New York : Routledge..

Theses 

Held in the University of Auckland library system:

• Morris, S.C. (1952). The Old Age Pensions Act, 1898. Unpublished Masters thesis, University of New Zealand
• Woolf, Paul (1994). Consequences of demographic ageing : the retirement income and housing sectors. Unpublished Masters thesis, University of Auckland. 
• Blyth, Ann (1995). Older people and changes to retirement income policy in New Zealand. Unpublished Masters thesis, University of Auckland. 
• Curran, Raewyn (1996). Targeting the elderly : the 1991 debate over superannuation policy in New Zealand. Unpublished Masters thesis, University of Auckland. 
• St John, Susan (2003). Managing the risks of ageing : the role of private pensions and annuities within a comprehensive retirement policy for New Zealand. Unpublished PhD thesis, University of Auckland. Available as an e-Thesis
• Mangnell, Karen. (2004). Retiring to Niue : transnational retirement-return, pension portability and development policy. Unpublished Masters thesis, University of Auckland.

For further tips on finding theses within New Zealand and overseas refer to the library webpage Theses and Dissertations

Working / Briefing papers 

• Retirement Policy and Research Centre University of Auckland - publications are available within The Business School's Publication database.
  • Working paper series
    
    • 1/09 Dale, M.C., Lazonby, A., St John, S., & Littlewood, M. (2009). Literature Review: New Zealand Superannuation and Overseas Pensions (Part One of a two part project by the Retirement Policy and Research Centre for the Human Rights Commission)
      
    • 2/08 St John, S., Littlewood, M., & Meehan, L. (2008). The distributional impact of recent changes to retirement income policy: a preliminary analysis
    • 1/08 Hughes, G. (2008). Lessons from New Zealand for Ireland's green paper on pensions
    • 2/07 Lazonby, A. (2007). Passing the Buck : The impact of the direct deduction policy on recipients of overseas pension benefits in New Zealand 
    • 1/07 Lazonby, A. (2007). The changing face of the Aged Care Sector in New Zealand
      
  • Briefing papers
    • 2009-1 International comparison of poverty amongst the elderly (177KB)
    • 05 08 A condensed history of public and private provision for retirement income in New Zealand - 1975-2008 (217KB)
    • 04.08 Evidence on household wealth from the Reserve Bank (275KB)
      
    • 03.08 KiwiSaver, compulsory employer contributions and remuneration (145KB)
    • 02.08 Structuring remuneration to maximise value through ‘salary sacrifice’ (92KB)
      
    • 01.08 Does the economic rationale for KiwiSaver stack up? (202KB)
    • 07.07 The tax implications of pay, salary sacrifice, KiwiSaver and PIEs (126KB)
      
• New Zealand Treasury Working papers
  • 01/20 McCulloch, B. & Frances, J. (2001, September). Financing New Zealand Superannuation

  • 03/10 Guest, R., Bryant, B.  & Scobie, G. (2003, June). Population Ageing In New Zealand: Implications for Living Standards and the Optimal Rate of Saving

  • 03/15 Bryant, J.  (2003, June). Modeling the Effect of Population Ageing on Government Social Expenditures

  • 03/34 Guest, R., Scobie, G. & Bryant, J. (2003, December). Population Ageing in New Zealand: The Impact on Living Standards and the Optimal Rate of Saving with a Flexible Real Exchange Rate

  • 04/08 Scobie, G. & Le, T. (2004, June). The Impact of Workplace and Personal Superannuation Schemes on Net Worth: Evidence from the Household Savings Survey

  • 04/12 Scobie, G., Gibson, J. & Le, T. (2004, September).  Saving for Retirement: New Evidence for New Zealand

  • 04/22 Gibson, J., Le, T. & Scobie, G. (2004, September).  Women’s Retirement Incomes in New Zealand: A Household Bargaining Approach 
  • 05/09 Hurnard, R. (2005, November). The effect of New Zealand Superannuation eligibility age on the labour force participation of older people
  • 07/04 Scobie, G., Le, T. & Gibson, J.  (2007, March).  Housing in the Household Portfolio and Implications for Retirement Saving: Some Initial Finding from SOFIE
• Ministry of Social Development
  • 03/04 Assessing the adequacy of private provision for retirement: A living standards perspective
• IDEAS (via RePEC Research Papers in Economics) from the Department of Economics, University of Connecticut 
• EconPapers  (also via RePEC) hosted by Department of Business, Economics, Statistics and Informatics, Orebro University
• Social Insurance Research Network part of the Social Science Research Network co-hosted by Stanford Law School and the European Corporate Governance Institute

Journals  

Click on a title below to display the Voyager record, including years held and location details (including online) :

• Super benefits : the quarterly journal of the Association of Superannuation Funds of New Zealand Inc. [NZ]
  • Print version ceased Vol. 34 (2003), SuperNews is now published on the ASFONZ website
• Supertalk from Good Returns -  for superannuation industry news [NZ]

• Super review  [AUSTRALIA]

• Journal of pension economics and finance  & publisher's website  [UK]
• Tolley’s trust law international [UK]

• Benefits quarterly [US]
• Defined contribution & savings plan alert [US]
• Journal of pension benefits  [US]
• Journal of pension planning and compliance [US]
• Social Security Bulletin [US]

• Pension markets in focus [OECD]
• OECD Economic Studies  Note - 2004 Vol. Issue 2 is on retirement savings [OECD]
• OECD Economics Surveys: New Zealand Volume 2007/8 April 2007 is on Public Pensions and Retirement Savings
  And see also: further OECD materials

Search for additional journal titles using these Voyager Subject Heading searches:

• Pensions Periodicals
• Retirement Periodicals

Selected articles/ media commentary

• St John, S. (1993). Tax and welfare reforms in New Zealand. Australian Economic Review, (4th Quarter), 37-42.
• Debt threat: ageing and public finances. (2005, March 26). The Economist, 374 ( 8419), 101.
• OECD. (2005). Ageing - Pension reform and long-term care. Directorate for Employment, Labour and Social Affairs (DELSA) Newsletter, Issue 1
• Barr, N. (2006). Pensions: overview of the issues. Oxford Review of Economic Policy, 22 (1), 1-14.
• Barr, N. & Diamond, P. (2006). The economics of pensions. Oxford Review of Economic Policy, 22 (1), 15-39.
• Kritzer, B. E. (2007). KiwiSaver: New Zealand's New Subsidized Retirement Savings Plans. Social Security Bulletin, 67(4), 113-119.
• St John, S. (2007). KiwiSaver and the Tax Treatment of Retirement Saving in NZ. New Zealand Economic Papers, 41(2), 143-160.
• St John, S. (2007 ). Farewell to tax neutrality: the implications for an aging population. Economic and Labour Relations Review, 18 (1), 27-52. Early version 20th July 2007 : The 15th Australian Colloquium of Superannuation Researchers: Financial Consequences of Longevity, UNSW Sydney, 19th 20th July 2007
• St John, S. (2007). New Zealand's experiment in tax neutrality for retirement saving The Geneva Papers, 32 532-552. [Business Source Premier - abstract]
• Stace, V. (2007). Trusting in the KiwiSaver Promise: Lessons from the Bradley Case. New Zealand Business Law Quarterly, 13, 282.
• Mercer. (2008, March 17). KiwiSaver participation grows despite uncertainty [Press release]. Scoop Independent News. Retrieved from Newztext Plus database.
• Daley, J. (2008, August 29). Pension industry rows with Government. The Independent (UK). Retrieved from http://www.independent.co.uk/news/business/news/pension-industry-rows-with-government-912409.html
• Parker, T. (2008, September 2). Estate claims force repairs to KiwiSaver Funds Focus. New Zealand Herald. Retrieved from Newztext Plus database.
• Gaynor, B. (2008, September 6). The lost years for NZ superannuation. New Zealand Herald. Retrieved from Newztext Plus database.

See also

• Retirement Policy and Research Centre, University of Auckland - commentary, submissions and presentations are available within The Business School's Publication database.
• PensionReforms publication abstracts including Editors' Picks and Top 10 most viewed

Databases for journal articles  

Academic writing and media commentary on pensions / retirement issues can be are found in a variety of library databases:

New Zealand

• Index New Zealand (INNZ) indexes New Zealand content journals from popular through to "academic"
• Newztext Plus New Zealand focused  articles from newspapers and magazines. Search also Factiva as some Herald articles are not in the Newztext database
• AGIS Plus Text Australian and New Zealand coverage
• APA-FT  articles on Australian political and economic affairs as well as articles, conference papers and book chapters on the New Zealand situation

International

Most frequently used:

• EconLit
• ABI/Inform and Academic Research Library. Search separately or combined via Proquest
• Business Source Premier, and Academic Search Premier. Search separately or combined via EBSCOhost
• Science Direct | Help sheet  Full text including graphics and tables. It has a good collection of economics journals including the Journal of public economics
• Expanded Academic

Also useful:

• International Bibliography of the Social Sciences
• International political science abstracts
• PAIS A bibliographic index with abstracts covering the full range of political, social, and public policy issues, with emphasis on those that are or might become the subjects of legislation
• Highwire Press -Stanford University
• Sage full text collections
• CSA Illumina Presents economic issues from a sociological perspective. Interesting to look at for topics such as pensions
• JSTOR 
• Scopus
• Web of Science  I  Help sheet  Used mainly to find who has cited a particular article but it can also be used to search for articles. Records mostly include the title of the article, author, journal source, plus an abstract and a list of cited references. There are some links to full text articles.
• See also Pension surveys from Pendragon. Surveys, research and reports are arranged chronologically and by subject and country.

New Zealand government  

• Treasury - securing your future

• KiwiSaver IRD ; Treasury

• Government Superannuation Fund Authority  
• Ministry of Economic Development
  • The Insurance and Superannuation Unit was disestablished, April 2011. All KiwiSaver and Superannuation functions were transferred to the Financial Markets Authority.
  • Kiwisaver report of the Government Actuary for the year ended 30 June 2010 and the Report of the Government Acturay for the year ended 30 June 2010.
• Ministry of Social Development
  • Older People's Policy Team
  • Preston, David  The compulsory retirement savings scheme referendum of 1997 [MSD online publication]
• New Zealand Superannuation Fund History, annual report, research reports, performance 
  • Parker, T.  (2008, March 13)  Super fund's investment chief axed after $860m income drop New Zealand Herald website
• Retirement Commission includes research projects and research reports 
  • 1992 Task Force on Private Provision for Retirement (Todd Taskforce)
    • The Issues - interim report, October 1991 and Voyager record
    • The Options - July 1992 and Voyager record
    • The Way Forward - final report, December 1992 (0.4 MB) and Voyager record
  • 1997 Periodic Report Group
    • A Review of the Current Framework, July 1997 (0.6 MB) and  Voyager record
    • Retirement Income Report 1997 - Building Stability, December 1997 (0.6 MB)
  • 2003 Periodic Report Group
    • Retirement Income Report 2003 and Voyager record
    • Background reports
  • 2007 Review
    • 2007 Review of Retirement Income Policy - associated materials - released and tabled in the House of Representatives on 17 December 2007
  • Research Library
    • St John S. (2006). The Policy Implications of Decumulation in Retirement in New Zealand A background paper setting out the issues prepared for the Retirement Commission July 2006.
• State Services Commission - Superannuation in the State sector  and  State Sector Retirement Savings Schemes
• Treasury
  • Research and Policy publications
  • Information releases on Saving
  • Subject access to Retirement and Savings  publications
  • Treasury's Reviews of the Government Superannuation Fund Authority
  • Treasury : New Zealand Superannuation Fund
  • Treasury's Review of the Guardians of New Zealand Superannuation
  • KiwiSaver
  • New Zealand. (1987). Government economic statement, 17 December 1987. Wellington, N.Z. : Government Printer. Fulltext online
  • Consultative document on superannuation and life insurance. Volume 1. (1988). Wellington, N.Z. : Govt. Printer. Fulltext online
  • New Zealand. Consultative Committee on Superannuation, Life Insurance and Related Areas. (1988).  Tax treatment of superannuation : report of the Consultative Committee. [Wellington, N.Z.] : Treasury. Fulltext online
  • New Zealand. Working Party on the Taxation of Life Insurance and Superannuation Fund Savings. (1997). Taxation of life insurance and superannuation fund savings : a report to the Treasurer and the Minister of Finance and Minster of Revenue from the Working Party on the Taxation of Life Insurance and Superannuation Fund Savings. [Wellington, N.Z.? : The Working Party] 
  • The tax credit system : taxing superannuation fund and life office savings through tax credits : a Government discussion document (1997) / Winston Peters, Deputy Prime Minister and Treasurer, Bill Birch, Minister of Finance and Minister of Revenue. Wellington, N.Z. : Policy Advice Division, Inland Revenue Dept., 1997. Fulltext online
  • You and your retirement savings : the proposed compulsory Retirement Savings Scheme. (1997). Wellington, NZ : The Treasury. [White paper]
    • See also online materials at the NZ Government Executive Superannuation Archive
  • Tax Review 2001. The issues paper and the final report. See also Tax review 2001 : issues paper. [Voyager record] ; Tax review 2001: final report. [Voyager record]
  • The Periodic Report Group established under the Retirement Income Act 1993 every six years. Reports to Government on New Zealand's retirement income policies.
  • See also: Treasury working papers

Savings Product Working Group

• Savings working group appointed 13 May 2004 - terms of reference
• IRD Policy Advice Division
• A future for work-based savings in New Zealand : Final report of the Savings Product Working Group. 31 August 2004. (The Harris report)
• Public submissions invited of the Savings Product Working Group 15 September 2004
• Comments:  Gareth Morgan 22 September 2004; EMA 12 October 2004
• Submissions ASFONZ, BusinessNZ

Towards consensus on the taxation of investment income

• Stobo, C. (2004). Towards Consensus on the Taxation of Investment Income : Report to the Minister of Finance and Revenue.  
• IRD Policy Advice Division Media release 
• Presentation by Craig Stobo (NZ Society of Actuaries website)
• Submissions NZ Society of Actuaries,  Women in Super 

Statutes and legal resources

• See New Zealand legal resources for business students 

NZ Parliamentary debates - Hansard

• Hansard database - from 1987 
• See also Parliamentary debates website - from 2003
• Also in print NZ and Pacific Collection, Level G, General Library, shelved at NZP 328.95 N53. 
  • Includes the debate in the House and the daily written and oral questions
  • Hansard is a record of all speeches made in Parliament, and is an invaluable source for discussion on legislation. Particularly informative are the debates associated with the second reading of a Bill  (for example NZ Superannuation and Retirement Income Amendment Bill) where the viewpoints of all parties are aired and the debate can be substantial. There are sessional indexes to the print Hansard

Research centres / Organisations 

New Zealand

• Retirement Policy and Research Centre University of Auckland - publications are available within The Business School's Publication database
• Association of Superannuation Funds of New Zealand Incorporated (ASFONZ) 'undertakes extensive analysis of legislative and regulatory change, to assist the development of appropriate and effective Government policy on superannuation'. Good links to New Zealand sites including master trust providers and scheme administrators
• Investment Savings and Insurance Association - A Brief History of Public Pension Policies, 18 June 1998
• Mercer
  • Securing Retirement Incomes: Time to act - this report "explores New Zealand’s existing retirement income system and implications of our ageing population, including associated risks, challenges, and opportunities for individuals, the government, and the private sector". July 2009
• New Zealand Business Round Table
  • Social policy section includes reports, submissions, speeches, articles on superannuation
• New Zealand Institute
  • Use the Search function to look for comment on 'Kiwisaver' or 'Savings'
• NZiRA: New Zealand Institute of Research for Ageing Victoria University of Wellington
• Women in Super  national network of women associated with the NZ superannuation industry

International

OECD - materials available:
• OECD iLibrary fulltext OECD materials through this library subscription database. Enter Pensions in the Search For box to find book chapters, complete reports, surveys etc on this topic.
  • Pensions at a Glance biennial report on pension systems across OECD countries, from 2005.
  • Pensions at a Glance 2011: Retirement-income systems in OECD and G20 countries
  • OECD economic surveys. New Zealand Chapter 2 of the 2007 edition focuses on Public pensions and retirement savings
  • Private Pensions: OECD Classification and Glossary 2005
• OECD website
  • Closing the Pensions Gap: The Role of Private Pensions Sep 2007 OECD Policy Brief
  • OECD Private Pensions 'reviews private pension systems in member countries, analyses policy and technical issues, formulates policy recommendations and promotes policy dialogue with non-OECD countries'. Includes statistics, publications and documents, and information by country
  • Pension Markets in Focus 
• Voyager / Library catalogue
  • Duskin, E. (Ed.). (1992). Private pensions and public policy. Paris : Organisation for Economic Co-operation and Development.
• International Labour Office
  • NATLEX database of national labour, social security and related human rights legislation. See Old-age, invalidity and survivors benefit data by country
• International Monetary Fund
  • Ageing and pension system reform: implications for financial markets and economic policies A report prepared at the request of the Deputies of the Group of Ten. September 2005
• World Bank
  • Pensions with links to NGOs and government agencies responsible for pensions
  • Holzman, R. (2005). Old-age income support in the 21st century : an international perspective on pension systems and reform. Washington, DC : World Bank
  • Robalino, D. (2005). Pensions in the Middle East and North Africa [electronic resource] : time for change . Washington, D.C. : World Bank
  • Andrews, E. (2006). Pension reform and the development of pension systems [electronic resource] : a evaluation of World Bank assistance Washington, DC : World Bank
  • Holzmann, R., Palmer, E. E., & World Bank. (2006). Pension reform : issues and prospects for non-financial defined contribution (NDC) schemes. Washington, DC: World Bank.
• Australia
  • Centre for Pensions and Superannuation Faculty of Commerce and Economics, University of New South Wales.  Full text of working and conference papers from 2001
  • Association of Superannuation funds of Australia reports
  • Superannuation : Government of Australia 
  • Australian Taxation Office : Superannuation
  • Choice of superfund
• Canada
  • Rotman International Centre for Pension Management University of Toronto includes workshop / colloquia papers and presentations
• Chile
  • International Center for Pensions Reform international in coverage with a focus on Chile
  • International Federation of Pension Fund Administrators
• Europe
  • European Federation for Retirement Provision with links to relevant agencies within the EU
  • Germany - Mannheim Research Institute for the Economics of the Aging
  • Italy - Centre for Research on Pensions and Welfare Policies is associated with the University of Turin. Working papers full text from 1999 
• Japan
  • Project on Intergenerational Equity Institute of Economic Research, Hitotsubashi University includes Discussion papers
• United Kingdom
  • Pensions Institute Cass Business School, City University, London. Full text of discussion papers from 1996 and special reports
  • Department for Work and Pensions - Pensions Reform web materials
  • Pension Policy Institute 'provides non-political, independent comment and analysis on pension policy in the UK .' Includes full text of published research
  • Institute for Fiscal Studies includes Pensions and Retirement with full text of reports and working papers. UK based and focused. Presentation by Alison O'Connell on pension reform in the UK
• United States
  • Boettner Center for Pensions and Retirement Research Wharton School, University of Pennsylvania,. Focuses on research on global aging, successful retirement, and retirement income security  and Pension Research Council an 'independently managed site at the Wharton School of the University of Pennsylvania'. A strength of the site are the working papers
  • Center for Retirement Research Boston College. Full text working papers from 1999. Information about datasets, a good list of links particularly for the USA
  • University of Michigan Retirement Research Center full text working papers from 2000 . It also includes links to data resources and Health and Retirement Study University of Michigan. A 'Longitudinal Study of Health, Retirement, and Aging'. Sponsored by the National Institute on Aging', every two years surveys around 22,000 over 50s in the USA
  • Global Action on Aging Pension watch monitors efforts to reduce pension income and “reforms” that reduce services and income for older persons. It tracks policy changes and the debates about “dependence,” “entitlements,” “generational equity,” and many other issues'. World wide coverage
  • NBER Retirement Research Center 
  • Retirement Security Project 'supported by The Pew Charitable Trusts, in partnership with Georgetown University's Public Policy Institute and the Brookings Institution.' Includes full text of publications and presentations

New Zealand

• Statistics New Zealand 
  • New Zealand. Statistics New Zealand. (2004). Older New Zealanders - 65 and beyond. Wellington, N.Z.: Statistics New Zealand.
  • Additional reports and articles on Older people
  • Survey of Family, Income and Employment
• NZSTATS: New Zealand Statistics Resources complied by BEIS, University of Auckland Library
  • See Benefits and Savings