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Summer awarded hallmark of clarity for Product Disclosure Statement


We are delighted that the Summer KiwiSaver scheme's Product Disclosure Statement (PDS) has again been awarded the WriteMark Plain Language Standard.

In a field known for its complexity, Summer’s goal is to help people on their investment journey. Being awarded the WriteMark on the PDS is a reflection of our commitment to helping investors make informed decisions.

Since the scheme launched in 2016, the Summer PDS has achieved the WriteMark each time it has been updated.

The WriteMark is a quality mark awarded to documents that achieve a high standard of plain language. A document that carries the WriteMark:

  • has been checked against the rigorous WriteMark criteria
  • is focused on the needs of the intended audience
  • is easy to read, understand, and act on

Accessible information is a cornerstone for making wise decisions about investment and at Summer we are committed to ensuring that the PDS remains transparent and accessible. It clearly explains how the Summer KiwiSaver scheme works, its risks, and investors’ rights.

"To retain the WriteMark, a document needs to be reassessed each time it changes," says Lynda Harris, Founder and Chief Executive of Write Limited. "The Summer PDS continues to deliver to a high standard for ease of reading and understanding."

"The statement is a living document, and as it changes we will continue to keep it up to the WriteMark standard," says Trish Oakley, Head of Summer. 

In addition to the Summer PDS the Transferring Australian Superannuation to the Summer KiwiSaver scheme booklet was a finalist for the Best Plain English Document — Private Sector in the 2021 Plain English Awards. And the recently published Introduction to Investing for New Zealanders has also achieved the WriteMark Plain Language Standard.

Read the Summer KiwiSaver scheme's current Product Disclosure Statement on the Summer website. If you interested in joining, read more about Summer.


The Summer KiwiSaver scheme is managed by Forsyth Barr Investment Management Limited. You can obtain the Scheme’s product disclosure statement and further information about the Scheme at, from one of our offices, or by calling us on 0800 11 55 66. Forsyth Barr Investment Management Ltd is a licenced manager of registered schemes and part of the Forsyth Barr group of companies. For information about Forsyth Barr's financial advice services visit Choosing a Forsyth Barr Financial Advice Service on the Forsyth Barr website.

Summer awarded hallmark of clarity for  Product Disclosure Statement