Clearly, it’s still Summer

Summer KiwiSaver helps you on your financial literacy journey. Image by John Dame / Unsplash licence

Forsyth Barr continues its plain language journey with the latest update to the product disclosure statement for Summer KiwiSaver. For the sixth year in a row, Summer KiwiSaver has kept its WriteMark status by continuing to commit to clear communication.

The WriteMark Plain Language Standard shows readers that a document is easy to read and act on.

Trish Oakley, Head of Summer, explains why they’ve consistently sought the WriteMark as a hallmark of clarity for their document.

‘We want to show our commitment to plain language so that our investors can easily understand KiwiSaver, and make well-informed decisions about their investments.’

Financial documents change, but they needn’t lose clarity

When a document changes, it needs a quick check-up to make sure it still reaches the high standard demanded by the WriteMark. This time around, the updates were needed to reflect changes to legislation, tax wording, and processes.

‘Summer’s product disclosure statement is a living document’, says Trish, ‘and as it changes, we’ll continue to seek the WriteMark tick. That way, we’re supporting our investors in their financial literacy — helping them to understand the language of money.’

Clarity inspires trust

Here at WriteMark we commend providers like Forsyth Barr.

Write and WriteMark CE Lynda Harris says,

‘Information about investment affects decisions that have a far-reaching impact. Forsyth Barr has committed to clarity in a field that is known for its complexity. Their members can be confident that Forsyth Barr really does ‘walk the talk’ when it comes to putting customers’ needs first.’

Read Summer’s product disclosure statement
Read our earlier story about Summer KiwiSaver
Read Summer’s article about their commitment to clarity on their website
Find out more about getting a WriteMark assessment

Anne-Marie Chisnall April 16th, 2021

Posted In: The WriteMark, WriteMark Holders

Tags: clear communication, financial documents, KiwiSaver