Member number: <Member Number> Hi [Member’s Name], We hope this email finds you well. We are pleased to confirm that the Financial Markets Authority (FMA) has given its consent to the automatic transfer of all members of the NZ Post Superannuation Plan to the NZ Post Super Plan (new Plan) in the Mercer Super Trust. Your membership in the new Plan will commence on 1 November 2024. Mercer, NZ Post and the Trustee together have some work to do between now and the end of November to complete the transfer. Managing your account during the transfer To enable the transfer, there will be a Limited Service Period (also referred to as LSP) from 2‌9 Octo‌ber 20‌24 to about 2‌5 Nove‌mber 20‌24. This means that until 2‌5 Nov‌ember 20‌24, the Mercer Super Trust team will not have access to all your account details and you will not be able to make any changes in your current online account at www.superplan.co.nz or be able to access your new account online at www.mercerfinancialservices.co.nz. You’re unlikely to be affected by the Limited Services Period, unless you leave employment, withdraw your benefits including buying your first home or request an investment switch. If you have sent a withdrawal request or are intending to send one during this Limited Service Period, Mercer’s team will only be able to process urgent requests. If you require a status update about your request, you can contact the team on 0508 637 237 and the Helpline team can assist with checking the status of a payment. The team are available Mond‌ay to Fr‌iday, between 9a‌m and 7p‌m (workdays only). From about 25 November 2024, it is business as usual and you will be able to change your contact details, investment options and tax rate via your new online account at www.mercerfinancialservices.co.nz or download various forms. Once the transfer is complete at the end of November, you’ll receive a welcome email from Mercer and as part of this Mercer’s team will let you know how to access your account online. Should you have questions about the transfer, you will find many of your questions addressed in the Transfer Pack sent to you by NZ Post in Aug‌ust. You can find a recording of the webinar and some additional questions answered on www.superplan.co.nz. Kind regards, Mercer Team

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