Crown entity Commission for Financial Literacy and Retirement Income

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From this document you will learn the answers to the following questions:

  • How much did the International Travel Credit Card cost?

  • What type of community was awarded the Citi Journalism Awards for?

  • What is one of the things that the International Travel Credit Card Amount is worth?

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1 Crown entity Commission for Financial Literacy and Retirement Income 1/01/ /06/2012 International Travel Credit Card Amount (NZ$325.00) Purpose (eg, attending conference on...) Nature (eg, hotel costs, travel, etc) Location/s May-12 $ Residual cost after APEC and Citi funding for Accommodation in Madrid, Spain - OECD-INFE meetings and OECD conference Accommodation Madrid International Travel non-credit Card Amount (NZ$955.26) 13-Jan-12 $ High Commission of India - Visa for Goa conference Visa application Goa 4-Apr-12 $ Visa - Russian Embassy Visa 30-Apr-12 $19.76 Meetings in london taxi London 6-May-12 $65.70 OECD-INFE meetings and OECD conference Taxi Madrid 6, 7 and 8 May 12 $ OECD-INFE meetings and OECD conference Dinner, breakfast, taxi and incidentals Madrid 17-May-12 $41.98 Citi Journalism Awards for Excellent Community of Practice Mtg and Age Discrimination Sydney/airport train Sydney 18-May-12 $10.37 Citi Journalism Awards for Excellent Community of Practice Mtg and Age Discrimination Breakfast Sydney DomesticTravel Credit Card Amount (NZ$3,591.00) Purpose (eg, visiting district offices...) Nature (eg, hotel costs, travel, etc) Location/s 25-Jan-12 $ Return flight to Christchurch 8 February - meetings re CERA project Airfare Christchurch 25-Jan-12 $ Return flight to Auckland 9 February - Triangle TV interview and NZCPFE meeting Airfare Auckland 8-Feb-12 $18.00 Wellington airport car park - meetings in Christchurch Parking Wellington 8-Feb-12 $ Flight Rotorua to Auckland 22 February (flight change) Airfare Rotorua 8-Feb-12 $ Flight Auckland to Wellington 23 February (flight change) Airfare Auckland 9-Feb-12 $ Return flight Wellington to Hamilton 13 February - Speaking at ARRV meeting Airfare Hamilton 9-Feb-12 $ Flight Wellington-Gisborne 29 March - speaking at the Gisborne Chamber of Commerce Airfare Gisborne (reimbursed) 21-Feb-12 $10.00 Car parking Wellington Airport - meetings in Auckland Parking Wellington 21-Feb-12 $20.00 Car parking Wellington Airport - meetings in Rotorua and Auckland Feb Parking Wellington 9-Mar-12 $ FINSIA - Leadership series 'What does 2012 hold for us' Meeting Wellington 19-Mar-12 $ Return flight to Auckland 27 March - meetings Airfare Auckland 20-Mar-12 $69.00 Fee for change of flight from Auckland 27 March Flight change Auckland 23-May-12 $ Good morning programme and various meetings Air fares Auckland 11-Jun-12 $ Return flight Auckland to Wellington 11 June - NZCPFE meeting Flight Auckland 25-Jun-12 $ Return flight to Auckland 4 Jul - Good Morning programme appearance Flight Auckland

2 Domestic Travel non-credit Card Amount (NZ$791.60) 31-Jan-12 $42.90 Flight to Singapore for OECD conference Taxi to airport Wellington 13-Feb-12 $52.30 Speaking at ARRV Forum Taxi from airport Hamilton 22-Feb-12 $85.00 meet CEO of Ngati Whakaue Airport levy & taxis Rotorua 22-Feb-12 $59.00 NZCPFE Board Meeting, Auck Chamber of Commerce, Triangle TV interview Dinner in lieu of accommodation Auckland 23-Feb-12 $24.00 Chamber of Comm - Bill English, Triangle TV interview Taxi Auckland 27-Feb-12 $20.00 Trans Tasman Business breakfast Taxi Auckland 27-Feb-12 $16.00 Trans Tasman Business breakfast Airbus Express Auckland 8-Mar-12 $33.40 Meetings Taxi Wellington 27-Mar-12 $ Mtgs in Auckland: Investor Literacy, Presention to Actuaries, NZ Superfunds Taxis and lunch Auckland 27-Mar-12 $27.00 Airport parking for above mtgs Airport parking Wellington 27-Mar-12 $58.20 Mtgs in Auckland: Investor Literacy, Presention to Actuaries, NZ Superfunds Taxi Auckland 2-Apr-12 $30.00 NZCPFE Board Meeting airport Parking Wellington 18-May-12 $78.00 Citi Journalism Awards for Excellent Community of Practice Mtg and Age Discrimination Airport Parking Wellington 23-May-12 $ Appearing on Good Morning programme and various meetings Parking and taxis Wgtn/Auck 11-Jun-12 $41.00 Mtg with Westpac and various other mtgd Airbus Express, taxi and airport parking Auckland and Wellington Total travel for the 6-monthly period NZ$5, International conference airfares & accommodation funded by the conference host where the Retirement Commissioner was invited to attend and present Commissioner speaker at SEBI-OECD International Conference on Investor Education, with the theme "Investor edication: Towards a more inclusive and secure financial world" held in Goa, India 3rd and 4th February 2012: Participation as speaker at "Adapting delivery to the needs of various and culnerable audiences " and "Integrating investor education initiatives in the national financial education agenda" Funded by OECD Commissioner On judging panel for Citi Journalis Awards for Excellence, Sydney 5-6 April 12, award categories - The Economy, Financial Markets, General Business, Broadcast Media and Personal Finance. Funded by Citi Commissioner Keynote speaker at the launch of Citi-SMU Financial Literacy Programme for Young Adults, Singapore, followed by APEC Workshop on Financial Literacy, Moscow, Russia 5 Apr - 13 May 12 Funded by Citi and APEC Commissioner Awards dinner for Citi Journalist Awards for Excellence, Sydney May 12 Funded by Citi

3 Commissioner APEC Improving Efficiency on the National Strategies for Financial Literacy Conference, St Petersburg, June The Conference was organized as a part of the APEC Finance Ministers' Process (FMP) by the Ministry of Finance of the Russian Federation together with support of the Russia's World Bank Trust Fund and OECD. The agenda of the Conference focused on the implementation side of the National Financial Education Strategies and covered the following key topics: - Elements and Experiences in Developing National Financial Education Strategies; - Financial Education in Schools; - Overview of Measurement Tools and Methods; - Impact Evaluation of Financial Literacy Programs; - Effective Communication and Awareness Campaigns; - Integration of Financial Education Policies in the Global Financial Agenda Funded by APEC and Russian Federation

4 Chief executive, gifts and hospitality for the six months to 31 December 2011 Crown entity Retirement Commission 01/07/ /12/2011 Hospitality provided Credit Card Amount (NZ$) Purpose (eg, hosting delegation from...) Nature Location/s Hospitality provided non-credit Card Amount (NZ$) Total hospitality for the 6- monthly period Amount (NZ$475)

5 Crown entity Retirement Commission 01/07/ /12/2011 Other Credit Card Amount (NZ$295.00) Purpose (eg, farewell for longserving staff members) Location 21-Feb-12 $70.00 FINSIA - 'FMA nine months on' Meeting Wellington 6-Mar-12 $ Finsia - Leadership series Meeting Wellington 12-Mar-12 $60.00 Flowers for Online Manager on Wellington launch of new Sorted website 30-Apr-12 $50.00 Flowers for Education Manager leaving Wellington Other non-credit Card Amount (NZ$823.04) 23-Jan Feb Mar Apr May Jun-12 $ Cellphone $ Cellphone $ Cellphone $ Cellphone $ Cellphone $ Cellphone Total other for the 6-monthly period Amount NZ$

6

7 Crown entity Retirement Commission 01/07/ /12/2011 Gifts & Hospitality accepted (over $50 in estimated value) To include such items as meals, tickets to events, gifts from overseas counterparts, travel or accommodation (including that accepted by immediate family members). Gifts Description Offered by Estimated value (NZ$) Hospitality Description Offered by Estimated value (NZ$)

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