ClearView's divestment of its wealth management business
ClearView has publicly announced its intention to exit from the wealth management business and focus on life insurance.
The ClearView Retirement Plan (CRP), which includes WealthFoundations and WealthSolutions, will be wound up by the end of the 2025 financial year. There is a planned transfer of members and their benefits to the HUB24 Super Fund to occur in March 2025. Members and advisers will be updated in the coming months.
WealthSolutions members have transferred to the HUB24 Super Fund
WealthSolutions members received a Significant Event Notice in September 2024 outlining this change. If you are a member and require more information, please contact HUB24 on 1300 854 994 or email [email protected].
WealthFoundations Super and Pension product closed
WealthFoundations has closed to new members and new accounts from 15 December 2024. Existing member benefits will continue to be actively managed up to the transfer to the HUB24 Super Fund. Information about the transfer of WealthFoundations Super and Pension to HUB24 Super is available at clearview.com.au/WealthFoundationsTransfer.
KiwiSaver transfers no longer accepted
KiwiSaver transfers will no longer be accepted in WealthFoundations. We will communicate with members and advisers who have KiwiSaver components to help them understand the implications of this change prior to the transfer to the HUB24 Super Fund.
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