Our Plan Guidance provides an outline of what we will look for when assessing your Plan.

This edition is similar to the Plan Guidance we released in December 2018, and reflects our continued focus on parity and improving learner outcomes.

We will publish Supplementary Plan Guidance in 2020 to reflect the changes ahead for many in the tertiary education sector, including those from a new Tertiary Education Strategy (TES) and the legislative changes supporting the Reform of Vocational Education (RoVE).

See the Plan Guidance (PDF, 1.5 Mb) 

The Plan Guidance is supported by our Investment Toolkit(this will be refreshed by March 2020). The toolkit contains a suite of products and templates to support the development of your Investment Plan. They can inform your discussions with your Relationship Manager or Advisor.

Reference documents:

• Supplementary Plan Guidance June 2019 (PDF, 867 Kb)
• Plan Guidance December 2018 (PDF, 1 Mb)
• Supplementary Plan Guidance for ITOs submitting Plans for 2018 up to 2020 (PDF, 407 Kb)
• Changing your plan

For information about each of our funds visit our current funds.

Note: The Plan Guidance editions for earlier years have been archived. If you need to access these, please email customerservice@tec.govt.nz.