Search Results | Showing 71 - 80 of 158 results for "Transition to retirement" |
| | | ... is also likely behind advice being the second strategic priority of chief executives - as more people transition to retirement they are more likely to need advice. Super funds also fear the risk of not keeping pace with the technological revolution ... |
| | | | ... pension product which has been renamed RetireChoice. Both account-based pensions are available as part of a transition to retirement strategy and to fully retired members. Although RetireSmart has been designed as a pre-packaged strategy, Australian ... |
| | | | ... Mason, Martin Currie Australia has had to face the fact that "when it comes to asset allocation, the transition to retirement has changed quite sharply." Baylis explains that "the challenge for retirees today is coming to grips with a post-QE world where ... |
| | | | ... and Insync. MTAA Super currently holds $8.5 billion in funds under management and recently launched a transition to retirement investment option, targeted at TTR investors looking to retain exposure to growth assets. |
| | | | MTAA Super has launched an investment option targeted at investors who are close to or transitioning to retirement, but want to retain some exposure to growth assets. The Income Focussed Option includes a 40% allocation to equities, 22.5% invested in ... |
| | | | ... payments have increased 59% since 2009, payments taken as lump sums have fallen by 22% and payments taken as transition to retirement pensions and regular income streams have almost doubled. "This shows a growing concern for longevity risk. While it ... |
| | | | ... also consider aligning the tax treatment of super in the accumulation and drawdown phases to make the transition to retirement less complicated. On the subject of equity, the report stated that superannuation tax concessions were "not well targeted" ... |
| | | | ... planning." The IPA proposed that advisers undertake a course on taxation law that includes contents on transition to retirement, taxation treatment of superannuation funds, tax treatment of employee termination payments, tax treatment of derivative products ... |
| | | | AustralianSuper has told members it will soon start charging for over-the-phone advice relating to transition to retirement strategies. In a letter to members, the $75 billion fund said that from 1 November this year, "a fee of $295 may be charged ... |
| | | | ... MetLife's new suite of retirement products, MetLife Max. The new offering, which offers accumulation, transition to retirement (TTR) and lifetime annuity products, was unveiled yesterday. LGS chief executive Peter Lambert said the agreement with MetLife ... |
|
