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Showing 181 - 190 of 366 results for "Annuity"

SMSFs and infrastructure a good investment

DARREN SNYDER  |  MONDAY, 2 NOV 2015
... terms deposits. Indeed, the income from this asset class could be used to fund income streams in retirement - a type of annuity," Slattery said. The ability to invest in infrastructure would require SMSF trustees to acquire a new investment skill and ...

Aged care concerns top Challenger advice list

DARREN SNYDER  |  FRIDAY, 30 OCT 2015
... because the home is excluded among other advantages. Challenger's CarePlus aims to combine the benefits of a lifetime annuity and providing regular income for aged care costs with life risk insurance providing estate planning certainty. The firm's recent ...

Challenger annuity sales grow 12 per cent

DARREN SNYDER  |  FRIDAY, 16 OCT 2015
Challenger Life has recorded a 12% increase in annuity sales during the first quarter of the 2016 financial year when compared to the same period last year. Annuity sales in the three months to 30 September 2015 totaled $884 million, with retail sales ...

UK moves away from annuities: research

DARREN SNYDER  |  TUESDAY, 22 SEP 2015
... Hulbert said. Hulbert said although pension freedoms have resulted in a "seismic movement from the sole selection of an annuity to drawdown", for many clients "a blending of solutions may often be more appropriate for those in retirement." He said drawdown ...

MyPension product to solve retirement income hurdle

LAURA MILLAN  |  THURSDAY, 3 SEP 2015
... the longevity solution space yet." This means that encouraging retirees to put all of their retirement savings into an annuity product "is not the ideal answer. Between 20% and 40% should be accessible as a capital sum during retirement. You might need ...

Investing is like a game of tennis

DARREN SNYDER  |  THURSDAY, 3 SEP 2015
... retirement." Lifecycle funds then moved to hybrid target date funds whereby one part of the assets is allocated to a deferred annuity from the outset of saving. Rajan said those kind of funds are still in their infancy but are generating a lot of interest. ...

Challenger's $300m profit and new product

DARREN SNYDER  |  TUESDAY, 18 AUG 2015
... proposition and the new product - CarePlus - will fill a significant gap. CarePlus will combine the benefits of a lifetime annuity, providing regular income for aged care costs, with life risk insurance providing estate planning certainty. Benari said ...

Challenger annuities join CFS platforms

DARREN SNYDER  |  MONDAY, 10 AUG 2015
... recent modeling by Ernst & Young and Colonial First State showed that combinations of an allocated pension and a lifetime annuity in a retirement portfolio can potentially provide superior outcomes to an allocated pension alone. "Including annuities ...

Retiring 'comfortably may require 3 income building blocks: Legg Mason

PROMOTED BY LEGG MASON  |  TUESDAY, 21 JUL 2015
... that may mean blending equity, real and fixed income. That's because when you consider the five-year rate on a typical annuity or term deposit of about 3.15%, a retiree couple fully invested in such products will need at least $1.851 million to live ...

Annuities to become more competitive

DARREN SNYDER  |  WEDNESDAY, 15 JUL 2015
... and the focus to deliver annuities in your strategy," Lytas said. "Right now if we were to launch a deferred lifetime annuity - the assets during that deferral stage - will be taxed at 15%. So straight away there is a tax strain and you're not optimising ...