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Showing 11 - 20 of 61 results for "Retirement Strategy"

WTW retirement solutions lead steps down

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... nearly 28 years. Nick Callil was the head of retirement solutions for Australia, leading WTW's research in retirement strategy. He also consulted to superannuation funds and financial institutions on retirement and related matters. His expertise ...

Australian Retirement Trust restructures leadership team

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... officer Kathy Vincent. Vincent was only recently recruited as chief of retirement, responsible for ART's retirement strategy, including product, service model, and advice. Additionally, Rod Greenaway, chief technology officer, will now report into ...

Reconsider the home as a retirement income pillar: Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... longer than that of previous generations. The paper's author, Deloitte partner and Actuaries Institute retirement strategy group chair Andrew Boal said the property price boom has resulted in many retirees who own their own home being trapped in ...

New global retirement unit at T. Rowe Price

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
... and services, as well as participate in shaping public policy, the $2 trillion fund manager said. The Global Retirement Strategy Team will be led by Michael Davis, currently head of defined contribution specialists in the Americas institutional business. ...

Australian Retirement Trust names chief of retirement

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
... superannuation fund in December. Kathy Vincent takes the newly created post to focus on implementing ART's retirement strategy, and lead all aspects of the fund's retirement offering, including product, service model and advice. Vincent spent ...

Work, retirement redefined: Vanguard study

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... the study who did not self-identify as retired) have never engaged a financial adviser to help map out their retirement strategy. Of the Australians who have never sought professional advice, 75% report not being confident in being able to fund their ...

Retirement officer roles critical in super funds

CHLOE WALKER  |  THURSDAY, 23 MAR 2023
... coming in. He said: "Ultimately, it's a team effort... but having someone who is solely focused on the retirement strategy and isn't caught up in the day-to-day business is going to be important as we all overlay and outlay our retirement strategies." ...

Australian Retirement Trust reshapes executive team

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2023
... The key change sees the creation of a chief of retirement role to focus on the execution of the fund's retirement strategy and provide strategic leadership and guidance on all facets of the retirement offer, including product, investments, service ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... shift into the retirement phase. Funds will need to encourage members to choose their existing fund's retirement strategy and expect to see innovation in this area as trustees develop strategies for different retiree groups. Super funds are facing ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... balances. So, members willingly share the information with the advisers to help the fund design an optimal retirement strategy. Miller says this is entirely achievable with a membership base of around 85,000 members. He argues that it is much harder ...