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Showing 21 - 30 of 243 results for "Retirement Planning"

Link to offer Allianz Retire+ solution to super funds

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... retirement platform aims to provide super funds and their members with a total picture of wealth supporting the retirement planning, income, and advice experience. Link Group chief executive retirement and superannuation solutions Dee McGrath said the ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... primarily focused on accumulation rather than retirement. However, with an ageing population and shift towards retirement planning, spurred by the introduction of the Retirement Income Covenant, funds are in prime position to engage with members. "Superannuation ...

Vanguard to close UK financial advice arm

CASSANDRA BALDINI  |  FRIDAY, 3 MAR 2023
... adaptable, forms of financial planning from Vanguard. We have therefore taken the difficult decision to close the retirement planning service. "We are committed to the development of further financial guidance and advice services, to give investors the ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... are adding value in areas such as budgeting and cashflow management, debt, superannuation, tax, Centrelink, retirement planning, estate planning and aged care, Desktop Broker found. Additionally, advisers are increasing the provision of financial education ...

Allianz Retire+ launches new retirement income solution

CASSANDRA BALDINI  |  MONDAY, 20 FEB 2023
Allianz Retire+ has launched its new retirement income product, designed to enhance the provision of retirement planning for advisers. Allianz Guaranteed Income for Life (AGILE), available in early March, is a next-generation retirement solution delivering ...

Australians are unprepared for retirement: Fidelity

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... Fidelity International report found that many Australians are ill-prepared for retirement, lacking control in the retirement planning process. Fidelity's New Life Old Life report showed that a third of older Australians who planned their retirement did ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
Pre-retirees are increasingly interested in receiving financial advice, according to a retirement planning study by Fidelity International. Fidelity's New Life Old Life report shows that 80% of pre-retirees currently receive advice, have received ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... downsizer contributions to super tax-free can boost retirement savings significantly. However, as part of retirement planning, clients who are receiving an Age Pension, or expecting to down the track, should be made aware of how means testing may be ...

Retirement no longer back of mind: Equip

ANDREW MCKEAN  |  FRIDAY, 25 NOV 2022
... future and taking action to boost their superannuation early on in their working life. It's easy to dismiss retirement planning as something to consider after other major life milestones, but the reality is retirement planning should begin early in your ...

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... Optimum Pensions' ' Planning for retirement with confidence ' report noted that when it comes to retirement planning there's no crystal ball to determine how long savings will need to last. However, 'the degree of confidence' ...