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Showing 21 - 30 of 61 results for "Retirement Strategy"

Most retirees want pension support through super: Report

CASSANDRA BALDINI  |  TUESDAY, 16 AUG 2022
... Covenant (RIC) that came into effect last month extends trustee obligations to provide and execute a cohesive retirement strategy that better supports members through decumulation. Trustees must now have a strategy that focuses on improving financial ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

Deborah Ralston to advise Allianz Retire+

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... sector," Thornton said. "The panel will initially focus on upcoming policy reforms, specifically, advancing retirement strategy to meet the needs of Australians in retirement, and member retention. However, the charter is broad and all-encompassing ...

Volatility ahead for Magellan shareholders: Morgan Stanley

KANIKA SOOD  |  THURSDAY, 21 JAN 2021
... noted Magellan's narrow selection of strategies, recent underperformance, and the six-month plus delay in the retirement strategy. Morgan Stanley revised down its NPAT for Magellan by 7% for FY21 and 5% for FY22. Its price target for MFG shares was cut ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... the member." The fund has added topics on establishing an account-based pension, commencing a Transition to Retirement strategy and advice related to retirement income projections.

Actuaries Institute welcomes retirement income reforms

JAMIE WILLIAMSON  |  TUESDAY, 19 FEB 2019
... offer a retirement income strategy. Acknowledging the passage of legislative changes, Actuaries Institute Retirement Strategy Group convenor Andrew Boal said the institute welcomes plans to prioritise the development of a retirement income covenant ...

Rice Warner warns against culling value-based advice fees

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
... plans of any partner. "The reality is that most retirees need comprehensive financial advice to develop a retirement strategy and select an appropriate product."

Industry fund adds new talent

JAMIE WILLIAMSON  |  FRIDAY, 24 AUG 2018
... portfolio manager in Jacki Ellis. Joining from Mercer, Ellis has joined the investment team working on the fund's retirement strategy. "Jacki will be working with the wider investment team and our other stakeholders on further developing First State ...

CIPR framework timely but questions remain

KARREN VERGARA  |  THURSDAY, 28 JUN 2018
... the Superannuation Industry (Supervision) Act. Rice Warner added CIPRs should be a component of a default retirement strategy; trustees shouldn't have to offer a CIPR product if there is no compulsion for the member to take it up, it said. Additionally ...

UniSuper establishes on-campus footprint

HARRISON WORLEY  |  THURSDAY, 3 MAY 2018
... fund also said it employs 55 financial advisers across the nation to provide superannuation, insurance and retirement strategy advice. "In our experience, UniSuper members are showing a clear preference for face-to-face advice. This is the case for both ...