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Showing 21 - 30 of 64 results for "Retirement Strategy"

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 ...

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."