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Showing 21 - 30 of 1093 results for "retirees"

New global retirement unit at T. Rowe Price

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
... Michael will leverage his proven track record as a visible industry leader and a champion for the needs of workers and retirees in this new way."

Caddick SMSF clients should recoup all funds: Lawyer

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... similar position. They effectively have lost their life savings and have to start again. Many of these investors were retirees or were approaching retirement. So, the timing of losing their super through their SMSF was regrettable," he said. ASIC and ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... regarding downsizer contributions, Ashendon suggested that this may be attributed to the escalated cost of living, prompting retirees to seek ways to boost their savings of increase cash flow. Another potential reason is this strategy has become accessible ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... research shows that more and more Australians will be retiring with increasing levels of household debt, leaving more retirees exposed to interest rate fluctuations, and presenting an evolving challenge in financial planning for retirement." However ...

Retirement phase of superannuation consultation opens

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... option. This could be revising minimum rates to "achieve a smoother drawdown profile over retirement to better reflects retirees' expenditure needs, or providing clarification that they are not intended to be guidance on optimal drawdown rates." In terms ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... Pension, compulsory superannuation, and voluntary savings. They explained this will better promote additional income sources retirees can draw on, such as salaries and wages from part-time work or accessing income from equity in the family home or other ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... clients," Aboud said. "We are committed to continually refining and updating our solutions to meet the demands of Australian retirees." Allianz Retire+ said the enhancements follow industry feedback, from both advisers and super funds, since it launched ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
... attractive," he said. Recently released figures from the Australian Bureau of Statistics (ABS) shows there were 4.1 million retirees in 2020-21 comprising about 16% of the total population. At the time, some 670,000 planned to retire over the next five ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
HUB24's new Discover offering is aimed at early-stage wealth accumulators and later-stage retirees, providing cost-effective access to a streamlined selection of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... strategies for client focused outcomes and have a deep understanding of the retirement landscape and the challenges facing retirees. This thinking is critical for Allianz Retire+ as we continue to grow following the launch of AGILE this year. "With a ...