Search Results | Showing 21 - 30 of 204 results for %22RI Allocated Pension%22 |
| | | ... fund managers, resulting in about $1.4 million of savings each year. It also reviewed the way that investment fees are allocated between 15 investment options to better reflect the underlying costs of each option. However, some fees will increase for ... |
| | | | ... prospective clients instead of annual review services". StatePlus also had no limits in place to ensure advisers weren't allocated more clients than they could reasonably be expected to provide an annual review to. The conduct occurred when StatePlus ... |
| | | | ... changes, with the fund opting to close its Defensive option, impacting HESTA Retirement Income Stream and Term Allocated Pension members. All those invested in the option will be transferred to the Conservative option The Transition to Retirement Income ... |
| | | | ... platform products are either managed accounts of offer model portfolios. The fastest growing are Pursuit Focus Allocated Pension, BT Panorama Super, AMP Super Directions Personal, MLC MasterKey Business Super and HUB24 Invest. When it comes to managed ... |
| | | | ... two decades of considerable change in pension fund asset allocation. In 1999, just 6% of P7 pension fund assets were allocated to private markets and other alternatives, compared to 23% in 2019. This shift comes largely at the expense of equities and ... |
| | | | ... options entered into from February 1 - including AMP SignatureSuper, SignatureSuper Select and SignatureSuper Allocated Pension - will be removed, as will those currently applied to all term deposits. Finally, the Stronger Super fee that AMP implemented ... |
| | | | ... experience. At the same time, the $3.1 billion fund has introduced a new rule on how many Transition to Retirement Allocated Pension Accounts (TTR Pensions) can be opened in a single financial year. The rule, which First Super says aligns with its goal ... |
| | | | ... HESTA. The median return seen was 0.8%. Finally, the top five retirement products were NGS Income Stream, First Super Allocated Pensions, Equip Pensions, Club Plus Pension and Statewide Super Pension. The overall median return for retirement products ... |
| | | | ... month remains unchanged. Members of West State Super saw admin fees reduce from 0.06% p.a. to 0.04% p.a. RI Allocated Pension and Transition to Retirement Pension admin fees changed from fee from 0.20% p.a. to 0.12% p.a. |
| | | | ... endeavours." Separately, StatePlus is currently undertaking a remediation process for clients invested in its Allocated Pension Fund, Investment Funds - Class A, Fixed Term Pension Plan, Personal Retirement Plan and Term Allocated Pension Fund. Clients ... |
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