Search Results | Showing 31 - 40 of 1093 results for "retirees" |
| | | ... years to developing the expertise necessary for directly sourcing secure yield assets to deliver long-dated guarantees to retirees. "We look forward to bringing these capabilities to the strategic partnership with Challenger with the shared mission of ... |
| | | | ... funding vehicle for the Perth-based Sterling Group. From 2016, the Sterling Group offered a long-term residential lease to retirees and seniors called a Sterling New Life Lease (SNLL). They were told that the returns from their initial lump sum payment ... |
| | | | ... means members are making big decisions about their future without access to helpful information. And it can lead to many retirees having a lower standard of living than they otherwise could have," he said. "The lack of advice and information around retirement ... |
| | | | ... large intergenerational wealth transfer that will require advisers' attention. "A large part of my client base are retirees, so we are working with them to support them on thinking about how they pass their wealth on to that next generation, as well ... |
| | | | ... investment changes and lump sum withdrawals, or extra contributions made, and if a member is entitled to the Age Pension. Retirees can estimate if they are on track to achieve their lifestyle goals and see what impact different scenarios could have on ... |
| | | | ... contravening funds' obligation to provide the best possible outcomes for their members. Statistics show that nearly half of retirees only draw the government-mandated minimum income, leaving an average of 30% of their accumulated superannuation funds ... |
| | | | ... Pension assets test until age 84, or for a minimum of five years, at which time it changes to 30%. "We know that many retirees are living more frugally than they need to because they fear their savings won't last the distance or that their spending power ... |
| | | | ... as we come together with government and regulators to ensure we do more to provide Australia's growing number of retirees with the financial confidence to spend and enjoy their savings in retirement." Her appointment is part of AMP's recent restructure ... |
| | | | ... domestic product (GDP) in 2022-23 to about 218% by 2062-63, becoming the primary source of retirement income for many future retirees, the lack of a mandated income stream is an issue. Mercer senior partner, and lead author of the MCGPI, David Knox said ... |
| | | | ... time." Sauer said Source Wealth will provide goals-based advice for all clients, ranging from young professionals to retirees, across cash flow and goals projections, budgeting, debt management, investments, superannuation, insurance, asset protection ... |
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