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Showing 41 - 50 of 54 results for "Decumulation"

AMP to launch zero tax equities income fund

JAMES FERNYHOUGH | THURSDAY, 12 SEP 2013

... hunters are still locked in by the 45-day franking credit rule. As the population ages, and the pool of money in the decumulation phase increases, funds such as this are likely to become more popular. Australia's high dividend-paying companies, coupled ...

Mercer gives taster of MySuper product

JAMES FERNYHOUGH | WEDNESDAY, 28 AUG 2013

... balances do not pay as high a percentage towards management fees. Mathers said this means those in or nearing the decumulation phase, on cheaper, more defensive investment schemes, will not subsidise younger members at the more expensive, active stage ...

Advisers warned: take sequencing risk seriously

JAMES FERNYHOUGH | WEDNESDAY, 31 JUL 2013

... must do better," Drew said. Drew said sequencing risk is typically thought of as a risk that only occurs during the decumulation phase, but this is wrong. "What I'm here to suggest strongly is that sequencing risk actually is alive and well through the ...

Super is working but needs to evolve: ASFA

ALEX DUNNIN, JAMES FERNYHOUGH | TUESDAY, 4 JUN 2013

... major transition as it shifts from being primarily focused on pre-retirement accumulation towards post-retirement decumulation. "This will shift the focus to managing longevity risk and funding aged care," said Ian Harper, the report's author. Pauline ...

CFSGAM inflation plus fund targets post-retirement market

MARK SMITH | WEDNESDAY, 20 FEB 2013

... securing sufficient funds for a comfortable retirement. We believe this investment solution fits nicely into the decumulation phase of a targeted benefit retirement system" Kocourek added.

40% of super funds gone by 2020:CoreData

BEN COLLINS | TUESDAY, 7 AUG 2012

... "The most transformational change confronting the industry between now and 2020 is the shift from accumulation to decumulation of the Baby Boomer generation," she said. "The battle for growth will be focused around post-retirement innovation and products ...

Low cost pensions to shake-up UK market

ALEX DUNNIN | TUESDAY, 22 MAY 2012

... costs. If these low cost UK pension schemes gain a foothold, their accumulation structure supplemented by annuity decumulation facilities could become a model for Australian MySuper funds wanting to integrate low cost retirement annuity features.

Growth in popularity of lifecycle strategies: PIMCO

CLAIRE MCGREAL | WEDNESDAY, 29 FEB 2012

... investments as they approach retirement by introducing a lifecycle approach as the default option for accumulation and decumulation investment strategies," said Wilson. "Lifecycle strategies focus on growth assets in the early years, when an individual's ...

European DC Pension market to hit A$3.7tr by 2015

ALEX DUNNIN | THURSDAY, 10 NOV 2011

... design and distribution. Central to the discussion of pension provision is plan design, both in the accumulation and decumulation stages. Fund managers have been working on improving the default fund for DC plans by introducing a multi-asset approach ...

Challenger taps CFSGAM head for retirement product

ALISON BEVEGE | MONDAY, 29 AUG 2011

... worked as head of Australian fixed interest at Macquarie, will be responsible for generating intellectual property in decumulation portfolio construction, investment strategy, retirement risk mitigation, new product solutions and policy support, Challenger ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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