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Showing 41 - 50 of 797 results for "Pensions"

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... entitlement to proportional indexation of the increase, Chow noted. Finally, for those clients with transition to retirement pensions that don't count towards the TBC until a condition of release is met, Chow said it's important to review their ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... incomes by up to 25%. "Relying on personal financial advice to deliver better retirement incomes than solely account-based pensions drawn at the minimum is unnecessary and unrealistic. Good-quality advice would steer most retirees towards annuitising ...

One in five pension funds face liquidity risks

KARREN VERGARA  |  WEDNESDAY, 15 JAN 2025
... pension fund executives questioned, 80% said the risk of unfunded commitment pose a "significant or slight risk to the DB pensions industry over the next three years". One quarter of executives believe unfunded commitments beyond the control of pension ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... chain to ultimately provide efficient, personalised services to members, new research from the CFA Institute found. The Pensions in the Age of Artificial Intelligence report canvassed investments and technology experts from the UK, Australia, and Japan ...

FX expert jumps from Insight to HSBC

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... after the Christmas break. "I'm pleased to announce I will be working with the 3 times in a row winner of European Pensions Currency Manager of the Year - HSBC in January," he told his LinkedIn community. The multi-asset, fixed-income, currency ...

Insignia completes MLC, NAB separation

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... execution of a major exit of a superannuation business from a bank, the first being Insignia Financial's separation of the Pensions and Investments business from ANZ in 2022." He added that Insignia can now simplify its Master Trust capabilities and ...

Bravura flags growth plans with leadership appointments

MATTHEW WAI  |  TUESDAY, 26 NOV 2024
Bravura Solutions has named two senior appointments to deliver growth opportunities across the global pensions, superannuation, wealth, and transfer agency markets. Aaron Knowles has been appointed the global head of product management and marketing. ...

UK to follow Australia's lead in creating megafunds

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2024
... needed to invest meaningfully in certain opportunities, including infrastructure. The government has been undertaking the Pensions Investment Review and, publishing the interim report, delivered modelling that shows pension funds begin to return much ...

New PGIM chief executive named

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... contributions and commitment to culture have also led to PGIM being recognised as a Best Place to Work in Money Management by Pensions & Investments for several years. We are grateful to David for his 13 years of service to PGIM. He leaves an indelible ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... financial adviser to access advice from Viridian Advisory. This is in the form of personal investments, debt, super, pensions, and retirement planning advice, as well as guidance on Centrelink. Pricing starts at $500, while any combination of blocks ...