Search Results | Showing 41 - 50 of 58 results for "Retirement Strategy" |
| | | Relying on a transition to retirement strategy is not enough, with a new approach to superannuation and changing income needs required to address a lack of understanding in super savings options, said an advice firm. According to Michael Hutton, wealth ... |
| | | | ... scale advice (CP 164) will offer examples of scalable advice in purchasing shares, adopting a transition to retirement strategy and superannuation pension products among others. CP 164 will also outline the difference between factual information, general ... |
| | | | ... insurance, superannuation, investments and retirement products. In the role, Greenhalgh will implement BT's retirement strategy and lead the retirement team. Formerly the general manager, product and marketing at Challenger, Greenhalgh developed Challenger's ... |
| | | | ... development of annuities and further innovation in related products in the Australian market. However, post-retirement strategy continue to be a hot topic, with trustees faced with the choice to launch direct forms of longevity protection, particularly ... |
| | | | ... while New Zealanders appear to be embracing the retirement structure, most could be far more active in their retirement strategy. Indeed, the survey found most respondents remain passive about their KiwiSaver investment strategy with 93 per cent remaining ... |
| | | | ... interactive web-based calculator has been released by Asset Super to help people considering a transition to retirement strategy in the lead up to full retirement. Asset Super is working with Rice Warner Actuaries to design a new Transition to Retirement ... |
| | | | ... for a self managed super fund business model. He also developed a modelling software tool for transition to retirement strategy scenarios that is utilised across the industry. |
| | | | ... seeking a low risk, income generating features of cash. "For those in retirement or eligible for a transition to retirement strategy, securing 8.4 per cent tax free income for 12 months is a pretty compelling proposition in the current environment," ... |
| | | | ... Statement of Advice. Provisio allows for the recommended scenario to be easily inserted into the SOA Transition to Retirement strategy section," said Ward. "All it takes is around 45 seconds to obtain detailed pension possibilities to adding the recommended ... |
| | | | ... and property had fallen 17 per cent to 39 per cent since 2006. Around 40 per cent of those who changed their retirement strategy said a financial planner made the process easier. As for those who haven't changed their strategy but intend to, more than ... |
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