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Showing 61 - 70 of 3457 results for "pension"

Hostplus ups fees on socially responsible option

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2023
... had just $647 million in funds under management. This was made up of $541 million in accumulation phase, $100 million in pension phase, and $6 million in transition to retirement. The fund also noted that fees charged across other options are set to ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... situation. Under a "targeted support proposal" advisers could describe to consumers the different methods of accessing their pension when they access it for the first time. Using a limited number of questions, advisers identify a product designed for ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... consider a broader range of a member's personal and household circumstances, such as debt, spouse's income, or Age Pension eligibility. The new legislation aims to empower funds to better assist their members throughout their retirement journey ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... lobby governments around the world to give retail markets better accessible to private market managers. Opening the 401K pension plans in the US and the UK's defined contribution schemes are examples. In Australia, Haigh said private wealth advisers ...

Bravura Solutions executes restructure

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... close to 35 years in financial services, serving at a variety of firms including Fidelity, Fund Partners Limited, Brunel Pension Partnership, and Embark Pensions. In their new roles, both Dunn and Spencer will report to Bravura group chief executive ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
The Newcastle-based group has acquired RI Brighton and Wealth for Life Financial Planning as part of its strategy to become one of the leading financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will ...

Changing retirement landscape needs regulatory framework: Actuaries Institute

CASSANDRA BALDINI  |  MONDAY, 4 DEC 2023
... matters, explained that such a framework would include support regarding optimal retirement age, debt management, Age Pension entitlements, retirement income needs, and anticipated future living expenses. It elaborated that the framework would build ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
The majority of global pension and sovereign wealth funds have shifted their focus from inflation to managing a volatile macroeconomic environment as they attempt to recoup massive losses, a new study shows. The Official Monetary and Financial Institutions ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... Guaranteed Income for Life (AGILE) product it launched earlier this year. The first major update is the introduction of the Age Pension+ option, which enhances eligibility for the Age Pension through reduced treatment for the assets test, while limiting ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says. Optimum Pensions ...