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Showing 1 - 10 of 50 results for "Decumulation"

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... ensure that our products and services continue to meet the needs of advisers and clients for both accumulation and decumulation." Fairweather added that his "stellar track record of large-scale product management and has successfully led cross-functional ...

State Super: In decline but doing fine

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
... Livanas said. "Some of the smaller funds are actually suffering negative cash flows, much like we are." Navigating decumulation Livanas questioned the way investment performance is measured across the industry, pointing to the use of a time-weighted ...

Apex on local hiring spree

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... fund from an accounting perspective, compared to private assets style fund administration," he said. Aside from the decumulation phase of the superannuation system, a key theme is the operating model - the right sort of architecture that is used to service ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... making the distinction between risk tolerance and risk capacity when determining risk factors for their clients in decumulation phase. "Many risk assessment processes conflate risk tolerance (psychological attitude to risk) with risk capacity, despite ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... member engagement and promote financial wellness. AI can also assist trustees and advisers in navigating the crucial decumulation phase for plan members," he said.

SMSFs surpass $1tn milestone

MATTHEW WAI  |  WEDNESDAY, 27 NOV 2024
... for those individuals who want to take direct control of their retirement savings, whether in the accumulation or decumulation phase of superannuation, they have proved a very effective vehicle," he added. "Over nearly four decades we have seen the emergence ...

Nest plans retirement income play

JAMIE WILLIAMSON  |  TUESDAY, 15 OCT 2024
... seamless as their savings journey with Nest," Nest head of retirement Mark Rowlands said. "We know our members want a decumulation product which provides some flexibility in the early years of retirement, but also provides sustainable lifelong income ...

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
... both comprehensive, professional financial advice and providers stepping in to guide people from accumulation into decumulation. "We believe technology forms the final piece of the puzzle, with innovation in systems, tools and products that offer flexibility ...

UK announces new Pension Schemes Bill

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2024
... will improve the retirement outcomes of savers." "Particularly welcome are the measures to require schemes to offer decumulation solutions, and the creation of DB Superfunds - both key recommendations of the PLSA. It's good to see a way forward for ...

Allianz Retire+ heavyweight jumps ship

ELIZABETH FRY  |  FRIDAY, 17 NOV 2023
... business-to-consumer business. Removing hurdles As for the retirement scene, Thornton said the industry now has a real focus on the decumulation part of the superannuation market. "We've got many chief retirement officers and similar roles, and that's ...
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