Search Results | Showing 1 - 10 of 57 results for "Decumulation" |
| | | ... includes the legislated objective of superannuation and a greater focus across the industry on retirement income and decumulation. Australia scored 80.6 on the index, up from 77.6 on the prior year. It rated highly in the areas of sustainability at 80.6 ... |
| | | | ... report in September stating that Australia has built a world-class accumulation system "but has yet to develop a decumulation system to match". Because of this, "the underlying problem holding back retiree lifestyles is the confidence-to-spend gap, not ... |
| | | | ... averaging and focusing on long-term average returns, can become less effective, and in some cases counterproductive, in decumulation. "Some popular metrics that work well in an accumulation context are ill suited to decumulation mode. Standard deviation ... |
| | | | ... retirement happiness. Challenger chief executive, customer Mandy Mannix said the findings reinforce that the shift to decumulation requires comprehensive support. "After decades of savings, we are asking retirees to do something that feels completely ... |
| | | | ... Street said. The research said these are not a niche trend but a structural force shaping demand across accumulation, decumulation, advice and investment design. "Financial services firms that embed these considerations - through tailored income solutions ... |
| | | | ... for an integrated advice journey specifically for lifetime retirement income products, with an initial focus on the decumulation phase. It will encompass factfinding, product selection, income stream calculations, strategy modelling, advice generation ... |
| | | | ... Insignia Financial chief executive Scott Hartley said until now the super industry has treated the accumulation and decumulation phases entirely separately, and "we don't think that accurately reflects how most people view retirement." "Gone are ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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