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Showing 1 - 10 of 175 results for "Plan For Life"

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... could solve superannuation's need for better retirement income stream solutions, Rainmaker Information, supported by Plan for Life research, found the products are currently far too expensive to do so. The analysis found that a 25-year fixed term CPI-indexed ...

Netwealth records $78bn FUA, flags departure

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... should continue to reduce outflows which we believe were largely driven by adverse market conditions." According to Plan for Life data, Netwealth is the sixth-largest platform by FUA market share, as at September 2023.

Risk sector grows 4%: Research

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... billion in the year to June 2023 despite the number of risk advisers fleeing the industry. The latest data from Plan For Life shows that TAL continues to hold the lion's share of the group insurance and retail market. The group insurance sector saw a ...

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
... said it's poised to further expand its market share, which has already grown to 6.7% as of March 2023, as per a Plan for Life analysis of wrap, platform, and master trust. Netwealth chief executive and managing director Matt Heine said: "We are excited ...

Super funds prime distributor of death, TPD cover

CHLOE WALKER  |  TUESDAY, 15 AUG 2023
... why directly sold insurance has such a small market share," Rainmaker said. Nevertheless, Rainmaker analysis of Plan for Life data shows direct premiums have grown at a rapid 5.9% per annum through the past five years. Therefore, in Rainmaker's view ...

Platforms FUM falls $20bn: Report

CHLOE WALKER  |  WEDNESDAY, 12 JUL 2023
... total funds under management (FUM) held by platforms, wraps and master trusts dropped by $19.5 billion, according to Plan For Life. Specifically, platforms saw a 1.9% decline from over $1 trillion to $982.5 billion, and year on year inflows declined ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... advisers currently use BT's platforms, which currently comprise Panorama and Asgard eWRAP. By market share, Plan For Life puts BT at the top with 17.1% as at December 2022. Rady said he believes this is in part because of the unique value proposition ...

Farewell Michael Harrison

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2023
... Zurich's Australian life insurance business; it is now the third-largest life insurer in Australia, according to Plan for Life data. Most recently, Harrison served as chair of Synchron, a role he took up in 2011 and held until the group's acquisition ...

Investors flock to term deposits over equities

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
... to term deposits and away from equity funds, signalling a shift towards more conservative investment strategies. Plan for Life data revealed that Australian equities funds experienced a decline in net funds inflows, from $12.5 billion in the 12 months ...

NEOS named Life Company of the Year

CHLOE WALKER  |  FRIDAY, 17 MAR 2023
... the overall platinum AFA Life Company of the Year award and individual product awards, offered in conjunction with Plan for Life, other categories included the client service team awards with the Beddoes Institute. In the client service team awards ...
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