Retirement – Investment Innovation Institute

Annika Bradley, Senior Manager, Unisuper

How To Personalise Investment Recommendations At Scale

Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]

The Problem with Mandatory Annuities

A confidential Treasury paper has resurrected the debate around compulsory annuities. Here is why that might be a bad idea

Graeme Miller, Chief Investment Officer, Mercer Super

TelstraSuper Ups MySuper Growth Exposure

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Leadership & Management, Retirement

TelstraSuper has changed its Mysuper Lifecycle options and introduced a High Growth option to reflect that members live and work for longer

Andrew Fisher, Head of Investment Strategy, Australian Retirement Trust

ART Moves 1.4m Members to New MySuper

Asset Allocation & Strategy, Asset Owners, Retirement

ART has moved 1.4 million default members to its new MySuper lifecycle option

Shawn Blackmore, Chief Officer Retirement, AustralianSuper

Get Rid of Separate Accounts: AustralianSuper

Asset Owners, Retirement

AustralianSuper wants to get rid of separate accumulation and retirement accounts. Instead it argues for creating an ‘account for life’

Regulators Unhappy with Retirement Progress

Retirement, Risk and Regulation

A review by regulators APRA and ASIC has found that super funds’ responses to the Retirement Covenant fall short of addressing members’ retirement needs and contain gaps in critical member data

Gov Adopts Key Advice Recommendations

Retirement

The Government has accepted a number of key recommendations of the Quality of Advice Review, paving the way for cheaper and simpler advice

Anne Fuchs, Executive General Manager of Advice, Guidance and Education, Australian Retirement Trust

ART Elevates Advice to Executive Level

Appointment, Asset Owners, Retirement

ART shows commitment to advice by elevating the function to the executive level.

Josh Parisotto, Chief Advice Officer at HESTA

HESTA Opts for Digital Advice Route

Asset Owners, Retirement

Digital advice tools are likely to form part of the solution to the advice challenge in relation to retirement. We speak with HESTA’s Josh Parisotto about the experience over the past 18 months since the launch of the tool, Future Planner.