News : Retirement

Financial Planning, Retirement

Most retirees opt out of financial advice

retirees financial advice

The majority of Australians would rather look after their retirement finances independently of a financial adviser, according to a recent survey.

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Retirement

Longevity tables lag actual life expectancy

longevity tables life expectancy

Financial planners should reconsider their use of longevity tables that do not reflect current and future increases in life expectancy, according to the Actuaries Institute.

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Pensions, Retirement

Actuaries link age to optimal pension drawdown

pension drawdown model

The optimal pension drawdown figure is closely aligned to the age of a retiree and a group of actuaries has created a simple model to calculate this figure.

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Investments, Retirement

Capture spread critical for retirement investing

Sequencing risk retirees

Sequencing risk in retirement can be more effectively controlled through investments with managers with greater downside protection without necessarily having the best upside returns, according to an international wealth manager.

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Financial Planning, Retirement

Retirees should look beyond cash

Retirees should look beyond cash investment income

Retirees with declining income from cash investments should be encouraged to move from traditional models in that space and look to other high-returning liquid assets.

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Financial Planning, Retirement

Ex-planner opens equity release advice business

Ex-planner opens equity release advice business

The growth of the equity release sector has prompted a former planner to open an advice and brokerage service for retirees.

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Residential Property, Retirement

Retirement review has scope to evaluate policy

family home assets test

The review into retirement income will have the ability to assess current policies by gathering facts-based evidence including the exclusion of family homes from the assets test.

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Regulation, Retirement

Retirement alliance endorses govt review

retirement savings system review

The Alliance for a Fairer Retirement System (the Alliance) has welcomed the federal government’s Review into the Retirement Savings System and has put forward five questions the process should answer.

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Investments, Retirement

Retirement income products too hard for some

retirement income products

Investment managers have not produced more retirement income products because some don’t have the capability or patience to do so, one product provider has claimed.

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Retirement, Superannuation

Govt formalises retirement review

Govt announces retirement review

An independent review of the retirement income system has been commissioned by the Government, with the final report expected in mid-2020.

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