Lifetime Income

Whole of retirement for whole of life

Our perspective on retirement

A 10 minute summary of our views on retirement, the paradigm shifts needed to succeed, and some paths forward, is available on Youtube at https://www.youtube.com/watch?v=Le_4zmq5A_U

Materials

ü ‘Response to Retirement Phase of Superannuation Discussion Paper’, public consultation by the Australian Treasury, February 2024.

ü ‘Sustainable lifetime retirement incomes in a rising interest rate context’, International Congress of Actuaries, May 2023. ‘Your Say’ Video.

ü ‘The Evolution of Pension Schemes’, Caribbean Actuarial Conference, December 2021

ü ‘Long-dated government bonds’, Lead drafters of Institute of Actuaries of Australia submission to Treasury, June 2020

ü ‘Retirement: Joining some dots, changing some paradigms’, University of Melbourne Ageing Newsletter, April 2019.

ü ‘Response to Superannuation: Assessing competitiveness and efficiency’, public consultation by the Productivity Commission, July 2018.

ü ‘Response to Retirement Income Covenant Position Paper’, public consultation by the Australian Treasury, June 2018.

ü ‘Retirement: A new frontier for the over 80’s market’, International Actuarial Congress, Berlin, May 2018.

ü Submission to ‘Development of the framework for Comprehensive Income Products for Retirement’ public consultation by the Australian Treasury, June 2017.

ü ‘Designing successful and resilient lifetime retirement income products’, Institute of Actuaries of Australia Summit, Melbourne, May 2017. See above for a short video outlining our views.

ü ‘Lifetime income in a DC world’, IFoA Pensions, Risk and Investment Conference with AFIR, Edinburgh, June 2016.

ü ‘Managing Liquidity in Superannuation’, Institute of Actuaries of Australia Biennial Convention, April 2011.

More information

If you would like further information, would like to make a comment on, or would like to obtain copies of the materials above, please contact us via Contact LI. We look forward to your comments and interest.