Lifetime Income

Whole of retirement for whole of life

Lifetime Income (LI) has broad experience gathered over more than 50 years of consulting.

Clients and interactions include major industry and retail superannuation funds, wealth managers, leading life insurers, major banks in Australia, industry associations, financial services supervisors, professional actuarial associations, universities, supervisors, the Australian APEC Study Centre, the World Bank, and industry training bodies.

LI expertise

We have expertise in a variety of areas, including:

ü Managing retirement income flows equitably over member’s lifetimes

ü Superannuation, with a focus on meeting the challenges of the decumulation phase.

ü Modelling and projections

ü Unit pricing and crediting rates

ü Investments and investment modelling using the pre-eminent AUSMOD investment performance database

ü Investment banking

ü Multi-disciplinary applications of actuarial skills

ü Research

A core strength of ours is transferring our many skills and experience, actuarial and other, that we have applied in specific contexts into broader contexts.

Please Contact LI to discuss how we may assist with your specific issues.

Some client comments

ü ‘You added value because you make me think about issues from a different perspective’

CEO of Industry Association

ü ‘You see to the core of an issue and to then give balanced and constructive advice on how to address it’

Chairman, Melbourne APEC Finance Centre

ü ‘You explain complex things in a simple way’

Managing Director, leading international superannuation consultancy

ü ‘You made the numbers talk to me’

Client (outside financial services)

Providing professional services

ü We provide independent, unbiased, authoritative, and client focussed advice.

ü Projects undertaken by LI are subject to professional standards, including a Code of Conduct, specified by the Institute of Actuaries of Australia (IAA).