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Rethinking the retirement map: what the Retirement Income Covenant really means?

60 mins
1 CPD Hours

Home Advice  Engagement  Marketing  Regulation

 

After years of delayed legislation about trustees’ retirement income obligations – anyone remember CIPRs? the Government now intends requiring super funds to have a retirement income plan in place for their members in less than nine months’ time.

Funds are going to have to learn a lot more about their member segments - from when they intend to retire to the impact of a mortgage at retirement to how long they can expect to live. This is in order to help members maximise their retirement income, manage risks, and have flexibility.

Our experts will explore the risks, challenges and opportunities for trustees developing their retirement income strategies. You’ll walk away with practical tips and ideas to help you to build a robust, unique and competitive solution.

Published Date: 18 October 2021

Speakers

Fintan Thornton, Head of Institutional Solutions, Allianz Retire+

Fintan leads the Allianz Retire+ institutional business. He is responsible for co-developing partnerships with superannuation funds. Fintan is an actuary and has worked in both actuarial consulting and senior executive super fund roles during his 20+ years in financial services.

Michael Vrisakis, Partner, Herbert Smith Freehills

Michael is a leading expert in financial services regulation, with over 30 years’ experience. His advice is routinely sought in relation to strategic management of regulatory matters by Australia’s largest institutions, including liaising with APRA and ASIC.

Facilitator

David Haynes, Senior Manager Policy, AIST

As Senior Policy Manager at the Australian Institute of Superannuation Trustees, David Haynes has spent the last 11 years working closely with the Australian Parliament, and all levels of the Australian Government and its agencies, in developing, implementing and advocating for member-first reforms across all aspects of superannuation legislation, regulation, policy, and operations. 

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