Plan For Life, Actuaries & Researchers is a premium research and analytics line of business under ISS Market Intelligence that specialises in the fact-based measurement and analysis of Australian and New Zealand retail and wholesale financial services, investment, retirement and life insurance industries. With focus on competitive intelligence, analysis of key trends and market measurement, we harness and illuminate the critical data our clients need to formulate effective business strategies.
About Plan For Life
Since 1989, Plan For Life has been a thought leader in financial services by constantly identifying trends and creating benchmarks for the industry to follow. With a specialist team of actuaries and data analysts dedicated to timely and relevant research, we provide the highest possible value of service and support for our clients every day. Together, the team brings life to the data they analyze and interpret through their collective knowledge, passion and dedication.
Plan For Life was founded as an actuarial consultancy. The company grew into a research house specializing in Australian managed funds and life insurance data collection and reporting. In 2019, the business was purchased by Institutional Shareholder Services Inc. (ISS), the world’s leading provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers. Plan For Life is an ISS Market Intelligence (ISS MI) brand, a division of Institutional Shareholder Services (ISS).
About ISS
Founded in 1985, the Institutional Shareholder Services group of companies (“ISS”) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics, and insight. Comprised of seven discrete business lines, ISS is today the world’s leading provider of corporate governance and responsible investment solutions, market intelligence and fund services, and events and editorial content for institutional investors and corporations, globally. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers, insurance companies and distributors to help them make informed, strategic decisions to manage and grow their business. . Read more about ISS.
Data
Data is the bedrock of our business. From the ground up, we collect every last detail to piece together the big picture. Our range is expansive, sourcing inputs from companies large and small across the entire financial services value chain.
Process
If data is our foundation, then our value is in interpretation. Our team creates paradigms, establishes new metrics and introduces unique analytical frameworks, all with the goal to develop unmatched expertise in the analysis of retail financial services.
Research
Our coverage consists of multiple reports released on a monthly, quarterly, semi-annual and annual schedule, ranging from micro-trends in product, distribution and demand to authoritative perspectives on the future of the industry.
People
Our product is not necessarily our outputs, but rather is a relationship with us. We work closely with our clients to deliver and to activate our insights in person, on the phone, or via our publications and commissioned studies.
