Retirement Income Covenant - Market Review 2023

“Retirement Market Review 2023 - Review and Benchmarking of Superannuation Fund Trustees’ Retirement Income Strategies to 31 December 2023” report examines 57 RSE Licensees’ Strategies representing over 100 superannuation funds, including virtually the entire Australian Retirement Market covered by the Retirement Income Covenant.

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Risk Benchmarking (D.2.1)

Risk Benchmarking covers Australian Life Insurance companies and their life insurance products, annuities and investment bonds. It has been used for over 10 years to provide Life Insurance companies with critical market and product information, as an input to Australian financial services (AFS) licensees’ approved product list requirements and also as the underlying basis for the Life Company of the Year Awards.

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White Paper: Solving for Guaranteed Income in Retirement Portfolios with Lifetime Annuities

Plan For Life, Actuaries & Researchers has released a white paper on the topic of “Solving for Guaranteed Income in Retirement Portfolios with Lifetime Annuities.” The white paper examines the key features of Lifetime Annuities and provides examples of how lifetime annuities can increase guaranteed income in retirement portfolios.

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