“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.

Comprehensive set of statistics with full history covering the complete retail and wholesale, institutional superannuation and investment markets, including platforms.

Complete reporting of quarter results for retail and wholesale superannuation and investment markets with commentary.

Reporting of Industry Superannuation Funds, Public Sector Superannuation, Corporate (Stand-alone) Superannuation.

Forecasts have been developed primarily as a source of industry comparative projections for 1 year Business and 3 to 5 year Strategic Planning. The forecasts are based on economic forecasting and assumptions developed for the projection.

The Investment Bond Benchmarking Report is designed for use by product providers and licensees.

Quarterly summary report with commentary covering Investment Bond markets.

Retirement Income Stream market reports covering Allocated Pensions, Allocated Annuities and Immediate Annuities.

Immediate Annuity Rates covering Short Term (1-5 year) 100% RCV, Short Term (1-5 year) Nil RCV, Long Term (6 to 25 year), Lifetime (single, joint), Market Share (FUM). Format: Excel. Updated: Weekly

This report provides independent research to Licensees on annuities which may assist in developing and maintaining Approved Product Lists (APL).

New Zealand Retail and KiwiSaver superannuation, and managed investment markets.

Reporting of Life Insurance risk products including lump sum products (term life, TPD, trauma), income protection and business expense insurances.

Reporting of Life Insurance Statistics cover Life Insurance industry sales and key business statistics relating to life offices in Australia.

Forecasts of the Life Insurance Individual Risk Market 2020 - 2029 have been prepared using data and experience up to December 2019, based on models for each line of business and each life company.

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.

Software application for review of individual risk stand-alone products, allowing comparisons of premium rates, terms and conditions. It saves significant time in obtaining and comparing rates and terms from other companies risk products. The program will allow testing of new premium rates scenarios.

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.

Distribution Channel Analysis splits the Risk Market Total Sales into separate channels by which products are distributed for Total Sales (inflows)

Ongoing independent lapse study of Life Company Lapse Rates. The most important factor in the latest Report is the removal of Direct Risk Insurance data, leaving the balance of the data to represent Dealer/adviser-driven business (independent Dealers, those owned or part owned by Life Companies and Bank-owned Dealers).

Group Risk Benchmarking evaluates multiple insurance policies, based on product features and premium rates, to assist superannuation fund administrators and trustees when considering the replacement of an existing policy or setting up a new one.

Plan For Life publishes market intelligence and updates including Market Commentary on superannuation, retirement, investment and life insurance markets.