What is the role of products that offer capital or income protection, which are particularly useful in times of volatility, and the behavioural finance drivers that dictate their demand.
John Dani – National manager advice development, ipac John_Dani.ppt.pdf [Adobe Acrobat PDF – 2.13 MB]
12.30pm Liquidity constraints and cash management implications
Spending and behavioural habits are very different once a member is in capital preservation mode. This session will discuss the implications of retiree’s income demands on a fund’s cash, the impact that may have on asset allocation and the importance of cash management.
Brian Delaney – Head of Sales & Marketing, AMP Capital Investors Brian Delaney.ppt.pdf [Adobe Acrobat PDF – 809.84 KB]
Troy Rieck – Head of Capital Markets, QIC Troy Rieck.ppt.pdf [Adobe Acrobat PDF – 42.84 KB]
Nick Callil – Head of portfolio construction and diversity, Watson Wyatt Nick_Callil.ppt.pdf [Adobe Acrobat PDF – 1.03 MB]
2.15pm Member Retention: Marketing Strategies for Retirees
This session will discuss effective marketing strategies for various demographics as well as the best internal structures that need to be employed for funds to make this work; examining also the importance of administration and data mining.
Andrew Whiley – National Manager Marketing & Distribution, Industry Fund Services Andrew_Whiley.ppt.pdf [Adobe Acrobat PDF – 1.49 MB]
2.45pm The Importance of Financial Planning
This panel will examine the financial planning issues specific to retirees and the importance of financial planning in a super funds overall post-retirement offering – from investment allocation, inheritance & asset preservation, tax, longevity risk, selecting product providers and so on.
Paul Resnik – Principal, Resnik Consulting Paul_Resnik.ppt.pdf [Adobe Acrobat PDF – 3.2 MB]
Frank Gayton – National Practice Manager, Industry Fund Financial Planning Frank_Gayton.ppt.pdf [Adobe Acrobat PDF – 717.6 KB]