This panel will discuss the practical issues to overcome in gearing your fund towards post-retirement products and services. Some of the hurdles to consider include regulatory, organisational, IT applicability as well as the financial costs.
Andrew Robertson – Chief Executive, Ingevity Andrew Robertson.ppt.pdf [Adobe Acrobat PDF – 2.28 MB]
Paul Souter – Product Development Manager, AustralianSuper Paul Souter.pdf.ppt.pdf [Adobe Acrobat PDF – 602.1 KB]
Ken Mungan – Global Practice Leader, Milliman Ken_Mungan.ppt.pdf [Adobe Acrobat PDF – 1.28 MB]

4.45pm Combining pensions & transactional banking

This session, chaired by ANZ, will look at the experience of funds in developing a white-labelled debit card for access to retirees’ super, including technology integration involved in a transactional banking offering.
Panel members:
George Lytas – Head of product development, retirement and investment solutions, ING Australia
Jason Marler – Head of Business Strategy and Operations, Russell Superannuation
Paul Curtin – General Manager, Finance and Compliance, VisionSuper
Panel Moderator:
Stephen Cullen – General Manager, Product Development – ANZ Investment and Insurance