Chair:  Colin Tate, Conexus Financial

8.45am  Conference Welcome & Opening Comments

Geoff Cohen – Managing Director, ANZ Investment and Insurance 

9.00am Retirement Expenditure Patterns

This session will unveil the exclusive findings of a new report into Australian retirees’ expenditure patterns,and what it means for super funds. Based on original research commissioned by Rice Warner & AMP.
Michael Rice – Partner, Rice Warner Actuaries
Tim Higgins – Senior Lecturer Actuarial Studies, ANU College of Business and Economics  Michael_Rice_Tim_Higgins.ppt.pdf [Adobe Acrobat PDF – 1.16 MB]

9.45am Innovation in Retirement Incomes

The future of retirement income products will depend on the degree and speed of innovation in the marketplace.  This panel of actuarial minds will debate the pitfalls and merits of the current global pension offerings, including a discussion of the recommendations from the Institute of Actuaries to the Harmer Review, and how to manage the probability of ruin.
Catherine Nance – Partner, PricewaterhouseCoopers Catherine Nance.ppt.pdf [Adobe Acrobat PDF – 607.19 KB]
Andrew Boal – Managing Director, Watson Wyatt Andrew Boal.ppt.pdf [Adobe Acrobat PDF – 2.88 MB]
David Knox – Worldwide Partner, Mercer David_Knox.ppt.pdf [Adobe Acrobat PDF – 1.52 MB]

10.30am Super Fund Product and Strategy Options

This session will examine the various strategy and product options applicable to funds, and how they may differ according to member demographics and needs.
Paul Murphy – Executive Manager, UniSuper Paul Murphy.ppt.pdf [Adobe Acrobat PDF – 2.5 MB]

Chair:  Fiona Reynolds, AIST

11.30am Investment implications

Evidence suggests baby boomers prefer to stay active in the workforce through part time work, rather than retire in a traditional sense. This session will examine the impact on product design and the need to enable the cheap, easy transfer of assets between accumulation and pension components of funds.
Steve Schubert – Director of superannuation, Russell Investments Steve Schubert.ppt.pdf [Adobe Acrobat PDF – 3.3 MB]

12.00pm Behavioural Finance and the Role of Structured Products

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