Governance roadmap: Members first and the new provisions
This session discusses the developments in governance architecture and the impacts this will have on insurance offerings within superannuation.
The future of work: Persistent change or back to normal?
This debate will explore whether the workforce can return to normal or if there should be permanent intrusions into the social contract such as constrained movement and perpetual social distancing.
Dealing with lifetime uncertainty
I was once interviewed by a personal finance press magazine on retirement planning, and was asked the following question: “What is the biggest mistake that people make when planning their retirement?” My concise answer: “Trying to calculate their life expectancy and base their plan on that.” That reply surprised the editor, because it was at … Read more
Fund agreement resets to flow from REST climate precedent
Investment managers can expect to have agreements renegotiated so trustees can hold them more accountable for what they are doing to manage climate change risk in light of the REST settlement this week, experts have said.
Put the ‘Me Too’ into manager due diligence
There are not only retrospective but also forward-looking investigations superannuation and pension funds should use as part of their investment manager due diligence process to meet global best practice standards, Alex Wise writes.
Solutions for retirement income
Part two on October 30, Solutions for retirement income, featured Andrew Boal, Rice Warner, Amara Haqqani, Milliman and Aaron Minney from Challenger. The session was chaired by David Knox, from Mercer.
Stephen Jones: Strong industry consultation needed
The Labor MP expressed support for some kind of a performance benchmark to hold underperforming funds to account, but he said the government’s current proposal falls short during an interview on Monday.
Simplicity and confidence key to retirement puzzle: Challenger
Finding better retirement solutions will require more than just ‘age and balance’ metrics, but the industry will need to keep things simple to retain members’ faith and their confidence to spend, according to Challenger’s Aaron Minney.
Mistrust and the ‘polarisation industry’: Kotkin on what’s ailing the US
As the US prepares to elect its leader for the next era, Princeton’s professor Stephen Kotkin highlights the core issues that will need to be addressed in order for a fractured society to regain some semblance of solidarity.
25 funds likely to fail new performance test, analysis shows
REST Super is among the funds likely to fall short of the government’s new performance benchmark even though its MySuper product also stands to be one of the major beneficiaries of the proposed ‘stapling’ changes.
Maria Wilton and David Knox | Improving adequacy, sustainability and the integrity of the retirement system and the Mercer CFA Institute Global Pension Index
In episode 65, Alex Proimos speaks with Maria Wilton, Vice-Chair of the CFA Institute board of governors, and David Knox, senior partner at Mercer and the lead author of the Mercer CFA Institute Global Pension Index.
Relational governance more important than ever: Drew
“There needs to be some really clear thinking about repair of personal balance sheets post-Covid”, says Michael Drew, who points to the importance of relational governance in light of the government’s early access scheme and selloffs in financial markets.
