Paul Schroder

Post-retirement: What we don’t know

It has been morbidly quipped that ‘post-retirement’ refers to the dead, as that is what lies next for retirees. Of course, what post-retirement really refers to is the time after someone switches their income from a salary to a financial service product, typically in the form of a pension or drawing down a lump sum. […]
Investment Strategy

AustralianSuper adds Bareau to insurance team

Thierry Bareau is to join AustralianSuper in the new role of commercial manager, insurance on April 12. Bareau, who has held the role of head of insurance at RiceWarner, will work with insurers on renegotiating contracts, repricing and terms and conditions. A year ago Richard Weatherhead also left a consulting role at RiceWarner to join […]
Unintentional

Case study: reflections on a merger

The key players in the merger between AGEST and AustralianSuper revealed some of the secrets of the deal to delegates. AustralianSuper took four years to earn back the $11 million costs of its merger with AGEST it was revealed in a session entitled ‘To Merge or Not To Merge’ at CMSF 2015. The figure was […]
Post-Retirement

Member research will make or break products

Research into members is crucial for success and engagement for retirement products, but so far it has been lacking, industry leaders agree. The data currently available to funds does not allow for effective development of products or communication with members because it is too general detracting from tailoring and sectorisation, participants at the 7th annual […]

Six ideas for sustainable group insurance

On August 20, those responsible for providing group insurance through superannuation will meet in Sydney to discuss ways of making it more sustainable. Here are some of the ideas that will be aired. 1 The industry must work together to find answers The survival of group insurance depends on funds, trustees, regulators and insurers working […]
Investment Strategy

AustralianSuper moves to annual repricing of insurance

AustralianSuper is to renegotiate its group insurance on an annual basis, a move leading figures in the sector believe will become the norm for other superannuation funds. The appetite for writing new group insurance business has shrunk after one of the three big reinsurers, RGA, stopped pricing any new TPD business, while Swiss Re is […]
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