VIRTUAL CONFERENCE
CONFERENCE
9th Annual POST RETIREMENTAUSTRALIA 2021 ONLINE CONFERENCE
DATE : 21ST - 22ND OCTOBER 2021
Days
Hours
Minutes
Seconds
Topics Covered:
  • Discussion and Debate on the Retirement Income Review findings
  • Insights into a new product for retirement income
  • How the product enables retirees to tailor their retirement strategies to meet their individual needs
  • The Smart Path investment strategy
  • Is the Lifetime Pension product a game changer?
  • The role of annuities in retirement strategies
  • The Commonwealth Seniors Health Card
  • The government Pension Loan Scheme (PLS)
  • The Pension Transfer Bonus for superannuation funds
  • The non-financial aspects of retirement
  • Legislating for retirement incomes
  • The changing nature of retirement
  • Why 12% is the magic number for retirement adequacy
  • Retirement plans after COVID-19
Who Should Attend:

Senior personnel from Superannuation funds, SMFS, financial advisers, insurance providers, government, agencies, banks, regulators, lawyers, retirement income consultants, advocacy groups, academics, researchers, industry commentators, software service providers

Gold Sponsors

GOLD SPONSORS

PANEL SPONSOR

Silver Sponsor

PANEL SPONSOR

Panel Sponsor

PANEL SPONSOR

SPONSORSHIP OPPORTUNITIES:
Post Retirement Australia Forum 2021 offers sponsors an excellent opportunity to demonstrate thought-leadership and leverage networking opportunities to build brand-value amongst senior unit pricing professionals. If you would like to know more about sponsorship, exhibition and business development opportunities please just get in touch with us – sponsorship@ibrc.com.au

Post Retirement Speakers
Learn speakers of the 9th Annual Post Retirement Online Conference.
Senior Partner, Senior Actuary, Mercer
Senior Manager Superannuation & Retirement Products, QSuper
CEO, Rice Warner
Senior Manager – Retirement Solutions, Challenger Limited
Principal at Athena IOC
CFA, Senior Investment Consultant - Principal at Mercer
Head of Risk Strategies and Research at BT Financial Group
Head of Research at Ardea Investment Management
Head of Strategic Implementation, Active Super
Research School of Finance, Actuarial Studies and Statistics, The Australian National University
Chair at SuperEd and Retirement Essentials
Executive Director, The Conexus Institute, Former Chief Investment Officer, Mine Super
General Manager, Optimum Pensions
Independent Consultant & Advisor
Head of ESG and Sustainability, BT
Chief Executive Officer, Generation Life
Team Leader, Retirement Essentials
Head of Client Solutions and Retirement, Fidelity International
GM Retirement Products & Marketing Savings and Investments, AIA Group
Senior Investment Analyst, Aware Super
Prof. Hazel Bateman Deputy Director, ARC Centre of Excellence in Population Ageing Research
General Manager Investments, Retirement & Operations, TAL
Partner, Aon, Retirement and Investment, smartMonday, Aon
Founder and CEO, Pension Boost Pty Ltd
Get Involved
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Post Retirement Schedule
Learn schedule, program and topics of the 9th Annual Post Retirement Online Conference.

8:20 Delegate Registration & Coffee

9:00 OPENING REMARKS FROM CHAIR

• Key observations
• Objectives of the review
• The role of the Aged Pension in providing retirement adequacy

DR DAVID KNOX
Senior Partner and Actuary, Mercer

• The impact of COVID-19
• The controversial findings of the review
• Improving understanding of the retirement
system
• Misunderstandings and misconceptions of
the system

Moderator

Kyle Ringrose
Principal Consultant Athena IOC

• Insights into a new product for retirement
income
• How the Lifetime Pension product works
• How the product enables retirees to tailor
their retirement strategies to meet their
individual needs

Brenton Tickner

Senior Manager Superannuation
& Retirement Products, QSuper

• Is the Lifetime Pension product a game
changer?
• The likely demand for the new product
• The trade off between certainty of income
and maximising wealth
• Will other funds be anxious to adopt similar
strategies
• The potential impediments

Brenton Tickner

Senior Manager Superannuation
& Retirement Products, QSuper

• There is a strong opportunity for superfunds to
support members transitioning to retirement.
• Exploring the co-horting frameworks to develop
holistic options for members to create a
seamless member experience.

Melanie Dunn

Senior Manager –
Retirement Solutions, Challenger Limited

• How are financial advisers approaching
retirement?
• What are the main considerations?
• What are retirees’ investment needs?
• What kind of investments make sense in
retirement?

Richard Dinham

Head of Client Solutions
and Retirement, Fidelity International

The most appropriate investment structure for
MySuper continues to divide superannuation
investment professionals. Is it a lifecycle
strategy or is it a balanced fund? In this
session, we will hear from two speakers that will
put forward the case for each of the two
approaches focussing on retirement
outcomes.
At the end of the two presentations, there will
be time for Q&A followed by a final audience
vote - lifecycle or balanced fund?

Emily Barlow

Senior Investment Consultant –
Principal, Mercer Australia

3:05 Afternoon Tea

• Establishing a menu of products by
segmenting the member base
• Modelling of retirement strategies
• Principles and rules for the type of strategies
that might work for certain members

Assoc. Prof. Geoff Warren

Fund Convenor,
Student Managed Fund, The Australian
National University

• Technical difficulty of designing retirement
products
• Existing hurdles
• one-size-fits-all products?

Panel Members:

Kirsten Wymer

Head of Risk Strategies and
Research at BT Financial Group

Laura Ryan

Head of Research at Ardea
Investment Management

Geoff Warren

Associate Professor in the
College of Business and Economics

George Lytas

GM Retirement Products
& Marketing Savings and Investments,
AIA Group

Moderator:

Kyle Ringrose

Principal Consultant
Athena IOC

Closing remarks from the chair
1 Hour networking Drinks

• In this session, Ashton Jones, TAL’s General Manager for Investment, Retirement & Operations discussed the unique partnership opportunities available to superannuation funds in co-designing sustainable retirement income solutions alongside long-term partners.
• While the industry has traditionally focused on
developing product-led solutions, the evolving
nature of retirement means retirees have evolving
needs. Never before has it been more important to
ensure member insights guide our approach to
product design and member experience to ensure
we take the hassle out of selecting a retirement
strategy for super funds while helping members
navigate their retirement journey.
• Retirement is a very personal journey and members’ goals often diverge greatly. What’s
ubiquitous, however, is the desire for retiree to fully enjoy retirement and have confidence to spend their savings when they know their super will last as long as they do.
• Long-term partners, such as group life insurers, are well placed to support super funds with their retirement strategies. By co-developing protection solutions we can protect members from their first job through life-risk cover until after their retirement with protection against longevity risk.
• In co-designing retirement solutions tailored to specific cohorts of members, we believe there is a strong inter-relationship between member insights, products design and associated pricing, and the resulting member experience.

ASHTON JONES
General Manager – Investments,
Retirement & Operations, TAL

• What is the PLS and how it works
• Key differences between the PLS and commercial
reverse mortgage options
• Insights into the cohort of retirees applying for PLS
• Case study in the use of PLS
• The risks of the PLS

PAUL ROGAN
Founder and CEO, Pension Boost Pty Ltd

10:20 - 10: 30 Morning Session Break

• What is a Pension Transfer Bonus
• How does it work?
• What are the risks?
• The benefits to both the provider and the receiver
• How material is the PTB in retaining members after retirement
• What are the impediments to offering a PTB?
• Why it may not be too late to get a PTB even close to retirement

KYLE RINGROSE
Principal Consultant Athena IOC

• Why superannuation assets are not being converted
into efficient retirement income products
• The need for Trustees to develop appropriate
retirement income products
• The real objectives of superannuation
• How retirees spend their money

ANDREW BOAL
Partner, Deloitte Actuarial & Consulting

• What do we know about the pending Retirement Income Covenant
• What are the largest challenges for super funds
• Exploring different types of retirement solutions
• The importance for funds to know their members

DAVID BELL
Executive Director,
The Conexus Institute

12:30 Lunch Break

• The sharp market fall in March 2020 at the start of the COVID-19 pandemic saw many superannuation members switch their investment options, reduce their voluntary contributions and/or withdraw from their super account under the early release scheme.
• While some of these changes are well-thought-through decisions, many others are likely to lead to worse member outcomes in the long term.
• This research uses a large-scale member survey to study how members respond to market volatility by adjusting their investment options and voluntary contributions.
• The research further investigates how different
types of member communications, such as sending
members a reassuring letter or providing retirement benefit projections, could influence the members’ decisions.
• The research findings provide insights into the key drivers behind members’ decisions in periods of unusual market volatility, and evidence of the
effectiveness of alternative communication
strategies to facilitate better member outcomes. The results will also inform crisis response policies.

PROF. HAZEL BATEMAN
Deputy Director, ARC
Centre of Excellence in Population
Ageing Research

SHANG WU PHD
Senior Investment Analyst,
Aware Super

• What is the CSHC?
• What are the benefits Who can apply?
• What are the eligibility criteria?
• The different eligibility criteria for the aged pension and the CSHC
• How to apply

STEVEN SADLER
Head of Customer Service
Retirement Essentials, Retirement Essentials

• Highlights
• Insights into some of the issues raised in earlier presentations
• Lessons learned
• Points of contention

Registation Packages
Prices and offers for the '9th Annual Post Retirement Online Conference'
SINGLE ONLINE REGISTRATION PRICING: Early Registration
Register before 30th September
$1,890 + GST
SINGLE ONLINE REGISTRATION PRICING: Normal Registration
Pay after 30th September
$1,990 + GST
GROUP REGISTRATION: – UNLIMITED REGISTRATION OFFER*

Pay for 3 delegates to get the unlimited delegate registration offer from the same company

Click on the button below and fill the form to confirm your registration.

Conference Resource
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