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Event Date |
Wed Nov 30 AEDT (about 2 years ago)
In your timezone (EST): Tue Nov 29 8:00am - Tue Nov 29 8:00am |
Location |
TBA
Melbourne VIC, Australia |
Region | APAC |
In this forum, we will discuss how funds came to their chosen strategy under the retirement covenant, but will also look into the various strategies they have and are considering.
We will address the following points:
• What is retirement income covenant best practice to look like?
• What strategies are best suited to supplement existing investment choices?
• Do deferred annuities and products with a form of guarantee have a role to play or do they just not find a willing audience among members?
• Does insurance have a role to play?
• How do we best engage members in the discussion, without relying on full scale advice as the solution for everyone?