Investment Magazine

Retirement Conference

MARCH 19, 2019


Members have a clear vision of what they would like their retirement to look like, yet the reality is quite different. Building a clear retirement investment and advice strategy is a key function as industry funds seek to retain members and turn the accumulation dream into a post-retirement reality.

The one-day Retirement Conference is designed for chief executives, chief investment officers and heads of product and personnel working in member services and advice.


Some interesting ideas to translate to our member communications, particularly in terms of the comparisons we make to ‘average’ retirement amounts needed, and some of the subjective and objective insights into actual retiree behaviours.

Lyn RogersSenior manager, communications, Commonwealth Bank Group Super

Different points of view being shared openly.

Tom GordonTechnical partnership manager, group distribution, AIA

Listening to global views on retirement incomes was very beneficial

Wayne LimZurich Investments

The range of thoughts and opinions on how we are trying to solve common problems and sharing deeper insights into traditional thinking were very beneficial. I felt there was plenty of consensus that we need to advocate for freedom to tailor retirement income solutions that best meet the needs of our client base/membership.

Tracee MulvihillGeneral manager, member advice, Hesta


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