New approach needed for desperate income investors

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Outdated portfolio thinking has left millions of Australian retirees vulnerable to low interest rates and higher sharemarket volatility, argues Allianz Retire+ . As interest rates worldwide plumb record lows, retirees are taking on more risk to earn enough investment income to live on – a strategy that could permanently damage their wealth. “The latest rate

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Allianz Retire+ Future Safe launches on HUB24

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Allianz Retire+ has announced the integration of its flagship retirement solution, Future Safe to HUB24. With Future Safe, Allianz Retire+ gives financial advisers access to an Australian market-first solution, designed to safeguard retiree portfolios against equity market volatility and sequencing risk. Advisers who use HUB24 can now access Future Safe reporting and speciality retirement tools

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Coronavirus dampening retirement dreams of Australians

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Australian Retirees are downgrading their retirement expectations, spending less on luxuries, and are fearful and confused about the safety of their investments. A new study by Allianz Retire+ found COVID-19 has shaken retiree confidence about the quality of their retirement – and how long their money will last. Only a third of retirees surveyed feel

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Allianz Retire+ announce new board appointment

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Allianz Retire+ announces the appointment of Sally Evans as Independent Non-Executive Director to the Allianz Retire+ Board, effective 1 June 2020. The appointment of Ms Evans reflects her extensive international executive and non-executive director experience, spanning more than 30 years across investment and wealth management, as well as healthcare operations. Ms Evans’ non-executive director experience

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Allianz Retire+ partners with Investfit™ to aid advisers in offering clients greater certainty in achieving retirement goals  

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Allianz Retire+ Powered by PIMCO (“Allianz Retire+”) has announced a new partnership with goals-based advice technology Investfit™, to provide financial advisers with a tool that offers greater certainty of outcomes when building retiree portfolios. This announcement follows the launch of Allianz Retire+ Australian market-first solution, Future Safe, in March 2019. Future Safe is designed specifically

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Sky high trust and satisfaction rates from retirees in an advice relationship: New research

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The positive impact of expert financial advice on the confidence of a person about to enter or in retirement must never be underestimated. In fact, more can be done to help educate and guide a greater proportion of non-advised Australians to receive the knowledge, confidence and satisfaction levels of those already in an advice partnership.

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Allianz Retire+ expands with key distribution team hires

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Allianz Retire+ has made two new hires to its distribution team as part of the firm’s growth and ongoing commitment to deliver greater certainty to Australian retirees.  Fabian Cockle has been appointed Senior Business Development Manager for Victoria and Western Australia, based in Melbourne. Fabian will report to Head of Distribution, Caitriona Wortley and will

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Returning confidence to retiring Australians: Allianz Retire+ and Macquarie University announce landmark advice research project

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Allianz Retire+ has announced a research partnership in conjunction with Macquarie University, focused on better understanding the impact of a range of inputs to pre-retirement advice in order to ensure everyday Australians get the retirement they deserve. The three-year research project – ‘Improving Retirement Planning, Decision Making and Adjustment: Towards a Holistic Model of Advice’ 

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Lonsec awards ‘Recommended’ rating to Allianz Retire+ Future Safe

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Independent investment research house, Lonsec, has awarded Allianz Retire+ ‘Future Safe’ a ‘Recommended’ rating*.  Future Safe is the first in a new breed of retirement solutions that will transform how advisers and their clients think about the key challenges of retirement.   Future Safe was purpose-designed from the point of view of the customer, following detailed market

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