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Everything from Allianz Retire+

Hesitancy emerging as a greater risk than market volatility, inadequate savings

From Allianz Retire+

New research from Allianz Retire+ has identified decision inertia, driven by a powerful fear of commitments perceived as irreversible, as an emerging risk to retirement outcomes for otherwise well-prepared Australians.

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22 May 2026

Allianz Retire+ launches AI digital assistant for advisers

From Allianz Retire+

Allianz Retire+ launched a market leading Al powered assistant to transform how advisers engage with its retirement income solution, Allianz Guaranteed Income for Life (AGILE), empowering them to deliver better

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13 Mar 2026

CPD: The retirement roadmap – helping clients navigate the stages of retirement

From Allianz Retire+

Retirement marks a truly significant transition in one’s life, representing the culmination of years of hard work, diligent saving, and careful financial planning. This period is far more than just

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02 Dec 2025

CPD: Demystifying guaranteed lifetime income – what your clients need to know

From Allianz Retire+

This year, the first of Gen X will turn 60. Over the coming decade, waves of Gen X Australians will join the baby boomers in enjoying a longer, healthier retirement

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24 Oct 2025

CPD: Investor Behaviour – Retirement

From Allianz Retire+

To best understand how and why clients make financial decisions – particularly during retirement – advisers must look beyond technical strategies and consider investor behaviour. Before addressing product selection or

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07 Aug 2025

CPD: Retirement income strategy choices

From Allianz Retire+

There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate

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13 Jun 2025

CPD: A new approach to assessing risks in retirement

From Allianz Retire+

In our last article, we examined the common risks that can impact retirement. The financial risks we’re all acutely aware of: longevity risk, inflation risk, market risk and sequencing risk.

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08 Apr 2025

CPD: Risk and retirement

From Allianz Retire+

Australian retirees face both controllable and uncontrollable risks that can impact their retirement savings. This article from Allianz Retire+ explores these risks and the potential financial and emotional impacts on

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18 Mar 2025

Financial confidence and certainty in retirement

From Allianz Retire+

As an increasing number of Australians face retirement, there are mixed emotions. Will it be a time to realise dreams and accomplish long-held plans? How can I be certain that

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18 Nov 2024

The retirement spending plan

From Allianz Retire+

Retirement is often seen as a time of relaxation, freedom and the opportunity to enjoy the fruits of a lifetime of hard work. However, without careful planning, the financial aspects

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13 Sep 2024

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CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]