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Everything from Allianz Retire+

CPD: Permission to spend – why having enough isn’t enough in retirement

From Allianz Retire+

The retirement spending puzzle In 2014, US researcher David Blanchett coined the term ‘retirement spending smile’[1], a concept that has since become embedded in mainstream retirement incomes thinking around the

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01 Sep 2026

Allianz Retire+ expands access to Guaranteed Lifetime Income with AGILE Super+

From Allianz Retire+

Allianz Retire+ has announced the launch of Allianz Guaranteed Income for Life: Super+ (AGILE Super+), a new direct superannuation pathway that significantly expands access to its guaranteed lifetime income solution

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18 Aug 2026

Allianz Retire+ strengthens Queensland presence with senior appointment amid continued growth

From Allianz Retire+

Allianz Retire+ has appointed highly experienced financial services executive Rachel Elfverson as State Manager, Queensland, further strengthening its distribution team as demand for retirement income solutions continues to grow. Rachel

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10 Jul 2026

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology

From Allianz Retire+

Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new

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09 Jul 2026

Allianz Retire+ continues momentum with strong AGILE growth and senior distribution appointment

From Allianz Retire+

Allianz Retire+ has reported strong growth momentum in its AGILE solution, supported by a series of product enhancements that further strengthen its position in the evolving retirement income market. To

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26 Jun 2026

V2 AI and Anthropic power an AI assistant for Allianz Retire+

From Allianz Retire+

As Anthropic expands into the Australian and New Zealand markets, leading Asia-Pacific data and AI consultancy V2 AI has built an enterprise-grade, intelligent AI solution, leveraging Anthropic’s Claude, that revolutionises

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11 Jun 2026

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

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CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: US middle market private credit – the investment case
In today’s rapidly shifting investment landscape, traditional sources of fixed income are struggling to meet the yield and diversification needs of investors. They are also becoming more closely correlated with [...]