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Research shows falling retirement spend driven by behaviour, not declining income

Does spending decline dramatically through retirement due to declining assets balances? Can individuals predict their retirement spending based on pre-retirement income? New analysis by Milliman suggests that retirees’ age is

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14 Aug 2018

How to help customers make choices today that will benefit them tomorrow

Superannuation is one of the most valuable products that working Australians own and yet one of the products they care least about. Forcing people to buy a product when the

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15 Jun 2018

Retirees’ spending falls faster than expected into old age

The financial services industry may have underestimated the dramatic falloff in retiree spending as they age, according to a Milliman analysis of real-world expenditure data. The median retired couples’ expenditure

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17 May 2018

Milliman launches first custom capital protection overlay solution for model portfolio and dealer group platforms

Milliman’s new model portfolio strategy allows dealer groups and platforms to apply a rules-based market risk management overlay to any model portfolio’s underlying equity investments. It marks the first time

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11 Apr 2018

Milliman analysis: Home downsizing scheme to help older Australians with smaller super balances

Milliman, Inc., a premier global consulting and actuarial firm, has released research that found a new scheme aimed at encouraging older Australians to downsize their homes is likely to help

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10 Apr 2018

Milliman announces appointment of Andrew Whelan as Director, Adviser Services

Global actuarial firm Milliman has announced the appointment of Andrew Whelan to the position of Director, Adviser Services. In this newly created role Mr Whelan will spearhead the development and

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27 Mar 2018

New CPI weightings no closer to tracking retirees’ expenditure

Australia’s newly revamped consumer price index (CPI) may provide a more accurate picture of what the average household spends its money on, but it’s no closer to solving the problems

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20 Mar 2018

Surprising new research reveals the majority of Australian retirees spend less than the Government Age Pension

More than half of Australian retirees are spending less than the Age Pension each year, raising significant questions about current retirement policy and super fund strategies, according to new research.

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20 Feb 2018

Milliman and Spark Green join forces to create digital engagement tools

Global actuarial firm Milliman has entered an agreement with Melbourne-based digital agency Spark Green to create a suite of white label calculators and gadgets for the financial services industry. The

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29 Nov 2017

Australian super funds bring derivatives into the mainstream

Australian super funds are embracing derivatives to perform a wide range of investment functions, according to a new survey by risk management and retirement specialist firm, Milliman. The survey revealed

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14 Nov 2017

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CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
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 [...]