Frank Lombardo

MUFG Retirement Solutions, a division of MUFG Pension & Market Services, has announced that it has been appointed by ElectricSuper as the fund’s new administration partner. The appointment marks the commencement of a strategic partnership supporting members across South Australia’s electricity supply industry.

Under the agreement, MUFG Retirement Solutions will provide core administration services supported by its integrated technology platform, bank-grade governance framework, and Clientfirst operating model. The partnership also covers contact centre support, online member services, and security and fraud management.

The transition, scheduled to complete in late 2026, will migrate accumulation, pension, and defined benefit members using MUFG Retirement Solutions’ proven methodology. The approach prioritises service continuity, data integrity, and operational resilience, ensuring ElectricSuper members benefit from a secure, scalable service model underpinned by modern digital capability and strong risk and compliance disciplines.

ElectricSuper, a South Australian exempt public sector superannuation fund, serves approximately 3,300 members, including around 700 pensioners and 300 defined benefit members, with funds under management of approximately $1.8 billion.

Frank Lombardo, CEO of MUFG Retirement Solutions ANZ, commented: “We are proud to partner with ElectricSuper. This collaboration demonstrates our ability to deliver complex fund transitions efficiently while maintaining the highest standards of governance and member service.

“It also reinforces our commitment to growth and innovation in the Australian superannuation market, helping funds like ElectricSuper navigate evolving regulatory requirements and member expectations while building a platform for long-term success.”

Melanie Muston, CEO of ElectricSuper, said: “Appointing MUFG Retirement Solutions as our administration partner supports our dedication to member experience excellence through each member’s superannuation journey. We are confident that working with MUFG Retirement Solutions will provide a smooth transition for our members and strengthen our operational capability.

“Their proven experience with both accumulation and defined benefit schemes and commitment to strong governance will bring benefits to our members and the fund. We are looking forward to working closely with MUFG Retirement Solutions and are confident that this partnership will enhance the overall member experience.”

The post MUFG Retirement Solutions appointed as administration partner for ElectricSuper appeared first on AdviserVoice.

(L to R): Vivek Bhatia & Matthew Pavlich

MUFG Pension & Market Services (a member of MUFG, a global financial group), has announced a new three-year Premier Partnership with the Sydney Swans, reinforcing the organisation’s long-term commitment to building brand leadership and visibility in Australia.

The partnership brings together two high-performing organisations with a shared commitment to discipline, leadership, and building success that endures well beyond any single season. It reflects a deliberate focus on long-term value, trusted relationships, and meaningful engagement within the communities they serve.

The Sydney Swans are Australia’s most supported sporting club, with more than 2.2 million supporters nationwide and a reputation for consistency, integrity and high performance across both the AFL and AFLW competitions. That legacy closely aligns with MUFG Pension & Market Services’ own focus on agility, teamwork and delivering outcomes that matter.

As a Premier Partner, MUFG Pension & Market Services will gain prominent brand presence across Swans assets, alongside access to premium experiences, professional development opportunities and curated events designed to foster connection, leadership and shared learning. As part of this, the partnership will play an important role in engaging employees, clients and partners through memorable experiences that reflect the energy and values of the club.

While high-profile sport partnerships are traditionally associated with consumer brands, MUFG Pension & Market Services views this partnership as a deliberate investment in brand leadership, recognising the importance that familiarity, trust and cultural presence play in long-term decision-making by institutional clients, especially C-level decision makers.

Vivek Bhatia, CEO & Managing Director of MUFG Pension & Market Services said: “Following our acquisition by MUFG, and rebrand to MUFG Pension & Market Services in May 2024, we were very deliberate in seeking the right partner that could help elevate our brand in an authentic way,”

“The Sydney Swans are a high-performing organisation defined by discipline, commitment and strong leadership. They have succeeded across different eras and circumstances, and that resonates deeply with us.”

“This partnership allows us to showcase who we are alongside a club that reflects our values, while strengthening connections with the broader community we are part of. It’s a unique opportunity to align with an Australian sporting institution that embodies excellence on and off the field.”

Matthew Pavlich, CEO of the Sydney Swans, said: “We are thrilled to welcome MUFG Pension & Market Services to the club ahead of the 2026 season.”

“MUFG aligns strongly with our club’s values and vision, and we’re looking forward to working with the team at MUFG and building a strong partnership in the years ahead.”

The partnership will be activated across the AFL and AFLW competitions, with further initiatives and experiences to be announced throughout the season.

The post MUFG Pension & Market Services and the Sydney Swans announce 3-year strategic partnership appeared first on AdviserVoice.

The nationally representative findings detailed in the Protecting Australia’s Retirement Savings in a Digital World whitepaper explores consumer sentiment following recent cyber incidents.

The research calls for an industry-wide uplift in digital identity and fraud protection capabilities after the 2025 Cybersecurity Ventures Cybercrime Report found cybercrime is a booming global industry, projected to hit $10.5 trillion annually in 2025. Australia’s superannuation sector is a prime target with total assets now more than $4.1 trillion in the March quarter of this year.

Among other standout results from the new whitepaper:

• Confidence in superannuation fund security was rated just 3 out 5
• 61% of Australians say stronger security features would increase their loyalty to a fund
• 69% already use and are familiar with fingerprint or facial recognition tools
• 91% expect verification for high-risk and major transactions
• 64% say they now check their super more than once per month

The whitepaper also outlines how MUFG Retirement Solutions is responding – from piloting biometric eKYC onboarding and exploring verifiable credentials with leading innovators, to expanding its ALERT fraud detection system, which actively protects more than 30 million accounts and recently prevented an estimated $21 million in attempted fraud.

These tools are part of the broader MUFG Retirement Solutions prisma Security Platform – a suite of products and services delivering world-class security and risk management. Built to protect member data and assets, prisma combines advanced technology, specialist expertise, real‑time anti‑fraud tools, identity verification, access controls, and threat monitoring – all supported by ISO 27001 certification and global best practices.

Frank Lombardo, CEO of MUFG Retirement Solutions (ANZ), said: “Trust is everything in superannuation, and the growing cybersecurity threat is putting that trust to the test. Members now expect the highest levels of protection and a seamless experience from their service providers – and our research shows that if they don’t get it, they’ll consider moving funds.

“MUFG Retirement Solutions is investing in next‑generation identity and fraud prevention tools so our clients can give their members confidence that their retirement savings are safe, without compromising on convenience.”

The post 77% of Australians concerned about retirement savings security, MUFG Retirement Solutions research reveals appeared first on AdviserVoice.

Rodrigo Kede Lima

MUFG Pension & Market Services (MPMS) has announced a five-year strategic partnership with Microsoft aimed at accelerating the global adoption of AI-powered solutions across its MUFG Retirement Solutions and MUFG Corporate Markets business divisions.

The long-term agreement is built on a co-investment model, with Microsoft providing expertise, technology and enablement to drive innovation at scale across MPMS operations in Australia, New Zealand, India, Hong Kong and the United Kingdom. The partnership reflects a shared commitment to building modern, secure and intelligent financial services that deliver tangible outcomes for superannuation & pension funds and their members, and listed entities and their investors.

“This collaboration with Microsoft is about creating smarter, AI-powered experiences for our clients – while keeping the human experience at the centre. Whether it’s using advanced AI to help a member access their pension or giving listed companies intelligent tools to better engage with shareholders, we’re focused on solutions that remove friction and add value,” said Vivek Bhatia, CEO & Managing Director, MUFG Pension & Market Services.

“The scale and certainty of a five-year strategic partnership allows us to confidently leverage Microsoft’s cutting-edge AI capabilities, modernise rapidly, and deliver innovations across the member and investor journey on behalf of our clients. It also allows us to invest in our people as we create the ‘roles of the future’ to deliver solutions that matter most to our clients.”

“At Microsoft, we believe AI has the potential to redefine every industry – and financial services is no exception,” said Rodrigo Kede Lima, President, Microsoft Asia.

“Our partnership with MUFG Pension & Market Services is a powerful example of how AI can be used responsibly and at scale to deliver meaningful outcomes for people – from simplifying pension access to modernising investor engagement. We’re proud to bring the full strength of Microsoft’s technology and expertise to help MPMS lead with innovation across the markets they serve.”

The partnership will focus on two key areas of transformation, member experience and investor experience.

MPMS will harness Microsoft’s AI technologies to enhance and automate core superannuation processes, to enhance service-levels and member experience overall. This will enable faster, more accurate, and more personalised support during critical life events.

MPMS will deploy AI to streamline investor communications, reduce manual handling, and enable straight-through processing. These will deliver a simpler, more transparent experience for listed companies and their shareholders.

As part of the transformation, MPMS has already begun rolling out Microsoft 365 Copilot and GitHub Copilot to uplift productivity, enhance knowledge management, and embed AI literacy across its workforce. These tools are enabling faster delivery of digital services and smarter ways of working, particularly in frontline and client-facing functions.

All AI and cloud initiatives will be built on Microsoft’s secure-by-design principles to ensure compliance with data governance, privacy, and regulatory requirements across jurisdictions. The roadmap includes joint investment in AI governance frameworks, capability building, and production-grade deployment of agent-based services.

This five-year agreement builds on MPMS’s recent investments in cloud modernisation and positions the organisation to lead the next wave of transformation in superannuation and investor services.

The post MUFG Pension & Market Services and Microsoft announce five-year strategic partnership to transform superannuation and investor services appeared first on AdviserVoice.