AdviserVoiceLonsec Retire Archives - AdviserVoice https://www.adviservoice.com.au/tag/lonsec-retire/ Financial planner information & financial planner education/CPD - AdviserVoice Wed, 22 Jul 2026 20:20:18 +0000 en-US hourly 1 https://wordpress.org/?v=7.0.2 Telstra Super joins Lonsec & Milliman retirement network https://www.adviservoice.com.au/2013/12/telstra-super-joins-lonsec-milliman-retirement-network/ https://www.adviservoice.com.au/2013/12/telstra-super-joins-lonsec-milliman-retirement-network/#respond Wed, 11 Dec 2013 20:35:57 +0000 https://adviservoice.com.au/?p=27235 Lukasz de Pourbaix

Lukasz de Pourbaix

Investment research house Lonsec Research Pty Ltd (Lonsec) and global actuarial and consulting firm Milliman yesterday  announced that Telstra Super Financial Planning (a wholly-owned subsidiary of Telstra Super), has become the first financial services group to sign up to Lonsec Retire, a collaboration between Lonsec and Milliman that provides financial advisers with access to contemporary investment strategies to help them meet the investment needs of retirees.

Lonsec Retire was launched last month and provides retirement portfolio construction advice, as well as research and thought leadership around issues such as risk management and regulatory changes. The service is supported by an industry panel including BT Investment Management, Colonial First State, Macquarie, Metlife, MLC and Plato Investment Management.

Lukasz de Pourbaix, General Manager Lonsec Investment Consulting, said Telstra Super’s financial advisers now have access to an extensive set of practical adviser-focused strategies and support material to help them better advise clients in retirement.

“Telstra Super has shown a commitment to better serving their clients in retirement and we are pleased to welcome their financial advisers to the service. Telstra Super now has access to practical solutions and tools, as well as ongoing thought leadership support through our network of partners.”

Ivan Jones, General Manager of Telstra Super Financial Planning, said,  “We have had an increasing focus on delivering outcomes and solutions for our members in and approaching retirement.”

“The introduction of the Diversified Income investment option, which distributes its income each month, was an innovation to the super industry; having ongoing access to thought leadership through Lonsec Retire will ensure that we continue to innovate our products and services for our members.”

Wade Matterson, Practice Leader at Milliman said, “The market has been seeking a solution to help financial advisers in the retirement space for some time. Until now, advisers have not had access to the support they need to manage the challenges of post-retirement investing.”

“Funding for Australia’s growing retirement market is one of the great challenges ahead of us as a nation. The tools and support we provide will help financial advisers manage clients in retirement through appropriate risk management strategies, appropriate portfolio construction, and a clear understanding of ongoing regulatory and political changes.”

]]> Lukasz de Pourbaix

Lukasz de Pourbaix

Investment research house Lonsec Research Pty Ltd (Lonsec) and global actuarial and consulting firm Milliman yesterday  announced that Telstra Super Financial Planning (a wholly-owned subsidiary of Telstra Super), has become the first financial services group to sign up to Lonsec Retire, a collaboration between Lonsec and Milliman that provides financial advisers with access to contemporary investment strategies to help them meet the investment needs of retirees.

Lonsec Retire was launched last month and provides retirement portfolio construction advice, as well as research and thought leadership around issues such as risk management and regulatory changes. The service is supported by an industry panel including BT Investment Management, Colonial First State, Macquarie, Metlife, MLC and Plato Investment Management.

Lukasz de Pourbaix, General Manager Lonsec Investment Consulting, said Telstra Super’s financial advisers now have access to an extensive set of practical adviser-focused strategies and support material to help them better advise clients in retirement.

“Telstra Super has shown a commitment to better serving their clients in retirement and we are pleased to welcome their financial advisers to the service. Telstra Super now has access to practical solutions and tools, as well as ongoing thought leadership support through our network of partners.”

Ivan Jones, General Manager of Telstra Super Financial Planning, said,  “We have had an increasing focus on delivering outcomes and solutions for our members in and approaching retirement.”

“The introduction of the Diversified Income investment option, which distributes its income each month, was an innovation to the super industry; having ongoing access to thought leadership through Lonsec Retire will ensure that we continue to innovate our products and services for our members.”

Wade Matterson, Practice Leader at Milliman said, “The market has been seeking a solution to help financial advisers in the retirement space for some time. Until now, advisers have not had access to the support they need to manage the challenges of post-retirement investing.”

“Funding for Australia’s growing retirement market is one of the great challenges ahead of us as a nation. The tools and support we provide will help financial advisers manage clients in retirement through appropriate risk management strategies, appropriate portfolio construction, and a clear understanding of ongoing regulatory and political changes.”

The post Telstra Super joins Lonsec & Milliman retirement network appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2013/12/telstra-super-joins-lonsec-milliman-retirement-network/feed/ 0 Lonsec & Milliman Forms Industry Panel for Retirement https://www.adviservoice.com.au/2013/10/lonsec-milliman-forms-industry-panel-retirement/ https://www.adviservoice.com.au/2013/10/lonsec-milliman-forms-industry-panel-retirement/#respond Sun, 27 Oct 2013 20:45:45 +0000 https://adviservoice.com.au/?p=26093 Lonsec and Milliman form panel to assist advisers.

Lonsec and Milliman form panel to assist advisers.

Investment research house Lonsec Research (Lonsec) together with global actuarial and consulting firm Milliman have formed an industry panel consisting of six financial product providers to assist financial planners navigate through the complex issues relating to investing in retirement.

BT Investment Management, Colonial First State, Macquarie, Metlife, MLC and Plato Investment Management, have joined forces with Lonsec and Milliman to participate on the industry panel, which aims to provide financial planners with thought leadership on a variety of topics relevant to constructing portfolios in retirement.

The establishment of the industry panel follows the recent launch of Lonsec Retire. 

a collaboration between Lonsec and Milliman aimed at providing financial planners with a central access point for the latest thinking and practical portfolio solutions to assist financial planners in meeting the investment needs of retirees.

Lukasz de Pourbaix, General Manager – Lonsec Investment Consulting, said the selection process for the industry panel considered a number of factors including a proven commitment to addressing the investment challenges facing retirees and the necessary resources and ability to provide a diverse range of views in relation to retirement issues. “We are very pleased with the positive response we have had to the industry panel from subscribers to Lonsec Retire. We believe that the calibre and diversity of the selected panel members is a further endorsement of the path we have chosen to take.”

Wade Matterson, Practice Leader at Milliman said that “retirement is a significant issue domestically and globally and therefore requires a broad industry approach to tackling the challenges facing retirees. The formation of an industry panel is a step in this direction and will add a valuable resource for advisers in the retirement space”.

Financial planners will be able to access the industry panel thought material via the Lonsec Retire website on a subscription basis.

The website offers an extensive service across three advice modules – Research, Solutions and Industry Panel – providing white papers and detailed research on topics such as longevity risk, the politics of pensions and sequencing risk.

]]> Lonsec and Milliman form panel to assist advisers.

Lonsec and Milliman form panel to assist advisers.

Investment research house Lonsec Research (Lonsec) together with global actuarial and consulting firm Milliman have formed an industry panel consisting of six financial product providers to assist financial planners navigate through the complex issues relating to investing in retirement.

BT Investment Management, Colonial First State, Macquarie, Metlife, MLC and Plato Investment Management, have joined forces with Lonsec and Milliman to participate on the industry panel, which aims to provide financial planners with thought leadership on a variety of topics relevant to constructing portfolios in retirement.

The establishment of the industry panel follows the recent launch of Lonsec Retire. 

a collaboration between Lonsec and Milliman aimed at providing financial planners with a central access point for the latest thinking and practical portfolio solutions to assist financial planners in meeting the investment needs of retirees.

Lukasz de Pourbaix, General Manager – Lonsec Investment Consulting, said the selection process for the industry panel considered a number of factors including a proven commitment to addressing the investment challenges facing retirees and the necessary resources and ability to provide a diverse range of views in relation to retirement issues. “We are very pleased with the positive response we have had to the industry panel from subscribers to Lonsec Retire. We believe that the calibre and diversity of the selected panel members is a further endorsement of the path we have chosen to take.”

Wade Matterson, Practice Leader at Milliman said that “retirement is a significant issue domestically and globally and therefore requires a broad industry approach to tackling the challenges facing retirees. The formation of an industry panel is a step in this direction and will add a valuable resource for advisers in the retirement space”.

Financial planners will be able to access the industry panel thought material via the Lonsec Retire website on a subscription basis.

The website offers an extensive service across three advice modules – Research, Solutions and Industry Panel – providing white papers and detailed research on topics such as longevity risk, the politics of pensions and sequencing risk.

The post Lonsec & Milliman Forms Industry Panel for Retirement appeared first on AdviserVoice.

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