Schedule

08:30am - 08:50am

Registration

08:50am - 08:55am

Welcome and opening comments

08:55am - 09:35am

The growing need for retirement solutions

This session will examine the needs and focus for Australians retiring over the next 20 years, addressing the solutions needed to provide for a long-term viable process to offset the longevity risk. It will explore the emerging needs and the changing role of ...

09:30am - 10:10am

Enough excuses

In a presentation that presents a call to action, this session argues that pension funds’ business models need to evolve or they won’t survive as members retire.

10:10am - 10:40am

Morning tea

10:40am - 11:25am

The rules have changed. So should your perspective on risk

Expectations for sustained slow economic growth and continued market volatility signal a time to manage risk proactively rather than merely react to it. Now, perhaps more than in the past, risk and return are joined in a way that completely changes the rules ...

11:25am - 12:05pm

Revisiting the asset allocation decision for added member value

Can segmenting your member base add value and how do you begin to implement such a strategy? This session will present scenario analysis conducted on a number of superannuation strategies incorporating member characteristics.

12:05pm - 12:45pm

Retirement income and member advice - no silver bullet solution

Advice plays an integral part of the next phase of fund implementation of post-retirement solutions. This session examines the framework that funds will need to have in place in order to effectively link engagement, advice and products in order to deliver ...

12:45pm - 01:45pm

Lunch

01:45pm - 02:25pm

Welcome to the new regime

This QSuper case study will review the philosophical and practical elements the fund went through with its board, including a back-to-basics look at the purpose of superannuation, to arrive at its lifecycle approach to tailoring members’ investment ...

02:25pm - 02:55pm

Towers Watson research

Latest Towers Watson research examining the retirement income risks, options and investment strategies

02:55pm - 03:25pm

Adapting portfolio management for the optimal post-retirement solution

Post-retirement solutions driven off existing pre-retirement approaches are not appropriate given the degree of volatility and the path-dependent nature of investors in the drawdown phase. This session will tackle the need for more objective-based ...

03:25pm - 03:55pm

Afternoon tea

03:55pm - 04:45pm

The advice platform - AustralianSuper/Godfrey Pembroke case study

The retail advisory market is dynamic and evolving. This session will examine how retail advice can be applied to not-for-profit funds by exploring the AustralianSuper experience, which among other things includes trustee sign off if the advice given is to ...

04:45pm - 05:30pm

Discussion panel

What are the next steps to grow the market – regulation, new product, support from the industry, change management.

05:30pm - 06:30pm

Conference close