Pathway to Better Retirement Outcomes

Research projects and submissions focused on retirement income policy and industry implementation.

Investing for retirement

Draft for comment: Investing for retirement
November 2023

Exploration of investment management’s contribution to delivering retirement outcomes, and consideration of the role of investment teams within super funds.

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Ensuring all retirees find a suitable retirement solution

Ensuring all retirees find a suitable retirement solution
August 2021

Explores the need to cater for substantial differences in the willingness and capacity of retirees to make financial decisions, and to seek financial advice.

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Final paper: Pathways for directing members into retirement solutions
November 2023

Detailed exploration of the pathways through which members could find their way to a retirement solution that is suitable for their individual needs.

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Assessing retirement income strategies… when outcomes are but a promise

Assessing retirement income strategies… when outcomes are but a promise – Thought Piece
November 2022

Looking at the importance of retirement income strategy assessment and outline of an assessment framework.

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How to Approach Quantitative Assessment of Retirement Income Strategies
June 2023

How quantitative techniques can be applied to enhance design and assessment of retirement income strategies.

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Retirement transition support that is safe by design – Thought Piece

Retirement transition support that is safe by design
October 2021

Proposing a standardised tool for retirement transition support that would be made safe by design, rather than safe by regulation.

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Retirement Income Covenant – Submission

Retirement Income Covenant – Submission
August 2021

Submission with constructive suggestions for improving the Retirement Income Covenant and some additional reflections on retirement income policy.

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Retirement Income Covenant (Exposure Draft): Submission
October 2021

Submission supportive of Retirement Income Covenant while identifying some of the important next-steps for retirement income policy.

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