Retirement

Clients can be fickle, so you must be diligent

A leading SMSF specialist says that advisers need to think carefully about pension strategies and succession plans, because clients change their mind 'like they change their underpants'.

Tahn SharpeFebruary 15, 2019

Retirement

We’re looking at retirement through the wrong lens

AustralianSuper’s Eraj Ghafoori says his Retirement Confidence Index goes past financial indicators and looks at the behavioural tendencies that guide the way people think about retirement.

Tahn SharpeFebruary 15, 2019

Retirement

The perils of a retirement sea change

Author Noel Whittaker says retirees looking to downsize and uproot their lives for an idyllic new chapter need to stop and consider what they’re leaving behind.

Tahn SharpeNovember 30, 2018

Retirement

Life in the decumulation lane

Longevity insurance, safety in case of bad investment outcomes, and growth are the three points of focus for advisers when it comes to setting a strategy for the drawdown phase.

Jessica SierNovember 23, 2018