Historically low interest rates, a restricted outlook on growth, increased market volatility and longer life expectancies mean many of our existing retirement strategies and solutions are dangerously ineffective or obsolete.
This toolkit has been created to help advisers explore, test and implement portfolios for modern-day retirees.
On-demand webinar series
Consultant Resources
Stochastic Portfolio Modelling Tool
Articles and Insights
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Increase confidence in retirement
Planning to higher confidence levels can result in safer and more robust financial plans, and more confident and satisfied clients.
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The flaw of averages
The idea of an ‘average’ retiree is a myth – so why base a financial plan on average life expectancies and returns?
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Conquering retirees’ fear of running out of money
You can’t necessarily control when you retire. When you retire can have a significant impact on how long your retirement portfolio will last. Learn why mitigating sequencing risk in retirement portfolios is critical, especially for your most vulnerable clients.
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The new frontier for retirement portfolios
Retirement portfolios should be different from accumulation portfolios because retiree needs and risks are different.
Future Safe explainer video
“…They just want to know that their money's safe and they don't have to worry about it.”