Committed to supporting financial advisers with retirement income insights and research.

Whitepapers and Research Reports

We have produced a number of adviser whitepapers and research reports designed to help you understand the evolving retirement landscape so you can better serve your clients. 

A Necessary Shift: The Future of Retirement Solutions in Australia

An informative paper designed to outline the demographic trends that underpin the looming regime shift as well as the unique risks, planning strategies and next-generation retirement products destined to define super success in the looming era of decumulation

The Retirement Income Imperative: Transform retirement with income certainty

An informative paper designed to outline the changing demographic landscape and approach to retirement planning. In this paper, we help you understand the different options for regular income in retirement and how this can provide more certainty for your clients.

Retirement Income Products Reframed

It’s time to think differently about retirement – to challenge conventional wisdom and champion innovative income strategies that help improve outcomes for Australian retirees.

Towards a Retirement Income Philosophy

Our latest adviser research report, developed in collaboration with Ensombl, draws on the expertise of five leading advisers, providing you with an introduction to the unique challenges within retirement planning.

How do we make retirements more epic?

This comprehensive study, conducted in partnership with bestselling author and retirement educator Bec Wilson, explores how Australians are reimagining their post-work lives and what this means for retirement planning.

Research Reports

Our retirement income solution, AGILE, has received strong product ratings from leading research houses, Zenith Investment Partners and Lonsec Research. To access these reports, please click below. 
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Access the recent Zenith Research Report.
 
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Access the recent Lonsec Research Report.
 
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Any information on this website does not take into account your objectives, financial situation or needs. For personal financial advice please speak to your financial adviser. Products will be issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559.

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