At Allianz Retire+, we pride ourselves on being the retirement risk specialist. By leveraging our trusted, AA- rated global network and world-class investment expertise, we create market-leading solutions that enable our partners to confidently solve for their long-term obligations.
We leverage the combined skill set of two global leaders
Allianz offers a wide range of insurance and fund products to over 100 million customers in more than 70 countries, with most markets served by local Allianz companies.
customers all over the world
serviced across the globe
total revenue earned in 2020
Founded in 1971 and active in Australia since 1997, PIMCO is one of the world's premier fixed income investment managers.
global investment professionals
globally throughout the Americas, Europe and Asia
US $2.21 trillion
assets under management as of 31 December 2020
'We've been delivering financial stability and security for over 130 years.'
Our long-term commitment
Allianz Retire+ combines a unique heritage, financial stability and long-term global commitment to ensure our retirement solutions last a lifetime; and evolve with our partners needs.
As one of the world's largest insurers, we have a long track record in offering our partners financial security, confidence and risk mitigation.
In fact, we're one of the world’s largest insurers with a proud 130 year history, providing support to over 100 million customers across 70 countries.
Unrivalled scale + innovation expertise
By combining the Group's proven track record in delivering leading retirement solutions globally, with our local presence and market intelligence, we offer our partners intelligent solutions across the pre-and post-retirement investment cycle.
Our sheer scale and innovation expertise enables us to design risk solutions that can complement existing capabilities; and deliver long-term results.
Driving innovation within the retirement sector
The Allianz Retire+ Retirement & Ageing Advisory Panel brings together respected experts from across the super, aged care and retirement industry to explore the latest retirement trends and developments; enabling collaborative dialogue to really help drive innovation within the retirement sector.
The panel will initially focus on upcoming policy reforms, specifically, advancing retirement strategy to meet the needs of Australians in retirement; and member retention.
Adrian has over 28 years of executive experience in financial services particularly across investment management, product development and distribution. Having founded Allianz Retire+, he has served as a Board Member since 2018. Prior roles include Head of Client Management, Asia Pacific ex-Japan and Head of Australia and New Zealand at PIMCO.
Sally is an experienced executive and company director, with expertise in health, aged care and financial services. She currently serves on the Boards of Healius Limited, Oceania Healthcare, Ingenia Communities, Allianz Retire+ and Rest, is a member of the Aged Care Quality & Safety Commission Advisory Committee and was a member of the Australian Government’s Aged Care Financing Authority from 2012 to 2015.
Geoff is an experienced leader in the Financial Services industry. With over thirty years working across the industry, Geoff has a proven track record in transforming and sustainably growing businesses. As the former CEO of MLC reporting to the NAB CEO and Board. Geoff established an experienced executive team to successfully modernise and separate MLC from NAB.
With over 40 years’ experience in the superannuation and actuarial sectors, Kevin is highly regarded throughout the Australian financial services industry as an expert in superannuation fund design and management. Kevin was responsible for developing, leading and implementing UniSuper’s corporate strategy and culture and was accountable for the overall services and operational management of UniSuper.
David has over 30 years experience in the superannuation and funds management industry providing assurance, fund merger, strategic planning and other advisory services to superannuation funds and fund managers. He is a Fellow of the Institute of Chartered Accountants in Australia, Chair of the Finance, Audit and Risk Committee for AIST and has previously chaired the ICAA Superannuation Taskforce.
Joanna is an investment professional who has worked in the investment and superannuation industry for over 30 years. With experience initially managing assets in London and then Sydney, her career has progressed to senior leadership roles providing strategic input to the development of a business. Joanna was CEO of FEAL from late 2013 until late 2022. In this role she was instrumental in growing FEAL’s role of supporting the professional development of superannuation fund executives..
Fintan previously led the Allianz Retire+ institutional business and was Head of Superannuation at Colonial First State and prior, Head of Strategy & Implementation and Head of Employee Superannuation at the Commonwealth Bank. He is currently a Non-Executive Director, Chairman of the Asset & Liability Committee and member of the Audit Committee and Risk Committee for CBHS Health Fund.
Helping address your members' needs
Our proprietary retiree insights, technical intelligence, tools and member education is designed to support our partners in preparing their Members for a retirement with greater confidence and certainty.
Here are just a few of our recent insights, market intelligence and findings from our research studies.
Product innovation can improve longevity risk
With the Retirement Income Covenant set to come, super funds need to consider more innovative investment options to deliver greater income confidence to retired members.
How To Handle Longevity Risk For Retirees
Simon Aboud, chief product and marketing officer at Allianz Retire+, joins the SMSF Adviser Show to talk about retirement income solutions.
How Providing Clients Certainty Helps Build Confidence
Simon Aboud and Ensombl explores the worries retirees have when entering retirement and highlights the critical role of advisors in offering clients certainty about their goals and the confidence they can accomplish them.