Insights & news

Retirement

Fears and expectations

For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. And while the new-found status of “retiree” sits well with some, for others it’s a different story. It all depends on how smoothly the transition into retirement progresses. There are, in fact, a range of financial, emotional and psychological fears that are often linked to retirement – for good reason.

15 February 2021 | Fidelity International
Building better retirement futures

Building better retirement futures

Australia has reached a critical juncture where the bulk of superannuation assets sits in the hands of people aged over 50, and traditional portfolio construction approaches need to evolve to meet their financial needs. To help financial advisers develop investment approaches that meet the specific needs of their retiree clients, we've developed a research paper “Building Better Retirement Futures”, in conjunction with the FPA and CoreData. The paper outlines some of the key financial issues and considerations specific to retirees and helps advisers design the best strategies for post-retirement decumulation.

07 January 2021 | Fidelity International
The value of advice

The value of advice

The mental health, family life and physical health of a large proportion of Australians are being adversely affected by financial issues. In our recent report, ‘The Value of Advice’ we surveyed 2,000 Australians, to take a pulse of Australia’s financial and overall wellbeing and highlight the positive impacts of financial advice beyond potential monetary gains. Read it here.

29 January 2020 | Fidelity International
Meeting the needs of future retirees.

Meeting the needs of future retirees.

 With Australians living longer and the cash rate at an unprecedented low it's obvious that a fundamental shift in the investment strategies offered to Australians will be required to meet the needs of future retirees.

23 January 2020 | Richard Dinham
The future of retirement won't be a cliff-edge goodbye to work

The future of retirement won't be a cliff-edge goodbye to work

Imagine a baby is born in Europe at the very moment you finish this article. That child can expect to live for two minutes longer than one born as you finish this sentence. Increasing lifespans threaten to topple the current pensions model. But, then again, maybe it’s time for a change.

14 January 2019 | Fidelity International
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