Insights & news

Retirement

Retirement: The now and the then

More Australians are moving away from the dream of early retirement with pre-retirees planning to work longer after the age of 67, according to our new report ‘Retirement: The now and the then’.

The research was undertaken to help financial planners better understand their clients’ views on retirement and their main drivers of life satisfaction. It also looks at the evolving role of the financial planner and implications for service offerings, advice processes and portfolio construction decisions.

02 March 2022 | Fidelity International
Navigating uncertainty in retirement

Navigating uncertainty in retirement

New research on retirement highlights the importance of financial confidence and control. Richard Dinham from Fidelity International and Jason Andriessen CFP® discuss how these insights can enhance the advice journey for retired clients.

18 February 2022 | Richard Dinham
Risk in retirement: finding the right balance

Risk in retirement: finding the right balance

For many of us, retirement means dream holidays, reading books and spending time with grandchildren. However for some Australians, the notion of enjoying their golden years after a lifetime of hard work hit a roadblock last year when COVID-19 struck, and hit economies and markets hard. Against this background, it is important to remember that retirees still need to take measured risk in order to meet their goals but they may need to plan differently than they would have in the past.

12 April 2021 | Fidelity International
Fears and expectations

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
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