Real-world examples improving Retirement outcomes
Our case studies highlight practical implementations, measurable results, and key learnings. From advisory practices to major super funds, these examples showcase the diverse applications of lifetime income strategies.
A Comfortable Retirement with Less Superannuation
This case study contrasts two retirement strategies: Mary relied solely on an account-based pension (ABP), while Colleen combined an ABP with an investment-linked annuity (ILA). Despite starting with $111,000 less in superannuation, Colleen achieved the same annual income during retirement as Mary and enjoyed higher income security in later life
DownloadThese aren’t just success stories —
they’re blueprints
Adapt and use these strategies for your own practice.
Whether you’re looking to enhance your approach to longevity risk, optimise income streams, or improve client communication around lifetime income solutions, these examples offer concrete guidance drawn from actual client experiences.
A Comfortable Retirement with Less Superannuation
Many retirees face the challenge of balancing their desire to enjoy early retirement with ensuring they have enough income for later years. Vanessa and Simon wanted a strategy that would provide financial stability while allowing them to enjoy their active years. This case study explores how their financial planner, Marie, helped them select a combination of income products to achieve a secure and sustainable retirement.
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Retirement Income for Life. An essential guide for financial advisers dedicated to
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