Transform Retirement Planning. Strengthen Your Practice.
Lifetime income solutions give your clients the certainty they need, and the competitive edge your practice deserves.
Leading the Evolution
in Retirement Planning
As a financial adviser, you guide your clients through one of life’s most critical transitions – retirement. With Australians living longer than ever, traditional retirement strategies need to evolve.
Our research shows that lifetime income products can significantly enhance retirement outcomes, helping you deliver more comprehensive retirement solutions while positioning yourself as a trusted expert in retirement planning.
OVER5MILLION
Australians have access to lifetime income options through their financial product providers.
Lifetime income
MATTERS FOR YOUR CLIENTS
ELIMINATE THE RISK OF OUTLIVING YOUR SAVING
Ensure your clients have income for life, no matter how long they live.
MORE SPENDING CONFIDENCE
Clients don’t need to hoard savings for the unknown
—they can spend with greater confidence
COMPLMEMENTS EXISTING STRATEGIES
Works alongside account-based pensions, super withdrawals, and other income streams.
NEW VIDEO SERIES FOR FINANCIAL ADVISERS
Are your clients prepared to live longer than expected?
Longevity risk is changing the way we need to think about retirement planning.
Join David Orford as he explores the assumptions, risks and practical decisions facing financial advisers in this nine-part video series.
LONGEVITY & PRACTICE GROWTH
Better Client
Outcomes
- Help clients understand the risk of living longer than expected
- Make more informed retirement decisions using evidence-based research
- Build retirement strategies that support income and confidence throughout retirement
Differentiate
Your Practice
- Build your expertise in longevity risk and lifetime income solutions
- Bring new insights and options to retirement planning conversations
- Demonstrate your value through more informed, personalised advice
Deliver High-Value
Ongoing Services
- Review retirement strategies as clients’ circumstances and needs change
- Use research and practical tools to support ongoing advice conversations
- Help clients adapt their income strategies throughout retirement
Retirement Income for Life
Solving the longevity equation
A practical guide for financial planners navigating the challenges of longer retirements. Drawing on research and real-world case studies, the book explores retirement income options and strategies to help clients plan with greater confidence.
Curious to see what’s inside?
Get a free case study from the book →
Longevity + PRACTICE GROWTH
This book is an essential guide for financial planners dedicated to helping clients build a secure retirement income strategy. It expertly addresses the challenges of rising life expectancy, providing strategic insights to ensure a confident and fulfilling retirement.
Balancing client retirement lifestyle expectations with the range of retirement income options available in the Australian market, the guide takes a practical approach, offering actionable steps to implement key principles. Real-world case studies bring these concepts to life, showcasing successful strategies that financial planners can readily apply.
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“Retirement planning in Australia has entered a new world. I recommend the book to everyone who wants to take advantage of the new possibilities for the benefit of their clients.”
DR ANTHONY ASHER Associate Professor, UNSW
Ready to Take the Lead?
Don’t wait for your clients or competitors to outpace you.
Optimum Pensions helps you learn about changes in the retirement product market. With 15 providers now offering longevity product solutions in Australia, find the tools, training, and support you need to navigate this evolving landscape.
- Address client questions with evidence-based insights
- Challenge common misconceptions with facts
- Guide informed decision-making aligned with client goals
- Support compliance and best interest duties
- Enhance your value proposition
Stay compliant, understand the full range of solutions available and learn from real-world examples.
Take the Longevity Challenge
Research shows most people underestimate their longevity by 5-10 years. Use our Lifespan Calculator to access evidence-based projections and have more informed discussions about retirement planning.
