The realities of designing and implementing better member retirement solutions at scale

The combined ASIC and APRA review of retirement income strategies is putting the spotlight on superfunds and how they are helping members to achieve better retirement outcomes.

Most members need help moving from saving to spending, but the question is how to help members at scale. With an estimated $225bn of members’ money potentially paying unnecessary tax on earnings, this alone shows there are tangible benefits to members moving into an improved retirement income strategy that could deliver the highest possible income to each member.

Targeted at fund executives, we held an educational panellist session over lunch to explore the realities of designing and implementing better retirement solutions for members in retirement.

The panel of industry experts reflected on the importance of merging product with member engagement and shared their thoughts on providing members financial guidance as the basis for a successful execution. 

Andrew Baker, Global Head of Strategy and Corporate Services, Ignition Advice
Andrew has 35 years’ wealth industry experience, he has worked in asset management, platforms, pensions, and advice, in roles spanning strategy, products, and marketing as a senior executive, consultant, and director. Andrew joined Ignition Advice in 2021 as Senior Adviser to guide the development of the firm’s strategy and was heavily involved in the Quality of Advice Review.

Adrian Gervasoni, Executive Manager – Advice Solutions, Industry Fund Services
Adrian is responsible for managing and growing IFS’ financial advice business encompassing Licensee services, thought leadership and Financial Advice strategy. Adrian has been working within the financial planning industry for more than 15 years for organisations in both the retail and profit for member sector and has held a broad range of superannuation leadership roles.

Jean-Luc Ambrosi, Chief Experience Officer, CareSuper
Jean-Luc is an award-winning marketer who builds successful customer engagement strategies, digital transformations and meaningful brands in the Australian superannuation landscape. He has earned his reputation by delivering exceptional results with a demonstrated track record as a marketing and customer strategist, and as a leader able to drive implementation through rigorous tactical plans and meaningful innovation.
Melbourne panel only

Damian Hill, CEO, Commonwealth Superannuation Corporation
Prior to CSC, Damian was CEO at REST Industry Super for over 11 years, after joining REST in 1999 as Administration Manager. Damian has over 30 years’ experience across superannuation and life insurance industries. During his time at REST, it was acknowledged as one of the best performing funds in the industry delivering competitive long-term returns for members.
Sydney panel only

Linda Elkins, Partner, KPMG
Linda is KPMG’s National Sector Leader for Asset and Wealth Management. Linda has a detailed understanding of stakeholder needs across the industry and through her Board and advisory positions, she has been a strong and highly respected voice for the superannuation industry.
​Linda will moderate the panel

Melbourne
DATE: Tuesday 27TH JUNE
Venue: the cluster
address: level 20, the lounge, 31 queen street

Sydney
Date: WEDNESDAY 28TH JUNE
Venue: Challenger
Address: Level 2 Conference centre, 5 martin place

Time: 12.15pm - 2.00pm (AEST)
Cost: FEAL Members: $0 & Non-members: $145 (inc GST)

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