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Retirement Solutions

Data & insights

Retirement solutions

The future development of appropriate retirement and advice solutions will require an ability to understand the client, analyse their circumstances and deploy appropriate strategies to help them meet their goals. Working within changing economic, financial and regulatory frameworks, we are specialists in wealth management and retirement, partnering with organisations of all size to address and distil complex financial issues into clear outcomes.

Overview

Milliman data & insights solutions

Data & insights

We focus upon clear evidence-based insights that empower our clients with an understanding of consumer needs and behaviours. This lets the organisations we partner with execute specific wealth management and retirement strategies that meet the complex needs of our customers. We empower financial advice through providing advisers and their clients with the necessary evidence to support their planning and understanding of retirement lifestyles.

Retirement Expectations and Spending Profiles (ESP)

Retirement ESP sets a new standard for understanding the spending patterns of retirees and quantifying the level of savings they need to support their lifestyle.

Milliman Goals Based Advice Platform

Milliman Goals Based Advice Platform is a centralised, cloud-based solution capable of delivering an enterprise calculation capability that provides comprehensive and holistic insights into the future financial position of individuals and family groups.

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Insight

Milliman data & insights

Article

Analysis: Retirees’ spending falls faster than expected into old age

The financial services industry may have underestimated the dramatic falloff in retiree spending as retirees age, according to a Milliman analysis of real-world expenditure data.

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Article

Research: Falling retirement spend driven by behaviour, not declining income

Retirees’ age is just as strong an indicator of behaviour as income level.

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Article

Surprising new research reveals the majority of Australian retirees spend less than the Government Age Pension

More than half of Australian retirees are spending less than the Age Pension each year, raising significant questions about current retirement policy and super fund strategies, according to new research.

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Article

Member outcomes: Know thy fund

How do you produce a business plan, or compare your fund to another, without first knowing whether a fund stands on its own two feet for its own members?

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