Bringing together the greatest minds in retirement

Date June 23rd 2017
Author Lonsec Research
Category News

Lonsec Research announces new Industry Panel members

Lonsec Research is excited to announce the inclusion of Challenger as a new member of the Lonsec Retire Industry Panel, joining existing members AB, BT, Invesco Australia, Investors Mutual Limited, State Street Global Advisers and Plato.

The purpose of the Industry Panel is to bring together the leading experts of the retirement industry to provide financial advisers with a leading source of insights to enhance retirement advice and solutions.

“The Industry Panel already includes some illustrious names, but with the inclusion of Challenger, financial advisers are now getting access to an even deeper and diverse source of ideas,” said Veronica Klaus, General Manager of Investment Consulting at Lonsec Research.
“We wanted to bring together the wisest heads we could find from the retirement industry, both in Australia and around the world. The aim is to provide a single source of expert analysis and insights on the key retirement issues facing investors, and Challenger will be a key voice given their experience and position in the market.”

The Industry Panel is an initiative of Lonsec Retire – a collaboration between Lonsec and global actuary Milliman, leveraging the combined financial intelligence and investment expertise of both organisations.

“More than ever, Lonsec Retire is focused on the practical applications of retirement insights and how financial advisers can use these to create implementable solutions,” said Ms Klaus. “This will be the major theme of our upcoming Retirement Symposium event in August.”

“The global presence and expertise offered by our partners provides financial advisers and other decision makers with a deeper understanding of the key trends and challenges relating to retirement. We have a panel of diverse yet equally outstanding partners who will continue to provide real value to the advice industry.”





IMPORTANT NOTICE: This document is published by Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL 421 445 (Lonsec).
Please read the following before making any investment decision about any financial product mentioned in this document.
Warnings: Lonsec reserves the right to withdraw this document at any time and assumes no obligation to update this document after the date of publication. Past performance is not a reliable indicator of future performance. Any express or implied recommendation, rating, or advice presented in this document is a “class service” (as defined in the Financial Advisers Act 2008 (NZ)) or limited to “general advice” (as defined in the Corporations Act (C'th)) and based solely on consideration of data or the investment merits of the financial product(s) alone, without taking into account the investment objectives, financial situation and particular needs (“financial circumstances”) of any particular person.
Warnings and Disclosure in relation to particular financial products: If our general advice relates to the acquisition or possible acquisition or disposal or possible disposal of particular classes of assets or financial product(s), before making any decision the reader should obtain and consider more information, including the Investment Statement or Product Disclosure Statement and, where relevant, refer to Lonsec’s full research report for each financial product, including the disclosure notice. The reader must also consider whether it is personally appropriate in light of his or her financial circumstances or should seek further advice on its appropriateness. It is not a “personalised service” (as defined in the Financial Advisers Act 2008 (NZ)) and does not constitute a recommendation to purchase, hold, redeem or sell any financial product(s), and the reader should seek independent financial advice before investing in any financial product. Lonsec may receive a fee from Fund Manager or Product Issuer (s) for reviewing and rating individual financial product(s), using comprehensive and objective criteria. Lonsec may also receive fees from the Fund Manager or Financial Product Issuer (s) for subscribing to investment research content and services provided by Lonsec.
Disclaimer: This document is for the exclusive use of the person to whom it is provided by Lonsec and must not be used or relied upon by any other person. No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document, which is drawn from public information not verified by Lonsec. Conclusions, ratings and advice are reasonably held at the time of completion but subject to change without notice. Lonsec assumes no obligation to update this document following publication. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error, inaccuracy, misstatement or omission, or any loss suffered through relying on the information.

« Back