Overview – Tuesday – March 31

8:30am – 9:00am

REGISTRATION

9:00am – 9:05am

WELCOME TO COUNTRY

9:05am – 9:10am

INTRODUCTION

9:10am – 9:55am

OVER THE POLICY HORIZON

The Productivity Commission has started the journey on understanding how the system is placed to deliver sustainable retirement incomes. This session covers how to deliver clear objectives that cater to diverse circumstances of retirees rather than piecemeal change. We also look at the introduction of a regulated code of ethics for advisors, the construct of default retirement products and a review of escalating the SG.

Nick Callil

Head of retirement solutions, Australia, Willis Towers Watson

Dante De Gori

Chief executive, Financial Planning Association

Hon Jane Hume

Assistant minister for superannuation, financial services and financial technology

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

9:55am – 10:35am

INTERNATIONAL PENSION STUDY: A FIRE SIDE CONVERSATION

Australia is often lauded for its world-class accumulated focused superannuation system. But unfortunately, the same cannot be said about its retirement solution. This session will discuss the recent International Centre for Pension Management’s ‘From MySuper to MyRetirement’ report and what the Australian retirement industry can learn from around the world.

Andre Snellen

Employer chair, Pensioenfonds Detailhandel

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

10:35am – 11:00am

MORNING TEA

11:00am – 11:35am

RETIREMENT POLICY AND THE ECONOMIC ENVIRONMENT

Superannuation is a key part of retirement incomes policy – but just one part. In this keynote we discuss, what are the purposes of this system? When we talk about an “adequate” retirement income, what do we mean? Is the Australian system delivering enough income retirement, and will it be able to do so in future?

John Daley

Chief executive officer, Grattan Institute

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

11:35am – 12:15pm

WORKING TOGETHER TO IMPROVE ADEQUACY IN RETIREMENT

Australia has a world class accumulation superannuation system but with considerable imbalance across gender, employment type and education. Drawing from superannuation funds, professional advisors and consultants, this session will explore what can be done to promote education, adoption of good habits and sharing of knowledge so there is dignity in retirement for all Australians.

Louise Aracas

Senior product manager, retirement, AustralianSuper

Lara Bourguignon

Managing director superannuation, retirement and platforms, AMP

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

12:15pm – 12:45pm

UNDERSTANDING THE FLAW OF AVERAGES

We're obsessed with averages. What does the 'average' retiree look like? What experiences does the 'average' retirement provide? What's the 'average' return needed to fund an 'average' retirement? How long does the 'average' retiree live? What is the reality of planning for the average? This session discusses individualised retirement advice and the appropriate strategies to use.

Jacqui Lennon

Head of product and customer experience, Allianz Retire+

Chair

Amanda White

Director of institutional content and editor of top1000funds.com, Conexus Financial

12:45pm – 1:45pm

LUNCH

1:45pm – 2:20pm

SOLVING THE RETIREMENT RIDDLE: INSIGHTS FROM ADVISORS

With retirees having concerns around asset allocation, sequencing risk and longevity risks, what role will quality financial advice have to play in educating and supporting households? This session leverages recent research and the experience of a range of financial advisors.

Mark Connell

Managing director, Up Wealth Management

Chair

Tim Steele

Group executive, retirement and investment solutions, MLC Wealth

2:20pm – 3:10pm

PORTFOLIO CONSTRUCTION IN RETIREMENT

The global macroeconomic environment is different to a generation ago. With cash rates close to zero, and debt instruments diminishing in both yield and defensive characteristics, it is becoming harder than ever to construct income portfolios for retirees.

Ben Kirby

Co-head of investments, co portfolio manager income investment builder and co portfolio manager developing world, Thornburg

Veronica Klaus

Head of investment consulting, Lonsec Research

Stephen Thompson

Portfolio manager, endowment fund, Cooper Investors

Chair

Alex Proimos

Head of institutional content, domestic, Conexus Financial

3:10pm – 3:30pm

AFTERNOON TEA

3:30pm – 4:15pm

RUNNING A DECUMULATION PORTFOLIO

Dispersion of opinion remains alive and well on the topic of how best to approach accumulation vs decumulation investing, but how different are these two regimes in reality? What does a decumulation investment process look like?  Furthermore, what does a decumulation process look like in a defined contribution regime, and in a guaranteed regime?  What are the perils, the assumptions, and the impossibilities, all of which need to be balanced? This is a practitioner’s discussion on the realities of running a portfolio with structural decumulation.

Conexus Institute: Retirement income review

Jacki Ellis

Portfolio manager retirement strategies, First State Super

Chris Plater

Chief executive and chief investment officer, Life, Challenger

Charles Wu

Deputy chief investment officer and general manager DC investments, State Super

Chair

David Bell

Executive director, Conexus Institute

4:15pm – 4:35pm

HAPPY AGEING: LIFELONG HEALTH, WELLBEING AND CONTENTMENT

How de ensure a happy retirement for all Australians? How can we predict people who will age happily? This session will dispel certain myths and draw on research from the Blue Zones, a Harvard longitudinal study and the works of Ellen Langer and George Vaillant. The conversation will traverse topics spanning mental health, diet and exercise, alcoholism and the impact of community and purpose.

Nicolette Rubinsztein

Chair of insurance committee, UniSuper

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

4:35pm – 5:00pm

WORKING TO 90: ‘RETIREMENT IS BS’

Retirement is a recent phenomenon in history and has acquired several preconceptions around a typical experience. This thought-provoking session explores the reality of ageing in the 21st century and the contemporary needs of members. After this session the question has to be asked, what will we call this conference next year?

Paul Gordon

Principal consultant, Aon Hewitt Australia

Chair

Laurence Parker-Brown

Institutional content producer, Conexus Financial

5:00pm

DRINKS AND CANAPES