This workstream investigates the characteristics of a mature retirement income system, how Australia’s system compares and the current experience of Australian retirees; the challenges in ensuring adequate and sustainable incomes in retirement including investment and planning issues in developing solutions to meet the diverse needs and circumstances of retirees; lessons from behavioural finance for policy makers, regulators, super funds financial planners and product providers to assist members in achieving their retirement income goals; and the state of current policy development and industry thinking around possible legislative frameworks to support the development to the post retirement market.

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Work stream Participants 2015-16:

  • Chair – Patricia Pascuzzo, CSRI
  • Hazel Bateman, CEPAR
  • Tony Bofinger, Challenger
  • Nick Callil, Willis Towers Watson
  • David Cox, Challenger
  • Maureen Daley
  • Suzanne Doyle, StatePlus
  • Phil Gallagher, Industry Super Australia
  • Mike Keating – CSRI
  • David Knox – Mercer
  • Graham Lennon – Dimensional
  • Zac May – Industry Super Australia
  • Michael Monaghan – StatePlus
  • John Piggott, CEPAR
  • Martin Stevenson – First State Super
  • Ruth Stringer – King & Wood Mallesons
  • Darren Wickham – TAL
  • Nadine Wilmot
  • Ian Yates – COTA

On 15 April 2016, CSRI held a Post Retirement Roundtable in collaboration with StatePlus.
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