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The Evolution of the Self-Managed Super Fund

The Evolution of the Self-Managed Super Fund

2 September 2016

Manny Kastellas How technology is enabling financial advisors to achieve true control, diversification and risk mitigation for Self-Managed Super Fund (SMSF) trustees. Despite the best of intentions, many self-managed super funds (SMSFs) have largely failed to deliver on the original promise of greater choice and control over how their superannuation monies are invested. Traditionally, the typical asset... MORE

The die is cast – why workplace LISA is inevitable

The die is cast – why workplace LISA is inevitable

4 April 2016

The pre-Budget hype around pensions tax relief that turned into pre-Budget warnings not to expect anything radical made for an interesting couple of weeks. I won’t dwell on the already dissected detail; I’m more interested in the direction of travel and what it means for investors. Mr Osborne repeatedly stated that it was a Budget... MORE

Should employers have a role in advice?

Should employers have a role in advice?

15 March 2016

Pension freedom has created a greater need for at retirement advice, but consumers also have pressing advice needs around reducing debt and protecting their families. Employers provide a pension, but can they play a role in advice too? What about other areas of financial planning, can employers be expected to take the load? The Treasury... MORE

Bravura Solutions’ superannuation poll – system modernisation a key enabler to great digital experiences for members

Bravura Solutions’ superannuation poll – system modernisation a key enabler to great digital experiences for members

15 March 2016

Daryl Wright Bravura Solutions recently conducted a poll with superannuation industry participants to gauge the state of play at the intersect of superannuation, innovation and technology. It is fair to say, from the results, that market participants understand the link between an ability to innovate and the technology systems they have available to execute such innovations. Most... MORE

Greater choice as super funds redefine operating models

Greater choice as super funds redefine operating models

2 March 2016

John Burke While rapidly evolving technology and consumer trends are pushing super funds to respond to changing member demands, many are struggling to meet these expectations due to legacy technology limitations. Interestingly, this market pressure is opening up alternative ways for funds to go about their business, delight their customers and compete effectively in a shrinking market.... MORE

Retirement income market changes and why providers must step up

Retirement income market changes and why providers must step up

28 January 2016

Despite all the hype before 6th April 2015 (how can we forget the commentary on pensioners cashing in their pensions and buying Lamborghinis?), we are now starting to see strong themes emerging in the market post pension freedoms. ABI data published in November 2015 reveals that investors have withdrawn £4.7billion since April 2015 and are... MORE

All change please: successful technology migration

All change please: successful technology migration

11 January 2016

Stephen Fice, Head of Operations for Bravura Solutions’ Global Transfer Agency business, examines the commercial drivers for technology migration.  He shares his insight into how to manage the winning formula of achieving a quick and manageable transition. Technology migration projects are sometimes viewed as a major undertaking fraught with risk and uncertainty. However, there comes... MORE

Robo Advice – Is the tail wagging the dog?

Robo Advice – Is the tail wagging the dog?

14 December 2015

Another day, another Robo Advice headline. It’s a human truth: we love to dissect a new trend and debate its merits. Internet communication amplifies this and we risk developing a distorted view of priorities; in particular, how to fill the growing mass-market advice gap. Here’s some context: type in Robo Advice and Google returns over... MORE

Super funds move investment management in-house

Super funds move investment management in-house

25 November 2015

Daryl Wright In a superannuation landscape where downward pressure on fees is a constant challenge, an increasing number of funds are seeking to gain a competitive edge by bringing parts of their investment management in-house. Traditionally, Australian super schemes have engaged specialist fund managers to manage money on their behalf across a range of asset classes –... MORE

A spotlight on efficiency brings opportunity for TPAs

A spotlight on efficiency brings opportunity for TPAs

9 November 2015

Tony Collins Rapid technology evolution, shifting demographics and empowered consumers are trends well documented in academic and business journals alike. But what do they mean for the transfer agency (TA) sector? To an established market, it may well feel as though the natural order is turning on its head. Fund managers and advisers are launching robo-advice propositions... MORE