Events > Best Practice Series > Retirement Income > 2024
Capital access and lifetime income
Thursday, 24 October 2024
Justine Marquet
Head of Technical Services
Allianz Retire+

  • A new set of design rules in 2019 broadened the range of new and innovative retirement income streams. These solutions can help manage the competing objectives of stable income, sequencing risk, longevity risk and flexibility. Lifetime income streams that satisfy a capital access schedule, whereby specific withdrawal and death benefits are imposed, may garner favourable assets test treatment for social security purposes - but at what cost, and is it really necessary?
  • In the pursuit of favourable social security treatment and a potential uplift in Age Pension, what are some of the considerations for capital access and income?
  • In this session, we use case study analysis to highlight some of the factors that advisers should consider when seeking clarity on whether to recommend a lifetime income stream that satisfies a capital access schedule, or one allowing full access to the investment value along the way.

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