At Allianz Retire+, we know there’s a growing need for innovative solutions that provide access to sustainable retirement income.

 

Australia’s demographics are shifting. The products and strategies that retirees have relied on for decades need to be optimised for a future where people are living longer.

The investment strategies and products that have served so well in accruing assets via super don’t necessarily provide the kind of financial certainty Australians expect for their retirement years.

We have listened to the concerns of our clients and advice firms and have collaborated with leading platform provider HUB24 to launch Allianz Guaranteed Income for Life (AGILE) on the HUB24 platform November 2023.

This is an exciting development for advisers and clients, and represents a big step forward in accessibility and quality of retirement income solutions. Advice businesses can now seamlessly move through all the different phases in the client lifecycle – from pre-retirement (accumulation) to retirement (decumulation).

In this video, Justine Marquet, Head of Technical Services at Allianz Retire+ and Melanie Dunn, Principal at Accurium, answer some key questions around how these solutions work and differ from the past and importantly what testing has been done to ensure they help achieve income outcomes in retirement.

 

 

0:00 Introduction with Greg Hansen
1:28 About Allianz Guaranteed Income for Life (AGILE)
3:06 How AGILE works
4:34 Accurium and their insights into retirement
5:17 What risks in retirement should advisers be aware of and how best can they communicate these with clients?
8:13 How does Allianz Retire+ ensure choice and flexibility for advisers when it comes to retirement planning
12:39 Recent Accurium research having a look at how an allocation to AGILE can improve retirement income outcomes for clients.
14:57 How AGILE fits in a client’s portfolio and how it can be used
16:20 What tools and resources are available to help advisers and their clients.
17:40 How can advisers learn more about AGILE and its application?

 

Allianz Retire+ is a registered business name of Allianz Australia Life Insurance Limited ABN 27 076 033 782, AFSL 296559 and is the issuer of AGILE. Any advice provided in this material does not take into account your objectives, financial situation or needs. Prior to making an investment decision, you should read and consider the AGILE PDS (including about the guarantee) and TMD which are available on our website www.allianzretireplus.com.au. PIMCO provides investment management and other support services to Allianz Retire+ but is not responsible for the performance of any Allianz Retire+ product, or any other product or service promoted or supplied by Allianz. Use of the POWERED BY PIMCO trademark, or any other use of the PIMCO name, is not a recommendation of any particular security, strategy or investment product.