CFA Society Melbourne

Lunchtime Presentation | Customisation of post-retirement

CFA Society of Melbourne Lunchtime Presentation

“Customisation of post-retirement – a future model to determine the optimal (investment, consumption and other) strategies for retirees”

How do you model and combine the large number of retirement decisions a retiree needs to make – how much to spend and consume, what asset allocation to choose, which longevity products to utilise, what is the impact on the Age Pension……what actions should or could a the retiree take and what are the trade-offs of each group of decisions. Three post-retirement investment and superannuation experts, including Paul Newfield (Towers Watson, Senior Investment Consultant) have collaborated in regard to a unique and cutting edge research project to create what they believe to be the most advanced model on these very questions for Australian retirees. This is at the cutting edge of “robo-advice” frameworks which in years to come may be used by financial planners, by superannuation fund members or by investment managers.

When: Wednesday, 21 October, 2015

Where: Goldman Sachs, Level 17, 101 Collins St, Melbourne

Time: 12.30 – 2.00pm (a light lunch will be provided)

Cost: $15 Members, $25 Q Group/Actuary & $35 non-member

RSVP: Monday, 19 October, 2015

To register for this event, click here.

For any enquiries, contact Emma Phillips.


Paul Newfield

Paul Newfield

Paul Newfield has been with Towers Watson since 2011 as a Senior Investment Consultant. Paul previously worked for Mercer for 12.5 years where he was involved in numerous senior roles consulting, actuarial and fiduciary roles in Australia and New Zealand, including Chairman of the New Zealand Trustee for their master trust and investment platform which had fiduciary responsibility for over NZD $2bn. Paul holds a Bachelor of Economic Science, is a Fellow of the Institute of Actuaries of Australia and holds a CIMA designation. He has written and presented frequently on post-retirement issues (including being published in 2014 in the Journal of Retirement on tontines and pooled survival funds). He was previously a chief examiner for the Institute of Actuaries of Australia for Superannuation and Retirement Systems.


Sponsored By

Towers Watson