Helping members retire with dignity: How can trustees provide a soft default retirement solution to meet members’ needs

Tuesday 2 May 2023 | Melbourne
Wednesday 3 May 2023 | Brisbane
Thursday 4 May 2023 | Sydney

Join Sam Monteath, CSBA CX Director – Finance, and Sam Litinsky, CSBA Qualitative Specialist, at the FEAL May Luncheon Briefings, taking place in Melbourne, Brisbane and Sydney.

You will hear the latest retirement insights from the CSBA FEAL Superannuation CX Benchmarking program and how a deeper knowledge of members’ expectations and views around retirement is being used to develop effective retirement strategies. Michael Vrisakis, Partner at Herbert Smith Freehills, will discuss the regulatory framework and how trustees can approach a soft default retirement solution for members within the context of the new best financial interests and retirement income covenants. The session will end with a panel discussion on how funds are approaching their default retirement solution.

Guest speakers: Michael Vrisakis, Partner, Herbert Smith Freehills, Sam Monteath CX Director – Finance, CSBA & Samantha Litinsky Qualitative Specialist, CSBA.

For more information or to register to attend click here


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