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Upcoming events
Virtual and In-person at
Actuaries Institute Events Space
Level 7, Australia Square, 264 George Street, Sydney, NSW 2000, Australia
4 CPD Points (In-Person Registration attendance)
2 CPD Points (Virtual Registration attendance)
Jul 7 2026 12:00PM - Jul 7 2026 2:00PM
AEST
With the maturing of the retirement phase of superannuation, including the requirements of the Retirement Income Covenant (link: https://treasury.gov.au/policy-topics/superannuation/retirement-framework ), the superannuation and financial advice sectors are assimilating Lifetime Income Stream products into their respective offerings, including through pre-packaged and soft-default structures.
To address concerns around the irrevocable nature of buying a Lifetime Income Stream, the presenter, Adam Butt (and co-author Jim Hennington), has explored the idea of portability of Lifetime Income Streams in an Actuaries Digital article (link: https://www.actuaries.asn.au/research-analysis/portability-for-lifetime-income-streams ). Since the publication of that article, Adam and Jim have drafted and sought and incorporated feedback on a “Prudential Blueprint for an Australian Lifetime-income Transfer Regime”, which provides a framework for discussion of how portability might work in practice.
In this session, Adam will introduce this framework and encourage discussion on the viability/impact of portability and the draft framework.
By registering for the above event, you acknowledge and accept the Event Registration Terms and Conditions .
In-person Member Registration: $0.00
In-person Non-Member Registration: $25.00
In-person University Subscriber Registration: $0.00
Virtual Member Registration: $0.00
Virtual Non-Member Registration: $25.00
Virtual University Subscriber Registration: $0.00
