Post-Retirement Conference 2013

Platinum Partner

Milliman is among the world's largest independent actuarial and consulting firms. Founded in Seattle in 1947 as Milliman & Robertson, the company currently has 52 offices in key locations worldwide. Milliman employs over 2,400 people. The firm has consulting practices in life insurance and financial services, healthcare, employee benefits, and property & casualty insurance. Milliman serves the full spectrum of business, financial, government, union, education and nonprofit organizations. For further information, visit www.milliman.com

Gold Event Partner

Established in 1985 and listed on the Australian Securities Exchange (ASX:CGF) in 1987, Challenger Limited is an investment management firm managing in excess of $35 billion* in assets.

Challenger is focused on providing Australians with financial security in retirement. We do this by investing to create wealth in the accumulation phase of superannuation, and by converting accumulated wealth into safe and reliable income streams for retirees.

Challenger operates two core investment businesses, an APRA regulated Life division and a fiduciary Funds Management division.

Challenger Life is the foremost issuer of annuities in Australia and manages more than $10.2 billion* for the benefit of more than 60,000 clients, the vast majority of whom are retired. An annuity is a simple, secure financial product that guarantees a series of payments in return for an upfront investment. Annuities provide investors with the comfort of knowing they will receive a pre-agreed, guaranteed income stream for a specific period of time.

The Funds Management division manages more than $32 billion* and includes Fidante Partners, which partners with boutique fund managers who strive to deliver sustainable superior performance across a broad range of investment strategies.

*as at 30 September 2012

Gold Sponsor


Legg Mason Australian Equities is an Australian equities fund manager specialising in a range of investment strategies: Value, Core, Property Securities, Small Companies, Equity Income and Real Income.

The Australian fund manager is owned and backed by Legg Mason, Inc., one of the largest asset management groups in the world. Legg Mason Australian Equities is an innovator and leader in developing retiree income solutions from listed equities (Equity Income) and real assets (Real Income) and currently manages $2.3 billion for both institutional and retail investors (as at December 2012).

Gold Sponsor

Schroders is one of the world’s leading asset management companies offering an extensive range of domestic and international, specialist and diversified investment products to institutions, superannuation funds and master trust providers.  As one of the largest truly independent fund managers in the world, with over A$314billion under management (as at 30 September 2012) we aim to apply our expertise in research and investment to serving the needs of our clients in over 26 countries.  Schroders in Australia was established in 1961. Based in Sydney it is home to the domestic research and investment teams that form and integral part of Schroders’ global network.

Supporting Sponsor


Towers Watson is a leading global professional services company that helps organisations improve performance through effective people, risk and financial management. With 14,000 associates around the world, we offer solutions in the areas of employee benefits, talent management, rewards and risk and capital management.

Our Investment team focuses on creating value for the world’s leading institutional investors through risk assessment, strategic asset allocation and investment manager selection. It has over 650 associates worldwide and assets under advice of over $US2.1 trillion, with 38 associates in Australia and assets under advice of nearly A$200 billion.

Our Benefits team provides consulting and actuarial advice on superannuation, including governance and compliance, member communication and engagement, intra-fund advice and education, calculators and projection tools, technology and administration services, post retirement design and adequacy, unit pricing and operational risks, prudential risk management and reserves, insurance design and analysis, and merger advice.  Our Risk and Financial Services team offers innovative consulting services that help financial institutions manage risk and capital to improve business performance.

Our Talent and Reward team designs and administers engagement, risk and culture surveys to develop practical insights for organisations. We also have a dedicated Executive Compensation team that provides advice to boards and senior management on areas such as remuneration and disclosure.