|For financial adviser use only|
What does DDO mean for you and your clients
To help you better understand the Design and Distribution Obligations (DDO) that come into effect on 5 October 2021, we’ve teamed up with Hall & Wilcox’s legal team to provide an overview of what DDO means for you and your clients.
Federal Budget 2021-2022 analysis
Our Technical Services team summarises key potential implications of announced measures for you and your clients.
Streamline your retirement income offering
Using Challenger tools and resources, we show you how to demonstrate best interest duty for your retirement clients and provide business efficiencies for your practice.
Strategies to improve your clients' Age Pension outcomes
Chelsea Stevens, Challenger Business Development Manager and Michael McLean, Challenger Technical Services Manager, shared what you need to know about helping to maximise the Age Pension with a lifetime annuity.
Your social security means testing questions answered
Minh Ly, Technical Services Manager, shared common social security means testing queries received by the team in 2020.
Maturing term annuities: Strategic considerations
This webinar explores options available and the processes for clients with a Challenger Guaranteed Annuity that is about to mature.
Value-add strategies for retirement
Gain insights into navigating through the strategies and considerations required for clients transitioning to or in retirement.
Certainty for uncertain times
During this webinar we demonstrate the benefits of a guaranteed fixed term annuity, illustrate strategies for funding income for early retirees through to Age Pension age, and showcase the benefits for clients eligible for home care.
RBA cash linked; your questions answered
Listen to our expert panel discuss and answer our frequently asked questions on Challenger’s guaranteed floating rate annuity, RBA cash linked.
Generating income for retiree clients
Explore the current market environment, where we might be headed in the future and how RBA cash linked could benefit your clients.
Retirement income strategies
Explore two opposing retirement income philosophies, probability-based and safety-first, for constructing lasting retirement income strategies.
Redundancy and retirement
Explore key considerations for clients facing early retirement and strategies that may help improve your clients' outcomes.
Advanced aged care strategies
What you need to know about aged care means testing and strategic considerations to minimise aged care fees and maximise social security payments.
Centrelink considerations for pre-retirees
Learn about JobSeeker, stimulus and supplements, eligibility and income test strategies for your pre-retiree clients.
COVID-19 stimulus package three
What you need to know to assist your clients with questions on the JobKeeper Payment scheme and other FAQs.
Addressing retirees volatility concerns
Challenger’s Head of Technical Services, Andrew Lowe, shares a plan that might help address your retiree clients’ concerns around volatility.
Stimulus package announcements
Learn how the Government stimulus packages impact your pre-retiree and retiree clients.
Challenger's product specialist, Natalie Bouquet, discusses the features of CarePlus and its key benefits for those eligible to receive Government-subsidised aged care services and more.
Sustainable retirement income strategies
Learn how to build effective retirement income strategies in an evolving retirement landscape.
Investing for retirement in a low rate environment
Chris Fleming discusses the current economic environment, outlook for interest rates, correlation between rates and return, and more.