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Plan For Life

Media Releases

Latest media releases covering Australia Retail and Wholesale, Investments and Superannuation, ETFs, Life Insurance, Risk Markets and NZ Kiwisaver.

Plan For Life
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July 12, 2021

Platforms increase $144.3bn in Funds Under Management over the year to March 2021

July 12, 2021/ Debbie Borthwick

Platforms increase $144.3bn in Funds Under Management over the year to March 2021

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July 12, 2021/ Debbie Borthwick/
Managed Funds
QDS, Platforms
July 05, 2021

$132.0bn Increase in Reported Wholesale Funds in March 2021 Quarter

July 05, 2021/ Debbie Borthwick

Overall reported Wholesale Funds at the end of March totalled $1,341.6bn. During the March quarter there was a 10.9% increase much of which was due to …

Read More
July 05, 2021/ Debbie Borthwick/
Managed Funds
Wholesale, QDS
July 05, 2021

$27.7bn Growth in Retail Managed Funds Reported during March 2021 Quarter

July 05, 2021/ Debbie Borthwick

Overall Retail Managed Funds bounced back strongly from the COVID-19 selloff suffered in early 2020, up 17.4% over the past year to …

Read More
July 05, 2021/ Debbie Borthwick/
Managed Funds
Retail, QDS
July 05, 2021

Responsible Investments (RIAA Certified) - FUM, Flows and Performance - March 2021

July 05, 2021/ Plan For Life

Responsible Funds Under Management have grown to over $58.2bn as at the end of March 2021, driven by strong investment performance and robust Inflows, accounting for 7.9% of the comparative market.

Read More
July 05, 2021/ Plan For Life/
Managed Funds, NZ, Responsible
RIAA
June 18, 2021

KiwiSaver Funds Under Management at March 2021

June 18, 2021/ Debbie Borthwick

KiwiSaver Funds Under Management at March 2021

Read More
June 18, 2021/ Debbie Borthwick/
Managed Funds, NZ
KiwiSaver
May 05, 2021

Responsible Investment Funds Outperforming the Wider Market - Dec 2020

May 05, 2021/ Debbie Borthwick

Responsible Investment Managed Funds market accounted for $77.6bn of Funds Under Management at the end of 2020, up 16.1% over the past year.

Read More
May 05, 2021/ Debbie Borthwick/
Managed Funds, NZ
Responsible Investments
April 12, 2021

New Zealand Retail Managed Funds Rise NZ$6.7bn during December Quarter 2020

April 12, 2021/ Debbie Borthwick

New Zealand Retail Managed Funds Rise NZ$6.7bn during December Quarter 2020

Read More
April 12, 2021/ Debbie Borthwick/
Managed Funds, NZ
New Zealand
April 08, 2021

Platforms Increase $4.2bn in Funds Under Management in 2020

April 08, 2021/ Debbie Borthwick

Platforms Increase $4.2bn in Funds Under Management in 2020

Read More
April 08, 2021/ Debbie Borthwick/
Managed Funds
QDS, Platforms
April 07, 2021

Wholesale Funds Jump $61.4bn during the December 2020 Quarter

April 07, 2021/ Debbie Borthwick

Wholesale Funds Jump $61.4bn during the December 2020 Quarter

Read More
April 07, 2021/ Debbie Borthwick/
Managed Funds
Wholesale, QDS
April 07, 2021

$59.2bn Jump in Retail Managed Funds reported during December 2020 Quarter

April 07, 2021/ Debbie Borthwick

$59.2bn Jump in Retail Managed Funds reported during December 2020 Quarter

Read More
April 07, 2021/ Debbie Borthwick/
Managed Funds
Retail, QDS
March 02, 2021

Updated Research on Super Fund Retirement Account Drawings - March 2021

March 02, 2021/ Debbie Borthwick

Plan For Life, Actuaries & Researchers has released latest findings from an ongoing longitudinal study into Australian Retirement Account drawings, initiated by the Retirement Incomes Working Group of the Institute of Actuaries of Australia and Plan for Life in 2015.

Read More
March 02, 2021/ Debbie Borthwick/
Managed Funds
Retirement
February 26, 2021

KiwiSaver Funds Under Management at December 2020

February 26, 2021/ Debbie Borthwick

KiwiSaver Funds Under Management at December 2020

Read More
February 26, 2021/ Debbie Borthwick/
Managed Funds, NZ
KiwiSaver
February 02, 2021

New Zealand Retail Managed Funds grow NZ$4.0bn during September Quarter 2020

February 02, 2021/ Debbie Borthwick

New Zealand Retail Managed Funds grow NZ$4.0bn during September Quarter 2020

Read More
February 02, 2021/ Debbie Borthwick/
Managed Funds, NZ
New Zealand
January 20, 2021

KiwiSaver Funds Under Management at September 2020

January 20, 2021/ Debbie Borthwick

KiwiSaver Funds Under Management at September 2020

Read More
January 20, 2021/ Debbie Borthwick/
Managed Funds, NZ
KiwiSaver
December 23, 2020

Platforms Fall $37.9bn in Funds Under Management over the year to September 2020

December 23, 2020/ Debbie Borthwick

Platforms Fall $37.9bn in Funds Under Management over the year to September 2020

Read More
December 23, 2020/ Debbie Borthwick/
Managed Funds
QDS, Platforms
December 22, 2020

$18.2bn Increase in Wholesale Funds during September 2020 Quarter

December 22, 2020/ Debbie Borthwick

$18.2bn Increase in Wholesale Funds during September 2020 Quarter

Read More
December 22, 2020/ Debbie Borthwick/
Managed Funds
Wholesale, QDS
December 22, 2020

$11.1bn Increase in Retail Managed Funds during September 2020 Quarter

December 22, 2020/ Debbie Borthwick

$11.1bn Increase in Retail Managed Funds during September 2020 Quarter

Read More
December 22, 2020/ Debbie Borthwick/
Managed Funds
Retail, QDS
October 19, 2020

NZ$9.9bn Growth in New Zealand Retail Managed Funds during June Quarter 2020

October 19, 2020/ Debbie Borthwick

NZ$9.9bn Growth in New Zealand Retail Managed Funds during June Quarter 2020

Read More
October 19, 2020/ Debbie Borthwick/
Managed Funds, NZ
New Zealand
September 23, 2020

KiwiSaver Funds Under Management at June 2020

September 23, 2020/ Plan For Life

KiwiSaver Funds Under Management at June 2020

Read More
September 23, 2020/ Plan For Life/
Managed Funds, NZ
KiwiSaver
September 17, 2020

Platforms Fall $38.4bn in Funds Under Management over the year to June 2020

September 17, 2020/ Plan For Life

Platforms Fall $38.4bn in Funds Under Management over the year to June 2020

Read More
September 17, 2020/ Plan For Life/
Managed Funds
QDS, Platforms
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