Data includes: Total Immediate Annuities, Short Term (1-5 year) 100% RCV, Short Term (1-5 year) Nil RCV, Long Term (6 to 25 year), Lifetime (single, joint), Market Share (FUM), Fixed Term Rates, Hybrid Retirement Accounts
Companies reported include: BT Financial Group (Ex Westpac), Challenger, CommInsure.
History: Weekly 10 years (available on request)
Frequency: Updated Weekly
Income Stream Reports (sales)
Focus on Retirement Market products sales and funds including Allocated Pension, Allocated Annuity and Immediate Annuities.
Immediate Annuity Sales Statistics: Number of Sales, Sales $Value, Annuity p.a., Average Price, Average Annuity p.a
History: Quarterly 10 years (available on request)
Format: PDF, Excel
Immediate Annuity Benchmarking
Provides factual research material to Licensees on Annuities which may assist them in developing and maintaining their Recommended or Approved Lists for use in their business to advise clients.