Development of a limited/mass advice model

Nous worked with a superannuation industry organisation and key industry superannuation funds to investigate the feasibility of implementing new mechanisms to provide limited/mass financial advice to members. The analyses included assessments of how the model might work (channels and processes for the delivery of advice), likely demand and costs and benefits to members and the funds. Nous developed a roadmap for implementation including governance, sequencing and required investment and benefits for each fund. Nous also examined the changing market for transition to retirement and retirement products, and identified those changes clients will need to consider in the short/medium term to remain competitive.