Allianz Retire+ partners with fintech on adviser tools

Allianz Retire+ has announced a new partnership with goals-based advice fintech Investfit to help advisers offer greater certainty of outcome when building retiree portfolios.

Allianz Investfit illustrations show modelled projections across over 1,000 scenarios including selected income drawdown rates at a chosen level of confidence, allowing advisers to better integrate Allianz Retire+ Future Safe into retiree portfolios alongside other investments and mitigate sequence risk.

“What we know is the number one fear retirees have is running out of money,” said Jacqui Lennon, head of product and customer experience at Allianz Retire+.

“In fact, they fear that more than death. So, that is the number one risk we need to manage.”


The partnership will allow advisers to offer clients a higher degree of overall confidence when setting their individual retirement goals with a more nuanced understanding of what income they will be able to draw over their expected lifetime.

“Traditional advice is often modelled against expected average investment returns, which offer about a 50 per cent chance of achieving the projected retirement outcomes,” Ms Lennon said.

“That’s one in two clients that will have an outcome worse than what was presented. This tool is completely unique in its ability to offer advisers an extremely accessible way to give retirees greater peace of mind, while improving adviser efficiency in producing almost instantaneous results for hundreds of portfolios.”

Investfit leverages stochastic modelling that runs portfolio simulations based on various inputs regarding financial position and goals – such as age, asset allocation, legacy and life expectancy – to a desired level of confidence.

“We are particularly delighted to be partnering with Allianz Retire+, an innovator in retirement funding and backed by global powerhouse, Allianz,” said Investfit founder and chief executive James Claridge.

“The team at Allianz Retire+ have developed Future Safe, a solution that enables retirees to continue to gain exposure to returns linked to Australian and global shares whilst limiting the downside risk, which might otherwise threaten their retirement outcomes. We appreciate that Allianz Retire+ have chosen Investfit as their preferred tool to help advisers deliver great outcomes for their clients.”

Allianz Retire+ partners with fintech on adviser tools
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