Plan For Life

1. Retail and Wholesale Market Share

Plan For Life publishes a comprehensive set of managed funds statistics covering the complete retail and wholesale (unitised) superannuation and investment markets, including platforms, master funds and regular premium products.

Data includes FUM, Inflows, Outflows, Net Funds Flow, Transfers, Investment Earnings, Investment Performance, Unit Prices and with quarterly history back to 1991 provided in spreadsheet format.

Market Share products include:

QDS Retail & Wholesale Statistics - (Full history to 1991, Excel format)
QDS Market Share & Dynamics Report - (1 year history with commentary, PDF/Excel format)

2. Sector Specific Superannuation

Plan For Life reports on specific superannuation sectors with 10 years of quarterly and yearly history provided in spreadsheet format.

Data includes FUM, Inflows (Employer Contributions, Member contributions), Benefit & Expense Outflows, Investment Earnings, Net Transfers & Other Movements.

Sector specific superannuation products include:

Public Sector (Government) Super Statistics
Industry Funds Super Statistics
Corporate Super (Stand-alone) Statistics
Platform & Wrap Analysis

3. Distribution Focus

Plan For Life analyses distribution channels showing how platform and master funds are invested, which channels are used for distribution and consumer segments where products are purchased.

Investment Channels Report is focused on investment management in Platform and Master Fund markets (and including broader retail and wholesale (unitised) markets), with a break-down of funds into investment channels, source of funds and destination of fund flows.
Distribution Channel Analysis splits the Retail market into separate channels by which products are distributed: Tied Agents, Multi Agents, Advisor Groups, Banks, Stockbrokers, Direct eCommerce, Direct and Other.
Consumer Segmentation Analysis splits the Retail market into separate segments by which products are purchased: Young Workers, Young Professionals, Mid Life Survivors, Mid Life Accumulators, Business Owners, Pre/Early Retirees, Retirees.
Analysis of Public Offer Super splits retail superannuation products into categories: Corporate Superannuation Medium to Large Funds, Corporate Superannuation Small Funds, Masterfund Personal Superannuation, Superbonds & Super Trusts, Trustee Super Bonds & Trusts.

4. Market Intelligence

Plan For Life provides unique market intelligence covering the Funds Management market within the Australian financial services industry. Topics include: Industry News, Product News, Product Disclosure Statements (PDS), Funds Management Statistics, Life Insurance Statistics, Master Fund Comparisons, Fixed Rates Snapshot, and Agency/Commission.

Market Intelligence products include:

MINDER weekly newsletter
PDS Library website
Market Overview Release – Funds
Market Overview Release – Platforms

5. Product Research

Plan For Life provides databases and software for researching and comparison of managed fund products including Employer-Sponsored Superannuation, Personal Superannuation and Rollovers, Allocated Pensions, IDPS and Industry Funds. Topics covered include minima and maxima investments, fees and charges, commissions, insurance provisions and fee comparisons.

Product Research products include:

Master Fund Database
Master Fund Comparator
Super Switching Comparator
Income Stream Database
Retail Statistics Viewer (RIMS)

6. Annuities / Income Stream

Plan For Life provides research reports, statistics and rate tables for income stream products including Immediate Annuities, Allocated Pensions, Allocated Annuities and TAPs. Full coverage of all providers and extensive history of statistics are available.

Income Stream products include:

Weekly Immediate Annuity Rates (weekly updates) - Short Term (1-5 year) 100% RCV, Short Term (1-5 year) Nil RCV, Long Term (6 to 25 year), Lifetime (single, joint).
Income Stream Reports (IA, PAMR, ALP) - Sales Statistics: Number of Sales, Sales $Value, Annuity p.a., Average Price, Average Annuity p.a
Annuity Statistics History - Quarterly to 1998 (Excel format)
Immediate Annuity Benchmarking - Research report available to Licensees covering Annuities which may assist in developing and maintaining Recommended or Approved Product Lists.
Monthly Annuity Sales
Annuities Online website - Actual, on-demand Annuity Quotations from Annuity providers in Australia

7. New Zealand

QDS New Zealand contains full statistics on Retail and Kiwi Saver funds management markets in New Zealand.

Data covers FUM, Inflows, Outflows, Net Funds Flow, Transfers, Investment Earnings, Investment Performance, Unit Prices with quarterly history back to 2006.

New Zealand research products include:

QDS Retail Statistics New Zealand
Market Overview Release – Retail KiwiSaver

8. Dealer / Adviser

Plan For Life offers Dealer Groups customised research focused on developing recommended lists and reporting on sales/FUA statistics.

Dealer / Adviser research products include:

Benchmarking for Approved Product Lists - Independent, objective and transparent method for a dealer principal to develop and maintain a recommended list of products.
Dealer Analysis – Company Level, Planner Level - Custom research available on request.

9. Forecasts

Plan For Life provide annual projections/forecast of the Managed Fund markets including Retail, Regular Premium & Wholesale. The projections have been developed primarily as a source of industry comparative projections for 1 year Business and 3 to 5 year Strategic Planning.

Also available are projections/forecast of the Life Insurance/Risk markets.

10. Specialist Research

Plan For Life offers a range of specialist research reports which focus on specific areas within the wealth management market.

Custom Fund Reports - designed specifically to meet client requirements (on request).
Bank Wealth Management Research - focused on Banks wealth management
Platform Fund Tracker - Shows all investment options for Platform products (super, allocated pension and investment) and identifies all the places where an option appears on a platform list
Multi-Manager Report
Investment Bond Report
Monthly Capital Guaranteed Crediting Rates

Managed Funds Research