The Age Pension is a critical component of retirement income for many Australians, yet navigating Centrelink and maximising entitlements can be complex.
Powered by SuperEd, Retirement Essentials partners with super funds to help members confirm their eligibility, while simplifying and streamlining the application process. By delivering this service, we are uniquely positioned to provide invaluable insights for your fund.
For Your Members:
- Easy Access to Government Benefits: We help members understand their entitlement to the Age Pension and the Commonwealth Seniors Health Card (CSHC), providing clear, easy-to-understand content and eligibility calculators.
- Concierge Service: Our concierge service provides personalised support through consultants, smart online forms, and phone and email assistance to guide members through the application process.
- Personalised Reports: Members receive a tailored report on their eligibility and how to apply for benefits.
- Financial Wellbeing: By helping members secure their essential retirement needs, we put them in control and enhance their financial and emotional wellbeing.
For Super Funds:
- Enhanced Member Engagement & Retention: Our Age Pension Eligibility Calculator acts as an early engagement point for over-60 fund members, helping strengthen those relationships, while driving better retention of high-balance accounts through the retirement transition phase.
- Valuable Member Insights: We provide robust, aggregated, anonymised data that helps form a holistic picture of your members’ financial circumstances at the household-level. This allows a deeper understanding of retirement needs by cohort and positions you to enhance your service proposition and proactively meet your obligations under the Retirement Income Covenant.
- Seamless Integration: Retirement Essentials is an affordable, scalable, and “out of the box” solution requiring low IT integration, offering a co-branded landing page for a consistent member experience.
- Demonstrated Commitment: Offering this service sends a strong signal of your fund’s commitment to supporting members throughout their retirement journey.
For more information about Retirement Essentials Entitlements Services, please contact Jeremy Houghton.