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david orford results

Confidence, not life expectancy, most important for retirement: Optimum

As the retirement product race heats up in superannuation, funds and advisers need to confront a simple fact: people will live a lot longer than they think. Average life expectancy remains the main metric for determining the planning horizons for retirees. But research from the Actuaries Institute of Australia found that the tools used by…

Lachlan Maddock | 21st Jan 2022 | More
Queue starts forming for Optimum Pensions

We’ve known about it for years, but D-Day is now close at hand for big super funds. An estimated $500 billion is, potentially, going to leave the system over the next two years, according to an APRA estimate. Funds can longer afford to be complacent about their business. David Orford, an actuary who made his…

Investor Strategy News | 3rd Mar 2019 | More
ACCC and the Pillar sale: an insider’s response

(pictured: David Orford) The ACCC this month signalled that it may oppose the purchase of the NSW Government’s Pillar super admin business by Link Group. In an analysis piece last week, Investor Strategy News expressed the view that the industry would be better off if Link was able to bid. David Orford* begs to differ. Orford…

Investor Strategy News | 23rd Oct 2016 | More
Inconvenient glitch in Fin Synergy/Pillar admin project

(pictured: Michael Dwyer)  The two companies are for sale – one by the NSW Government and the other by its founder. They are engaged in a big tech-heavy project for a high-profile super fund. But the project has not gone to plan. Oh no, not again. The $55 billion First State Super has been advising…

Investor Strategy News | 11th Sep 2016 | More
Pillar’s admin software company for sale too

(pictured: David Orford) Financial Synergy, arguably the leading superannuation systems company in Australia, is for sale. David Orford, who founded the firm in Melbourne in 1978 as an actuarial business, has appointed an investment bank to advise on a possible transaction. While, in theory, the possible sale of Financial Synergy should not impact on the proposed…

Investor Strategy News | 3rd Jul 2016 | More
  • Financial Synergy signs historic deal with Statewide

    (pictured: David Orford and Stephen Mackley)  Financial Synergy has signed its largest-ever contract – a deal with Statewide Super – in what is also believed to be the super fund industry’s first ‘software as a managed service’ contract, for its Acurity admin system. According to Stephen Mackley, the system company’s chief executive, the deal is…

    Investor Strategy News | 17th Apr 2016 | More
    Pillar selects Financial Synergy for platform consolidation

    Peter Brook  Pillar Administration has selected Financial Synergy to consolidate its nine platforms into one by March next year when the $60 billion First State Super is scheduled to migrate to the new system. Financial Synergy’s Acurity, which was already one of the Pillar platforms, will eventual be administering about 4 million accounts when the…

    Investor Strategy News | 30th Aug 2015 | More