The Orford Initiative.

Improving the retirement outcomes for Australians by optimising their retirement income and financial security.

Keep updated with the Orford Initiative

If you are interested in receiving updates about the Orford Initiative reports and events, please subscribe:

"This quote should counter any objections visitors might have using the product or service you are offering.

FULL NAME

Job Title, The Company

© 2018 Melbourne Business School Limited. All rights reserved

The Orford Initiative is a three-year project conducted by Melbourne Business School investigating key issues within the Australian Retirement Ecosystem, funded by the Orford Foundation in collaboration with the Melbourne Business School. 

The project team acknowledges the invaluable support of the Orford Foundation.

The project will ultimately help retirees in Australia to optimise their lifestyle post-retirement for the duration of their retirement.

Learn more about the Orford Initiative below.

About the Orford Initiative

Research

Reports

Some of our Clients

"This quote should counter any objections visitors might have using the product or service you are offering.

FULL NAME

Job Title, The Company

"This quote should counter any objections visitors might have using the product or service you are offering.

FULL NAME

Job Title, The Company

The research team is committed to providing regular updates as the project progresses.

"This quote should counter any objections visitors might have using the product or service you are offering.

FULL NAME

Job Title, The Company

"This quote should counter any objections visitors might have using the product or service you are offering.

FULL NAME

Job Title, The Company

"This quote should counter any objections visitors might have using the product or service you are offering.

FULL NAME

Job Title, The Company

The team adopts an engaged research approach to all projects. 

Engaged research is based on authentic partnerships with communities and organisations to craft a research program that creates value with and for communities or organisations and that has aligned academic outcomes.

Research outputs:

Altschwager, T. & Evans, J. (2018) An Ecosystem Perspective of Retirement in Australia. In Proceedings of the Australian and New Zealand Marketing Academy Conference (ANZMAC 2018), p. 342. University of Adelaide.

Research team

Dr Teagan Altschwager

Senior Research Fellow

Melbourne Business School, The University of Melbourne 

t.altschwager@mbs.edu

Dr Jody Evans

Associate Professor, Marketing

Melbourne Business School, The University of Melbourne

j.evans@mbs.edu

Download PDF

News And Events

MBS appoints head of retiree security

Alumnus David Orford donates $900K for retirement research

Why David Orford wants to change the way Australians think about super

The Melbourne Business School (MBS) has appointed Dr Teagan Altschwager as the head of The Orford Research Initiative into Financial Security for Retirees.

David Orford, founder and chairman of superannuation software company Financial Synergy, has pledged $900,000 to Melbourne Business School to fund research to help Australians manage their retirement income more effectively.

David Orford has enlisted Melbourne Business School to revolutionise the way Australians think about superannuation – but his plan might not impress their children.

2018 Research Brief: Retirement planning in Australia - an ecosystem perspective

Dr Teagan Altschwager

Senior Research Fellow

Orford Initiative, Melbourne Business School, The University of Melbourne 

 Dr Jody Evans

Associate Professor, Marketing

Melbourne Business School, The University of Melbourne       

Orford Initiative to look into conflicting views of retirement in Australia

Super funds, financial planners, industry bodies, government and the media are among some of the representatives being consulted in a new study on retirement outcomes by Melbourne Business School.  

The Customer Journey Through Retirement Planning

Download PDF

The Australian Retirement Planning Ecosystem

Download PDF

Featured MBS Research -financialcapability.gov.au (ASIC)

Two qualitative reports from stage 1 of the Orford Initiative at MBS have been featured on ASIC's Financial Capability website.

Orford Initiative In Focus: How do people make decisions at retirement about organising their financial affairs

Download PDFDownload PDF

Orford Initiative In Focus: Australians versus post-retirement products; challenges and opportunities

Download PDF

Orford Initiative Consumer Survey Report - Australian retirement priorities, perceptions, and products

Allocating retirement funds and annuity attribute preferences; findings from 2 choice experiments

Download PDF

Latest News And Events

Media Release: There's demand for annuities, but consumers are paralysed by choice

New research at Melbourne Business School is challenging traditional views about the way Australians fund their retirement.

30/04/2020

Webinar: Financial decision-making for retirement: when we choose not to choose 

When presented with detailed and complex information, Australians choose not to choose. Watch the webinar to find out more.  

20/05/2020

Published: Australians hate complexity, not annuities: Research 

New research from Melbourne Business School Orford Initiative has found there is more demand for annuity products than the industry or government previously believed.

29/04/2020

Published: How to benefit most from annuities 
(SMSF Advisor)

29/04/2020

Published: Study finds greater demand for annuities than expected (Investor Daily)

30/04/2020

Featured Research: financialcapability.gov.au (ASIC)

01/05/2019

Published: Melbourne Business School appoints head of retiree security (Money Management)

04/07/2018

Media Release: Alumnus David Orford donates $900K for retirement research

15/11/2017

Media Release: Orford Initiative to look into conflicting views of retirement in Australia

18/10/2018

Media Release: Why David Orford wants to change the way Australians think about super

07/05/2018

Download PDF

Annuities across International Retirement Contexts

Download PDF

Understanding the annuity experience

Download PDF

Providing advice for retirement; a financial adviser perspective