To address the shortcomings of volatility control index product design for index-linked annuities, we introduce a forward-looking methodology anchored in option-implied risk.

We discuss seven important considerations as insurers adapt their pricing models and philosophy in the new world of principle-based reserving.
The pension risk transfer (PRT) market for defined benefit pension schemes is experiencing a period of growth in various regions around the globe, presenting a potentially attractive opportunity for new entrants.

We note that the UK Financial Conduct Authority (FCA) published, in March 2024, its thematic review of retirement income advice.

Transaction costs incurred within rebalancing strategies, can result in a material drag on performance.

By increasing the number of female advisors, an increasing number of clients can benefit from the unique perspectives and life experiences women bring to help people navigate critical financial decisions.
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Managing defined contribution pension schemes can be challenging for the average investor.
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See how Milliman’s innovative hedging solutions have helped clients weather two global recessions.
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Former Senator and Minister for Superannuation Nick Sherry on why Australia is a global leader in retirement innovation.
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Milliman is working with organizations across the globe to confront the forces that threaten retirement.
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Innovation in financial services should consider asset security and be rigorously tested.