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Melbourne Business School About Us The Orford Initative

The Orford Initative

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

About the Orford Initiative

About the Orford Initiative

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.

Research Team

Jody Evans

Dr Jody Evans

ASSOCIATE PROFESSOR OF MARKETING

Melbourne Business School, The University of Melbourne

j.evans@mbs.edu

Research

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.

Altschwager, T. & Evans, J. (2019). Unlocking the Dynamics of Subjective Financial Well-being in Retirement. Accepted to the Summer 2019 American Marketing Academy Conference. Chicago, August 2019. Best Paper in Track: Consumer Well-Being. 

Reports

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

The influence of message framing on financial decisions for retirement
December 2021

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Experiences with a retirement income calculator
November 2021

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Providing advice for retirement; a financial adviser perspective
January 2021

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Understanding the annuity experience
November 2020

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Annuities across International Retirement Contexts
August 2020

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Allocating retirement funds and annuity attribute preferences; findings from 2 choice experiments
January 2020

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Orford Initiative Consumer Survey Report - Australian retirement priorities, perceptions, and products
2019

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Orford Initiative In Focus: Australians versus post-retirement products; challenges and opportunities
2019

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Orford Initiative In Focus: How do people make decisions at retirement about organising their financial affairs
2019

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The Customer Journey Through Retirement Planning
2019

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The Australian Retirement Planning Ecosystem
2019

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

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News and Media

Financial decision-making for retirement: when we choose not to choose
20/05/2020
There's demand for annuities, but consumers are paralysed by choice
30/04/2020
Australians hate complexity, not annuities: Research
29/04/2020
Study finds greater demand for annuities than expected (Investor Daily)
30/04/2020
How to benefit most from annuities (SMSF Advisor)
29/04/2020
Featured Research: financialcapability.gov.au (ASIC)
01/05/2019
Orford Initiative to look into conflicting views of retirement in Australia
18/10/2018
Melbourne Business School appoints head of retiree security (Money Management)
04/07/2018
Why David Orford wants to change the way Australians think about super
07/05/2018
Alumnus David Orford donates $900K for retirement research
15/11/2017