The Orford Initiative
Improving the retirement outcomes for Australians by optimising their retirement income and financial security.
About the Orford InitiativeThe 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.
Dr Jody Evans
ASSOCIATE PROFESSOR OF MARKETING
Melbourne Business School, The University of Melbourne
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.
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.
The research team is committed to providing regular updates as the project progresses.
The influence of message framing on financial decisions for retirement
Experiences with a retirement income calculator
Providing advice for retirement; a financial adviser perspective
Understanding the annuity experience
Annuities across International Retirement Contexts
Allocating retirement funds and annuity attribute preferences; findings from 2 choice experiments
Orford Initiative Consumer Survey Report - Australian retirement priorities, perceptions, and products
Orford Initiative In Focus: Australians versus post-retirement products; challenges and opportunities
Orford Initiative In Focus: How do people make decisions at retirement about organising their financial affairs
The Customer Journey Through Retirement Planning
The Australian Retirement Planning Ecosystem
2018 Research Brief: Retirement planning in Australia - an ecosystem perspective
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