HUB24 to launch lifetime retirement solution, empowering advisers to deliver greater retirement confidence

2025 -

HUB24 has announced it is developing a lifetime retirement solution with life insurer TAL, expanding the range of retirement offerings available on platform and enabling advisers to deliver their clients greater financial confidence and security throughout retirement.

Expected to launch first half of 2026, the lifetime retirement solution will address one of the most pressing concerns for Australians: the risk of outliving their retirement savings.

Recent research shows that 68% of Australians fear running out of retirement savings, leading many to restrict their spending and compromise their lifestyle. HUB24’s own data suggests that 52% of pension members are only withdrawing the legislated minimum pension amount to manage their longevity risk.1

The lifetime retirement solution is designed to optimise a member's outcome if they transition from a lifetime super account to a lifetime income account when they retire, providing income for life. It may also help maximise eligibility for means-tested Age Pension concessions, with greater benefits for those who adopt the solution earlier.

HUB24 CEO Andrew Alcock said: “As a market-leader, HUB24 has an important role to play in delivering solutions that enable financial advisers to support their clients through all the stages of their life, including planning for a fulfilling and secure retirement. We’re delighted to be collaborating with TAL to deliver our Innovative Retirement Income Stream solution, providing more choice for advisers and their clients.”

TAL Chief Executive, Group Life & Retirement, Jenny Oliver, said: “We believe lifetime income solutions can play a fundamental role in helping more Australians achieve confidence in their retirement. We are excited to be working with HUB24 and the advisers using their platform to provide clear and accessible retirement options for their clients.”

The development of the new retirement solution builds on HUB24’s launch of Discover - a platform and managed portfolio solution designed for clients with lower balances or less complex needs - and Private Invest, which provides advised high-net worth clients with access to wholesale investment solutions and non-custody administration via the HUB24 platform.

 

1Retire with Purpose Report 2025 – UniSuper

About HUB24
HUB24 Limited is listed on the Australian Securities Exchange, and includes the award-winning HUB24 platform, Class, Nowinifinity and myprosperity.

The HUB24 platform offers advisers and their clients a comprehensive range of investment options, including market-leading managed portfolio solutions, and enhanced transaction and reporting functionality. As one of the fastest growing platforms in the market, the platform is recognised for providing choice and innovative product solutions that create value for advisers and their clients.

For further information, please visit www.HUB24.com.au

 

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2025 © TAL Services Limited a Dai-ichi Life Group Company.

"TAL is Australia's leading life insurer" based on Inforce premiums for risk only life insurance policies, NMG Consulting (2023).

Any financial product advice is general in nature only and does not take into account any person’s objectives, financial situation or needs. Before acting on it, the appropriateness of the advice for any person should be considered, having regard to those factors. Persons deciding whether to acquire or continue to hold life insurance issued by TAL should consider the relevant Product Disclosure Statement (PDS). The Target Market Determination (TMD) for the product (where applicable) is also available. Life insurance issued by TAL Life Limited ABN 70 050 109 450 AFSL 237848.