Member Retention 2015 Report


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One of the key problems facing superannuation funds is how to prevent the leakage of members to the self-managed super fund (SMSF) sector.

CoreData’s Member Retention report will provide valuable insights into how to retain those members most likely to switch funds, or set up their own SMSF.

The report will help superannuation funds to identify the demographic and behavioural characteristics of high value members that are likely to switch or set up an SMSF, and provide insight into what funds can do to prevent these members from leaving.

The main purpose of this research is to provide insight and answers to the following four fundamental issues challenging the industry today:

  • Stopping leakage to competitors and the SMSF sector
  • Meeting the needs of high value members
  • The role of direct investment options in member retention
  • How individual funds compare to the broader industry in retaining higher value members

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