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Superannuation / retirement / pension provider

Boost member engagement to maximise retention

Leverage market leading research to understand the key drivers of satisfaction, loyalty, and switching behaviour , so you can make data backed decisions around improved member experience, reduced member outflow, and strengthening long-term relationships.

Align retirement strategies to increase member inflows

Use insights to understand retirement readiness, unmet needs, and advice expectations to shape more targeted retirement solutions, helping you maximise contributions and grow your fund.

Improve member delivery to lift satisfaction

Access research to Inform and guide refinement of your communications, service and product offerings by accessing member insights and data, so you can deliver better experiences and capture a greater share of member assets.

Enhance service performance for growth

Use data to help you benchmark service quality and your value proposition against competitors, to highlight strengths, amplify high-performing areas, deliver more value to attract and grow member contributions.

Track market shifts to capture opportunities

Stay ahead of switching trends, competitor activity, sentiment and behaviour, so you can deploy proactive strategies that grow and defend your member base.

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why choose us

The leading researcher chosen by
leading superannuation, retirement and pension providers

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DEGREE COVERAGE

Deep research expertise

Analytical rigor and strategic thinking, paired with advanced social science and statistical techniques to help you gain competitive advantage

Global perspective

We pride ourselves on providing the best research in the across retail trading, wealth management and investing industries

Actionable insights

Delivering comprehensive coverage of market trends, analysis and customer behaviour to inform strategic decisions

Delivering the research
you need to succeed

Adviser pension and products

Discover how to better support advisers in servicing the pre- and post-retiree market, helping you align platform and pension solutions with adviser needs and capture growth opportunities in this expanding segment.

Financial advice

This research reveals how Australians want to receive financial advice—highlighting unmet needs, preferred delivery models, and willingness to pay. By uncovering evolving client expectations and engagement preferences, it equips advisers and providers to design more relevant, accessible, and valued advice experiences.

Member engagement

As the flagship longitudinal study of superannuation members, this research offers unmatched insight into what members value, want, and perceive, empowering trustees to make smarter decisions on engagement, trust, product design, and communication. Trusted by industry leaders, it delivers the evidence base guiding strategic thinking across the super landscape.

Retirement readiness

Drive better retirement readiness across your member base by measuring how effectively you’re supporting members and identifying where targeted strategies can close the gaps. This definitive tool for super funds combines objective fund metrics, member experience insights, and APRA data—empowering funds to deliver more fit-for-purpose retirement outcomes.

Retirement income

Deliver more effective retirement income solutions by understanding how prepared Australians are for retirement and where their greatest unmet needs lie. This research reveals insights across preparedness, advice access, satisfaction with super funds, product preferences, and estate planning—equipping providers to better support Australians in achieving their retirement goals.

Service level benchmarking

Insights that deliver an independent comparison of key service metrics across superannuation funds, giving trustees and leadership teams clear visibility on performance against peers. They support MBFI, CPS230, and SPS515 by highlighting service quality, operational efficiency, and member outcomes—helping strengthen governance and guide strategic decisions.

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Gain a 360 degree view of your market

Gain a complete understanding of the superannuation, retirement and pension markets across a broad range of verticals including:

Choice drivers

Client acquisition
and retention

Communication
and educations

Industry dynamics

Engagement

Market penetration

Media and demographics

Switching activity

Retirement readiness

SMSF market (including financial advice, management of, investment options)

Retirement advice, products,
tools, strategies

Value proposition

A commitment to collaboration

A seamless and effective project management experience, with clear communication, global reach, and a tailored approach to help you achieve your goals.

Executive briefings

Engage directly with our industry research experts in high-impact sessions that transform complex data and analysis into clear, high-value, actionable insights that help you move from insight to decision with confidence.

Detailed reporting

Gain in-depth, actionable data and insights powered by advanced analytics, world-class data security, GDPR-compliant privacy standards, and sophisticated visualisation, giving you absolute clarity on the metrics and trends that matter most.

Expert guidance and methodology

Work with a dedicated team that blends deep industry research expertise with rigorous, proven research methods to ensure your decisions are grounded in insights you can trust and strategies that deliver measurable results.

Personalised support

Benefit from ongoing support from our research experts through a tailored, collaborative approach with flexible insight solutions designed to address your industries unique challenges as they evolve. We create industry research packages designed to meet your specific business needs, ensuring maximum impact.

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about our research?

If you're a financial services provider keen to learn more about our research reports, want to join our survey panel community, or are a journalist looking to discuss media opportunities, we’d love to hear from you.

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