MUFG Pension & Market Services
A member of MUFG, a global financial group

A 360° solution for your members

Retire360 Resources

Life's journey is a winding road, filled with unexpected turns and incredible destinations. Whether your members are just starting out in their first job or living their best life in retirement, we’re here to support them every step of the way. We understand that financial planning is more than just numbers; it's about dreams, aspirations, and security.

Retire360 is your trusted partner, offering funds like yours a 360-degree view of your members’ financial well-being. Our solutions are designed to help you provide a seamless, holistic approach to financial planning, so you can better support your members at every age and stage of life. Beyond crunching numbers, we collaborate with you to highlight opportunities, manage risks, and build stronger member relationships.

A holistic approach to financial health

Through Retire360, you’ll gain access to the digital tools and expertise that allow you to offer holistic advice, guidance and support to your members. Our approach delves into every dimension of their financial well-being.

Plan

Retirement and contribution strategies

Protect

Insurance advice to meet individual needs

Grow

Investment recommendations aligned with risk profiles

Transition

Navigating the shift from accumulation to retirement

Retire

Guidance on retirement & sustainable income options

Expert advice from every angle

Telephone Advice

Offering super funds, wealth managers and insurers a scalable suite of expert phone-based advice and guidance solutions.

Where your members receive expert guidance and advice on superannuation essentials.
Investment choice within super
Contributions and tax-efficient strategies
Insurance tailored to member needs
Navigating a smooth transition to retirement
Exploring account-based pensions & retirement income options
Pre-and post-retirement health checks
Access to our Retire Ready service
General advice on super

Retirement Ready

A scaled advice solution that meets the simple retirement needs of members today and tomorrow to help you improve the advice experience.

Retirement Concierge: Provides guidance or general advice to members in preparation for the advice consultation.
Centrelink Age Pension: The service includes a Centrelink Age Pension implementation feature for eligible members.
Pre-Retirement Check-In: Includes an appointment prior to the member's retirement date to confirm details and ensure preparedness.
Guided Support: For members through their retirement journey, resulting in higher satisfaction levels and successful setup of pension accounts.

Digital Advice

Drive member engagement with an advanced digital advice platform that delivers seamless, tailored intra-fund advice.

Seamless Integration: Embedded via APIs into your member portal with pre-filled member details for a streamlined experience.

Proven Expertise: Built on a proprietary algorithm refined over a decade, reviewed annually by actuaries, and trusted by over 1.5 million members since 2011.

Powered by Super Blueprint

Licensee Services

Our AFS licensee service empowers funds to deliver high-quality, compliant financial advice.

Financial Planning Tools: Software with customised workflows, para-planning, and Statement of Advice templates.
Robust Compliance: Advice file audits, SOA reviews, and governance support to uphold fiduciary standards.
Expert Training: Continuous education, professional development events, and an annual conference to keep advisers at the forefront.
Research & Technical Support: Access to approved product lists (APLs) and advisory governance.

Adviser Online

Deliver faster, smarter support for ASIC Registered financial advisers with a solution focused on automation, security and user experience.

Instant self-registration: fast & easy adviser onboarding.
Third-Party Authority (TPA): approvals completed in just minutes after member authentication.
Self-serve documentation: submit documents securely or generate key documents on demand.
Digital Advice Fees: fully digitised, member-approved fee processing within fund limits.

Tailored Strategies for every member

Recognising that no two member journeys are the same, Retire360 equips you with a combination of digital products and personalised services to deliver tailored financial solutions. Our advanced technology and experienced advisers work hand-in-hand with you to design a 360-degree advice offering that aligns with your needs and member aspirations.

Why Choose Retire360?

MUFG Retirement Solutions supports some of the largest superannuation funds in Australia, holding approximately 30,000 member bookings for personal and general advice each year. Impressively about 80% of personal retirement recommendations convert to members opening a pension account annually.

Proven Expertise

Gain access to seasoned financial advisers who deliver comprehensive advice, guidance and support that is tailored to member needs.

Affordable Solutions

Scalable, cost-effective advice offerings, including telephone, digital, and licensee services, making professional support affordable to all members.

Accessible Technology

User-friendly digital tools that streamline advice delivery and empower members and advisers with real-time insights and resources.

Proven Track Record

A decade of innovation and results, including serving over 1.5 million members through digital advice and managing tens of thousands of third-party authority requests each year.

Holistic Approach

Addressing every aspect of financial well-being, from planning and protection to growth, ensuring members receive end-to-end financial care.

FAQs

Do we need to be an MUFG Pension & Market Services administered fund to work with Retire360?

The short answer is no.

For our telephone advice solution, we will work with you to find the most practical and secure way to share member data.
SBP is designed to call member data using an application programming interface (API). The API will connect data to Super Blueprint from otherwise separate applications regardless of who administers the fund.
Our licensing solution does not require the exchange of any member data. By taking advantage of our licencing options we provide you with the likes of templates, software, training and compliance; however the member data is entered by and held by your fund.

Can I access more than one service at the same time?

Yes, our solutions can be used individually, in conjunction with each other or all at the same time, depending on your business needs.

Do I get a dedicated account manager?

While Retire360 has a dedicated account management function, our clients have direct access to managers and staff within the business. This way you will still always be able to access the support you need.

What are the costs involved?

Costs vary depending on; what solutions you wish to use, volumes of advice and number of advisers applicable, whether API work is required, and in the case of our licensee solution, whether you are licenced as an authorised representative or corporate authorised representative. If you would like further information on pricing please contact us via the contact enquiry form or on 1300 734 007.

Where can I read more about Retire360 solutions, services and fees?

You can read more about us, our services, our products, our fees and our complaints process in our Financial Services Guide (FSG).

Together, we navigate the complexities of financial management, helping you deliver the clarity, confidence, and results your members deserve. With Retire360, your fund becomes a trusted compass to ensure financial success for every member.

Services

Resources

A 360° solution for your members

A holistic approach to financial health