Direct Life Insurance Awards

Recognition of excellence in Direct Life Insurance by Plan For Life through an independent, objective and transparent research process will give industry participants an insight into best practice and a benchmark to compare performance. More ...

sfd tile

Simfund Dash Australia is an online interactive reporting and analysis tool designed to support the financial industry in its product, marketing, distribution, benchmarking and research efforts covering Australian superannuation and investment markets with data provided by Plan For Life. More...

Institutional Wholesale

NEW Institutional Wholesale Report is underway, looking at leading Wholesale Managers within each Market (Retail, Industry, Govt and Corporate) and each Investment Category more ...

Flexible and market driven Actuarial basis
Our business was founded with entrepreneurial spirit and innovation continues to drive new publications and investigations. MySuper, SMSFs, Direct Insurance, ETFs and Institutional Wholesale are new areas of focus.

25 years of data collection

For over 25 years Plan For Life has provided essential independent financial research and reporting on retail and wholesale managed funds, including superannuation, master funds, platforms, annuities, life insurance and risk markets in Australia.

Make better informed decisions
There are many reasons why people use our research, but mainly it's to make better informed product management decisions. Some wish to identify and track competitors in the product landscape and reveal new opportunities.