Plan for Life (PFL) is an Institutional Shareholder Services Market Intelligence (ISS MI) brand, a division of ISS. PFL was founded to provide actuarial consultancy services, however over the last 30 years, PFL grew into a research house covering the analysis of trends and development of benchmarks within the Australian managed funds and life insurance markets.
Its products range from Simfund Australia, an online reporting and analysis platform, to forecasts on the managed funds industry and market share reports on the investment bond market.
PFL’s mission encompasses four strategic pillars: Data, Process, Research, and People.
- Data is the foundation of its business.
- Process is how it interprets the data. PFL creates paradigms, establishes new metrics, and introduces new analytical frameworks.
- Research refers to the reports PFL releases, ranging from micro-trends in product, distribution and demand to perspectives on the future of the industry.
- People refers to its close relationships with clients to deliver and activate its insights.
We empower the wealth management and life insurance communities to prosper and grow by providing unique information and business intelligence.
Sales revenue from commercial research, data and consulting products. Find out more.