Retirement Adequacy Around the World: Insights from the Mercer CFA Global Pension Index 2025
In this session, GFP Institute member and Arete Wealth Strategists Australia Principal Ashley Murphy, CFP®, GFP Fellow, will analyze how leading and emerging retirement income systems perform on the critical dimension of adequacy—the ability to deliver sufficient income for a dignified retirement.
Speakers
Ashley Murphy, CFP® GFP Fellow, is a tri-citizen of the USA, Australia and the UK. Ashley is the founder and Principal of Arete Wealth Strategists Australia, a fee-only financial planning and investment management firm for Australian/American expatriates in the United States and Australia.
From 2014 - 2017, Ashley taught in the CFP programs at UC Berkeley Extension and Golden Gate University. He served as a Knowledge Circle host for the Financial Planning Association's International and Cross-Border Knowledge Circle (2017 - 2019), and is a regular conference speaker. He holds a Graduate Diploma in Financial Planning in Australia making him one of the few financial advisors qualified in multiple countries. Ashley has been quoted in the Wall Street Journal and profiled in Financial Advisor Magazine.
Ashley lives with his wife Eliza, and daughters Elise & Jasmine in Minneapolis, MN. He enjoys cycling, reading and world travel. He is a futurist with interests in architecture, renewable energy and demographics.
About this webinar
In this session, GFP Institute member and Arete Wealth Strategists Australia Principal Ashley Murphy, CFP®, GFP Fellow, will analyze how leading and emerging retirement income systems perform on the critical dimension of adequacy—the ability to deliver sufficient income for a dignified retirement.
Drawing from the Mercer CFA Institute Global Pension Index 2025, Ashley will explore what systems across twelve key markets—the US, UK, Canada, Mexico, Australia, Spain, Germany, France, Portugal, Israel, Japan, India, and China—reveal about the balance between public and private retirement provision, savings incentives, and long-term income security.
Some of the key issues that will be addressed include:
- What drives higher adequacy scores across pension systems today
- How differing models of state, employer, and individual responsibility shape outcomes
- The relationship between pension adequacy and private wealth planning
- Practical insights global financial planners can apply when advising internationally mobile or cross‑border clients
This session will offer a comparative lens on how nations approach retirement readiness—and what global financial planners can learn from their successes and shortcomings.
We hope you can join us!
FAQs
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