Published work

Selected publications:

RIIG. (2023). “Drawdown Rules of Thumb: Update 2023.” Retirement Income Interest Group of the New Zealand Society of Actuaries.

RIIG. (2022). “Future KiwiSaver balances and implications for retirement income policy.” Retirement Income Interest Group of the New Zealand Society of Actuaries.

RIIG. (2022). “Insights into pre-retirement KiwiSaver accounts.” Retirement Income Interest Group of the New Zealand Society of Actuaries.

RIIG. (2021). “How to make drawdown a success.” Retirement Income Interest Group of the New Zealand Society of Actuaries.

RIIG (2020). “Decumulation Rules of Thumb: An Update”, Retirement Income Interest Group of the New Zealand Society of Actuaries.

RIIG (2019). “Longevity in New Zealand: Implications for Retirement Income Policy”, Retirement Income Interest Group of the New Zealand Society of Actuaries.

RIIG (2019). “Retirement income policy in New Zealand: A discussion of context and principles.” Retirement Income Interest Group of the New Zealand Society of Actuaries.

RIIG (2017). “Decumulation Options in the New Zealand Market: How Rules of Thumb Can Help”, Retirement Income Interest Group of the New Zealand Society of Actuaries.

RIIG (2015). “Income Streaming in Retirement: Options for New Zealand“. Retirement Income Interest Group of the New Zealand Society of Actuaries.

O’Connell, Alison. (2013). “Longevity trends and their implications for the age of eligibility for New Zealand Superannuation.” Wellington: Commission for Financial Literacy and Retirement Income.

O’Connell, Alison. (2012). “Underestimating lifespans? Why longevity risk exists in retirement planning and superannuation policy.” PhD thesis. Victoria University of Wellington.

O’Connell, Alison. (2012). “Variation in longevity.” In Longevity Bulletin 03. London: Institute and Faculty of Actuaries.

Nine to Noon, Radio New Zealand, November 2011. “Research shows two thirds of New Zealanders underestimate how long they are going to live.”

O’Connell, Alison. (2011). “Is life expectancy the lifespan we should expect?” In Longevity Bulletin 02. London: Institute and Faculty of Actuaries.

O’Connell, Alison. (2011). “International forecasts of future longevity.” In Longevity Bulletin 01. London: Institute and Faculty of Actuaries.

O’Connell, Alison. (2011). “How Long Do We Expect to Live? A Review of the Evidence.” Journal of Population Ageing 4 (3), pp 185-201. doi 10.1007/s12062-011-9049-1.

O’Connell, Alison. (2010). “Retirement Expectations: How long do we expect retirement to last?” In Retirement Income and Intergenerational Equity, eds. Judith Davey, Geoff Rashbrooke and Robert Stephens. Wellington: Institute of Policy Studies.

O’Connell, Alison. (2009). Financial Literacy in New Zealand Research Paper for the Capital Markets Development Taskforce, Ministry of Economic Development, Wellington.

O’Connell, Alison. and Dunstan, K. (2009). “Do cohort mortality trends emigrate? Insights on the UK’s golden cohort from comparison with a British settler country.” British Actuarial Journal 15, Supplement, 1:91-121. https://doi.org/10.1017/S1357321700005535.

O’Connell, Alison. (2009). “KiwiSaver: A Model Scheme?Social Policy Journal of New Zealand Issue 36.

O’Connell, Alison. (2008). “Evaluating the effectiveness of financial education programmes.” OECD consultant reports on financial education, OECD/US Treasury International Conference on Financial Education Taking Financial Literacy to the Next Level: Important Challenges and Promising Solutions, Washington D.C., 7-8 May 2008.

O’Connell, Alison. (2008). “Evaluating the effectiveness of financial education.” Wellington: Commission for Financial Literacy and Retirement Income.

O’Connell, Alison. (2007). “How effective is financial education?Policy Quarterly, 3(3), 40-46.