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Kelly Pulham
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Trust Us website has this article giving five reasons as to why Family Trusts are better than Wills. Of course, for many people, I am sure that you could write an article on why a will is better than a... Continue reading
Posted 7 days ago at moneyblog
Here you can find a copy of KPMG's annual Financial Institutions Performance Survey - Download 2017 Banks FIPS Embargoed Continue reading
Posted 7 days ago at moneyblog
AMP RPP are introducing a new multi-benefit discount for new business which launches on the 20th of February. If the client has two 'eligible' benefits, a 5% discount applies and if they have three or more a 10% discount applies.... Continue reading
Posted Feb 19, 2017 at moneyblog
Registrations for the Annual IFA / PAA National Advisers conference are now open. Click here to find out more. Continue reading
Posted Feb 18, 2017 at moneyblog
The FMA have published it's updated Strategic Risk Outlook which can be found at this link. The document sets out how the FMA identifies and prioritises key risks to their objective of fair, efficient and transparent markets. Related articles moneyblog:... Continue reading
Posted Feb 16, 2017 at moneyblog
From AMP's media release on support for youth skills development: AMP New Zealand Managing Director, Blair Vernon says AMP is delighted to be partnering with Youth Town and the CFFC to empower young New Zealanders by sharing knowledge and skills... Continue reading
Posted Feb 14, 2017 at moneyblog
Over a decade after a couple of GPs from Queenstown scoped out the possibility of bringing a private hospital and surgical services to the area, it is now in action. Click here to read more about the $30 million project. Continue reading
Posted Feb 13, 2017 at moneyblog
Here is an interesting article by Ross Campbell on Gen Re's website. It discusses the increasing incidence rates against survival rates and outlines some of the biggest risk factors and how this may effect critical illness insurance in the future. Continue reading
Posted Feb 12, 2017 at moneyblog
ASIC sees a high quality culture as a driver of conduct in financial services providers. Link. Continue reading
Posted Feb 11, 2017 at moneyblog
AMP have released this media release and information about their financial results from 2016. In summary: AMP New Zealand Financial Services up 2.8% operating profit AMP Ltd (Australian parent company) down to a net loss of A$344 million Continue reading
Posted Feb 9, 2017 at moneyblog
Tower is set to be sold for $197 million to a Canadian insurance company. Find out more here. Continue reading
Posted Feb 9, 2017 at moneyblog
Professional IQ are hosting a 'Business Risk Analysis' workshop on the 8th of March in Auckland - click here to register. Continue reading
Posted Feb 8, 2017 at moneyblog
FSC media release as follows: Media release 2 February 2017 FSC supports FMA’s view that good conduct is good business The Financial Markets Authority (FMA) today released revised guidance - “A guide to the FMA’s view of conduct” (Guide). The... Continue reading
Posted Feb 6, 2017 at moneyblog
According to a study done in Canada the percentage of seniors moving into retirement with debt has increased by 60% over the past 10 years. This article from LSM insurance discusses the rising need for seniors to have Life Insurance... Continue reading
Posted Feb 1, 2017 at moneyblog
PAA's board member Trevor Slater is holding a session 'Useful tools for connecting with your customer' on the 23rd of February. Click here for more details and to register. Continue reading
Posted Jan 30, 2017 at moneyblog
There have been a number of changes to staff at ANZ Wealth and OnePath Life including a new Managing Director - Wealth, Craig Mulholland has been appointed the position. Roharn Smith is joining the team as an Auckland Regional Sales... Continue reading
Posted Jan 26, 2017 at moneyblog
The Financial Services Council, in association with Workplace Savings and Women in Super, are hosting a Breakfast Leadership Series. Click here to register for the Wellington event and here for the Auckland event. Continue reading
Posted Jan 25, 2017 at moneyblog
Media release follows from Fidelity Life: CHIEF CUSTOMER OFFICER APPOINTED Fidelity Life has appointed Don Allerston to the newly created role of Chief Customer Officer. Allerston has a wealth of experience in the financial services sector with a background in... Continue reading
Posted Jan 24, 2017 at moneyblog
QPR are advertising for a part-time Life and Disability Insurance Product Analyst. Click here to view the details and to apply. Continue reading
Posted Jan 22, 2017 at moneyblog
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We have recently added some estimates of the life insurance premiums for selected bank products on Quotemonster for research users. At this stage it is for Life Insurance only and is available as part of the Head to Head report.... Continue reading
Posted Jan 8, 2017 at moneyblog
'Millennials ages 25 to 34 with children comprise about will generate 80 percent of births in the US - and probably a similar proportion here - a life event that often triggers life insurance purchases.' Continue reading
Posted Jan 6, 2017 at moneyblog
We recently had an adviser ask us this question: If you are on claim with a bank mortgage cover and your mortgage is repaid during your claim does the claim end before you get to the end of the claim... Continue reading
Posted Jan 5, 2017 at moneyblog
A few months back we posted this article on the blog. We had a number of advisers ask us questions as to which insurers might cover things such as tattoos and prophylactic treatments. Here are the responses we received from... Continue reading
Posted Jan 4, 2017 at moneyblog
Congratulations to Zoe Robinson who recently won the Australia/NZ PA of the Year Award. Zoe is PA to nib's NZ CEO Rob Hennin. "Zoë has been my Executive Assistant for three years and I can say with my hand on... Continue reading
Posted Jan 1, 2017 at moneyblog