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Kelly Pulham
Recent Activity
Suncorp NZ have launched a new software allowing 700 virtual desktops to enable more flexibility to employees. Click here to read more. Continue reading
Posted yesterday at moneyblog
Professional IQ are holding a webinar titled 'Non-disclosure: when clients don't have to disclose'. They will look at the limited instances when an insured does not have to disclose information to an insurer. Using case studies from complaints to the... Continue reading
Posted 2 days ago at moneyblog
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Quotemonster has gone through a major upgrade. You can try out the new site, and all your quotes and research on either site are accessible on both. The new layout may take a little getting used to - but it... Continue reading
Posted 3 days ago at moneyblog
A recent study in a Lancet journal states that being underweight or overweight could take four years off your life expectancy. This article from BBC has more about the findings of the study as well as a calculator to see... Continue reading
Posted 6 days ago at moneyblog
As part of our service to the industry we are looking to invite Quotemonster users to discuss our new platform and a number of other topics listed below in the coming weeks. As we are based in Auckland the sessions... Continue reading
Posted 6 days ago at moneyblog
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Next Monday Partners Life as launching their new quote software (Quote V2) which has a number of improvements and additions to their previous version. It also has an improved user interface making it easier for advisers to input client information... Continue reading
Posted 7 days ago at moneyblog
Here is the FSC release on the retail banking report issued by the FMA and RBNZ recently. Download FSC Culture and Conduct report an important step Continue reading
Posted Nov 6, 2018 at moneyblog
AIA and Sovereign are behind the Challenge which first started back in 2016. The Healthiest Schools Challenge aims to give school-aged children around the country tasks and tips on how to build and maintain a healthy lifestyle. Some of the... Continue reading
Posted Nov 2, 2018 at moneyblog
The FMA has granted a class exemption to enable companies who offer investments to publish product disclosure statements in both te reo Māori and English. Click here to read more. Continue reading
Posted Oct 31, 2018 at moneyblog
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FMA has released their 2018 Annual Report which can be found at this link. Continue reading
Posted Oct 30, 2018 at moneyblog
Partners Life are investing into new quote software which will be going live on the 12th of November. They will be holing training sessions around the country between the 5th and the 8th of November. Click here to register. Continue reading
Posted Oct 29, 2018 at moneyblog
Since 2016 Fidelity Life have been asking for feedback from claimants and new customers to improve the claims experience and on-boarding process for clients. They have now extended the programme 'Listening Post' to include feedback from policy renewal processes and... Continue reading
Posted Oct 28, 2018 at moneyblog
In case you missed it here is the latest Quotemonster newsletter. Continue reading
Posted Oct 25, 2018 at moneyblog
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AIA have announced rate changes effective 1 November to their Superior Health, Superior 3 Health, Real Health and our Cancer Treatment Benefit products. Here is a summary of the changes: Continue reading
Posted Oct 24, 2018 at moneyblog
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On the 10th of October AA launched a new suite of pet insurance products. Continue reading
Posted Oct 20, 2018 at moneyblog
Financial Advice NZ are inviting members to participate in an exclusive member-only Group Life and TPD insurance scheme. The offer is valid until the 30th of October and eligibility rules can be found here. Continue reading
Posted Oct 18, 2018 at moneyblog
The draft Code of Conduct released last week has been commented on by many and RiskInfoNZ have shared what some have to say here. Continue reading
Posted Oct 17, 2018 at moneyblog
Thank you to all of those who came and visited us on the Quotemonster stand at the recent Financial Advice NZ Conference in Rotorua. We had a great response to our 'Take a Selfie with the Dinosaur' competition and the... Continue reading
Posted Oct 15, 2018 at moneyblog
Congratulations to Rebecca Sellers who has been appointed as Chief Legal, Risk and Conduct Officer at Partners Life. Read more here. Continue reading
Posted Oct 6, 2018 at moneyblog
Last chance to register for the FSC event - The Future of Tax: Insights from the Tax Working Group. Click here to find out more. Continue reading
Posted Oct 4, 2018 at moneyblog
nib have made pricing updates to their Ultimate Health and Ultimate Health Max products effective 1 October - these are now live on Quotemonster. Here is a summary of the changes: Specialist option: increase of 2.4% GP option: no change... Continue reading
Posted Sep 30, 2018 at moneyblog
This article in NZ Herald explains what happens to someone's assets if they die without a Will in place. Research by the Commission for Financial Capability has found 47 per cent of people have a will but it is much... Continue reading
Posted Sep 29, 2018 at moneyblog
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AMP have this section on their site which gives consumers a bunch of helpful articles based on the categories below. Continue reading
Posted Sep 28, 2018 at moneyblog
Here is a sad story of a family struck by tragedy way too many times. The Givealittle page set up on their behalf reads: Marcus (23) father of 3, and Hamiora (25) father of 2, are both battling different forms... Continue reading
Posted Sep 22, 2018 at moneyblog