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Demystify licensing - understanding what is required to be licensed as a financial advice provider
There’s a lot of talk around the licensing pathway, and it is getting more complicated than ever for advisers who would prefer to maintain in control of their advice practice. Advisers will need to prepare their practice in advance of... Continue reading
Posted 2 days ago at moneyblog
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Newpark update
Newpark has appointed Peter Lycett as General Manger, Performance and Growth. Lycett has been working as an AFA for the past eight years and has previous experience as a litigator. Continue reading
Posted 4 days ago at moneyblog
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Trevor Slater to leave FDRS
Trevor Slater, client director at Financial Dispute Resolution Service (FDRS), is set to leave after 20 years of service. Although Slater leaves FDRS, he leaves in high spirits and looks forward to the next chapter in his career. The Chatswood... Continue reading
Posted 6 days ago at moneyblog
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Asteron Life Kids Cover update
Asteron Life have simplified the way of getting a Special Events Increase on Kids Cover. From 14 May, customers and advisers can call the Asteron Life contact centre number (0800 737 101) to have their increased processed and approved Continue reading
Posted 7 days ago at moneyblog
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AIA update
Since acquiring Sovereign, AIA have been working to market existing AIA and Sovereign products under the AIA brand. It has been announced that AIA/ Sovereign is going to start communicating important brand and product information directly to customers from 20... Continue reading
Posted Jun 17, 2019 at moneyblog
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Fidelity announcement
Katherine Johnson has been appointed as Chief Operating Officer. Johnson’s appointment comes after the departure of Neale Watling. She will join Fidelity in August. Johnson has many years’ experience working in financial services industry. At Fidelity, Johnson will be responsible... Continue reading
Posted Jun 17, 2019 at moneyblog
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Breaking through the mental and figurative glass ceiling
Regardless of the industry, the glass ceiling remains a prominent issue here in New Zealand. Despite the glass ceiling, women often refrain from applying for executive roles in fear of being inadequate. This was the case for Nadine Tereora, current... Continue reading
Posted Jun 15, 2019 at moneyblog
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Pinnacle Life new advertising
The new Pinnacle Life ad has been crafted in a manner that illustrates the consequences of being unprepared for unforeseen life events. The devastating effects of being unprotected is intended to appeal to the emotions of viewers. The turn in... Continue reading
Posted Jun 12, 2019 at moneyblog
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OnePath price updates
As announced earlier in the year, price changes are being implemented this month. Applications on Mortgage Repayment Cover that are submitted after June 21 will have a 10% increase in price. The price increase will take effect on all existing... Continue reading
Posted Jun 6, 2019 at moneyblog
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Thoughts on Susan Edmund’s Starting out Starting over
Posted Jun 6, 2019 at moneyblog
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Historical Ministerial diaries now publicly accessible
The general public is now able to search for Ministerial diaries. This is due to the completion of the historic Ministerial diary release, which allows anyone to search up content from October 2017 until April 2019. Through this feature, users... Continue reading
Posted Jun 5, 2019 at moneyblog
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United States: the importance of having disability cover
United States content, but still some relevant comments. Click the image above or click here to watch a video on the importance of getting disability insurance. In the video, the different types of disability insurance offered in case of an... Continue reading
Posted Jun 5, 2019 at moneyblog
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Lead up to FSC Towards Wellbeing conference
A good overview of the content in the forthcoming FSC conference, themed on Wellbeing, by each workstream. Mark Daniels: Insurance Workstream Vanja Thomas: Investment Workstream Russell Hutchinson: Wellbeing Workstream Chris Hutton: LADUCA (Claims and Underwriters) Workstream Continue reading
Posted May 28, 2019 at moneyblog
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FSC to launch Risking Everything in June
Financial Services Council will be launching Risking Everything, research conducted with over 2000 participants, on 11 June. The study was concerned with understanding New Zealander’s perspective on risk, what they do to lessen risk, and how they manage the impact... Continue reading
Posted May 23, 2019 at moneyblog
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AFAs are not required to apply for renewals
The FMA has specified that based on transitional provision clause 79, AFAs do not need to apply for renewals. The clause states that an AFA’s authorisation will remain as is until the Financial Advisers Act 2008 is annulled. FMA is... Continue reading
Posted May 21, 2019 at moneyblog
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Countdown begins to Towards Wellbeing conference
Only a couple of weeks remain until early bird ticket sales for Towards Wellbeing conference end. The conference will be held on 11-12 September at the Pullman Hotel in Auckland. The full-day event will begin with breakfast at 7.30 am... Continue reading
Posted May 19, 2019 at moneyblog
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How to make a submission on the Conduct of Financial Institutions Options Paper:
Step 1: Read the materials in this blog post Step 2: This is the a good approach to thinking about your submission Customer – How does this benefit customers? Facts – use relevant facts to support your submission Comparison –... Continue reading
Posted May 16, 2019 at moneyblog
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Asteron Life aiming to ensure advisers are up to date through workshops
Asteron Life is holding two workshops focused on their personal lump sum cover products and their personal disability income cover products. Advisers seeking to upgrade their understanding of Asteron Life products, advisers and support staff new to Asteron Life and... Continue reading
Posted May 15, 2019 at moneyblog
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Partners Life Fastapp update
Partners Life launched Fastapp in March 2017. It was meant as an option for those who did not have the time to complete the underwriting process. Partners Life announced: "During the two years, Fastapp has been in the market; certain... Continue reading
Posted May 13, 2019 at moneyblog
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NZTA System Helping to Pinpoint Crash Sites
You are now able to find out how many crashes occurred in an exact area or region. Through the use of New Zealand Transport Agency's Crash Analysis System, users are able to look up crashes that have happened since 1... Continue reading
Posted May 12, 2019 at moneyblog
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Fidelity Life set to prolong campaign
The ongoing campaign which allowed new Platinum Plus, Platinum Plus Level or Mortgage Protector customers to get the first two months free has been extended for another two months. Adrian Riminton, chief distribution officer, has stated that Fidelity is overwhelmed... Continue reading
Posted May 11, 2019 at moneyblog
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Breast cancer patient offered limited access to medicines
Terre Maize Nicholson was diagnosed with advanced breast cancer in 2013 and was offered limited treatment options. Around the same time that she was diagnosed, the company she worked at was considering subsidising health insurance for employees. Although Nicholson had... Continue reading
Posted May 1, 2019 at moneyblog
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Expression of interest for Partners Life May adviser training course now open
New and recent advisers looking to gain industry insight are now able to express their interest to attend a Partners Life three-day adviser training course which will be held 20-22 May 2019 on level three at the Partners Life House... Continue reading
Posted Apr 29, 2019 at moneyblog
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Update on Asteron’s Kids Cover increase
It was announced in February that Asteron would increase their free Kids Cover Benefit from $10,000 to $50,000. As a result of technical issues, emails and letters of notification were not sent out at the expected release dates. Kids Cover... Continue reading
Posted Apr 26, 2019 at moneyblog
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Grant Thompson appointed to AIA Vitality Coach
During AIA and Sovereign’s roadshow, it was announced that Grant Thomson was appointed as the AIA Vitality Coach for New Zealand. Through the launch of AIA Vitality, advisers will be able to initiate a conversation that touches on a more... Continue reading
Posted Apr 23, 2019 at moneyblog
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