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AIA digital makeover driven by COVID-19 crisis, and more daily news
Sam Tremethick, AIA distribution executive, revealed that AIA is in a better position now that it was a year ago. This has been credited to people being more risk averse and understanding the need for protection. “When New Zealand went... Continue reading
Posted 4 days ago at moneyblog
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FSC announce plans for Generations 2020
The FSC has announced that Generations 2020 will go ahead virtually. The conference will be held on October 13-15 2020. Alongside existing speakers, new guests are set to be announced. “We are excited to announce that the FSC's 2020 Digital... Continue reading
Posted Sep 12, 2020 at moneyblog
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Asteron Life offer customers access to updated Best Doctors, and more daily news
Asteron Life has announced that it will be offering customers the option to access medical advice online and over-the-phone. Eligible customers are those with an existing Asteron Life disability insurance, their children, partners, parents and parents-in-law can all access the... Continue reading
Posted Sep 6, 2020 at moneyblog
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FSC looking for industry insights for new study, and more daily news
The FSC is seeking participants in a survey that relates to the three-part study Money & You. The survey is working to gather data on the views of those in the professional advice industry on the challenges faced within the... Continue reading
Posted Aug 31, 2020 at moneyblog
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Industry reacts to disclosure regulation draft, and more daily news
The submissions on disclosure regulations have been released by MBIE. Although the response was largely positive, some concerns were raised about the disclosure requirements set to come into place on 15 March 2021. AMP highlighted the risk of repetition without... Continue reading
Posted Aug 30, 2020 at moneyblog
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Applications near the 1,000 mark, and more daily news
Information realised by the FMA show that 949 transitional licence applications had been approved as of 21 August 2020. The approved licences represent over 7,000 advisers. Katrina Shanks said that she expected more applications to be processed as she doesn’t... Continue reading
Posted Aug 29, 2020 at moneyblog
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COVID-19 crisis lessons for risk planning, and more daily news
After the Alert Level was eased to Level 1, New Zealanders returned to life as normal but after months of normalcy we were all shocked to discover that there was a COVID-19 resurgence and Aucklanders found themselves in lockdown once... Continue reading
Posted Aug 27, 2020 at moneyblog
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Partners Life update waiting period restriction on QFA, and more daily news
Partners Life has announced that the waiting period restrictions for self-employed customers have been lifted from QFA. The revision to waiting periods was applied to Quote and MUM immediately after the announcement in July. The update to QFA means that... Continue reading
Posted Aug 20, 2020 at moneyblog
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Aon to offer clients free wills, and more daily news
Aon has partnered with Footprint to offer current and new clients with corporate life insurance policies the option to have their wills drawn up free of cost. This partnership is designed to save clients estate admin fees and increase the... Continue reading
Posted Aug 18, 2020 at moneyblog
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Further clarification of disclosure requirements, and more daily news
MBIE has finalised the disclosure requirements for advisers. Sharon Corbett, manager financial markets has acknowledged that this year hasn’t gone as planned but regulators still want the transition into the new regime to be a seamless one, with the disclosure... Continue reading
Posted Aug 14, 2020 at moneyblog
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Welcome changes to CoFI, and more daily news
The slight amendment to CoFI ensures that financial advisers are omitted from the product providers’ fair conduct programmes. The clarification means that advisers will not have their own code of conduct, their FAP’s systems and the conduct programmes of different... Continue reading
Posted Aug 13, 2020 at moneyblog
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Importance of focusing on replacement business, and more daily news
Engagement in replacement business has been a focal point of regulators in previous years and the introduction of the new regime will mean that advice on policy replacement will be closely monitored. During an FSC Get in Shape webinar Steven... Continue reading
Posted Aug 11, 2020 at moneyblog
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Advisers failing to track transitional licence applications, and more daily news
The FMA has revealed that although 400 entities have registered on the FSPR at the companies office to become a FAP, none have initiated the next steps in the process. During an FSC webinar, John Botica mentioned that an adviser... Continue reading
Posted Aug 9, 2020 at moneyblog
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Southern Cross study finds Millennials and Gen Z less happier, and more daily news
The Southern Cross Futures Report 2020 has found that Millennials and Gen Z are unhappy with several aspects of their lives including friendships, social lives and wellbeing. The study revealed the number of dissatisfied Millennials and Gen Z participants outweighed... Continue reading
Posted Aug 8, 2020 at moneyblog
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Australia: AMP hit with two lawsuits in the same week, and more daily news
AMP in Australia has been served with its second lawsuit in a week. The latest lawsuit is a result of advice being provided on life insurance products while the first is related to AMP’s ‘buyer of last resort’ policy. “AMP... Continue reading
Posted Aug 2, 2020 at moneyblog
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Adapting adviser businesses to accommodate vulnerable clients, and more daily news
Strategi Group recently released their white paper on vulnerable clients, they are now urging advisers to have processes in place to better accommodate vulnerable clients. It is especially important for advisers to update processes and procedures as a significant number... Continue reading
Posted Aug 1, 2020 at moneyblog
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Greater effects of unemployment, and more daily news
Posted Jul 31, 2020 at moneyblog
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Legal and regulatory update: quarterly regulation metrics released
30 July 2020 – NZX released its Quarterly Regulation Metrics for Q2 2020, containing information on NZX Rules and policy consultations as follows: · Consulting on proposals to amend the disclosure setting for direct listings, with submissions closing on 31... Continue reading
Posted Jul 30, 2020 at moneyblog
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AIA set to host online health and wellness event, and more daily news
It was announced that AIA will host an online health and wellness event, AIA Live, on August 2 2020 from 2 pm to 10pm. The event will be focused on mental wellbeing, exercise, activity and rest, nutrition and personal growth... Continue reading
Posted Jul 30, 2020 at moneyblog
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FMA survey findings, and more daily news
Part two of the results of the FMA’s investor confidence survey have been revealed. Although the focus is on investment, it is interesting to see the current thinking of New Zealanders in terms of accessing financial advice. The survey found... Continue reading
Posted Jul 26, 2020 at moneyblog
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Partners Life reverse waiting period for self-employed clients, and more daily news
After making changes to underwriting guidelines for self-employed customers earlier this year Partners Life received feedback that they used to further improve processes. Adviser feedback focused on the 4 week waiting period for Income Cover, Mortgage Repayment Cover, and Household... Continue reading
Posted Jul 25, 2020 at moneyblog
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nib Putting Health into Life seminar, and more daily news
nib will be holding seminar series, Putting Health into Life and Work from July 28 to August 14. The seminars will include different speakers that will touch on different healthy living points. As part of the series group insurance as... Continue reading
Posted Jul 10, 2020 at moneyblog
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Liquidator highlights fraud, and more daily news
A liquidator has provided a report detailing the activities of Barry Kloogh who plead guilty to charges in March. The liquidator examined over 100,000 transactions as well as bank transactions dating back to 2012 to understand if stolen funds were... Continue reading
Posted Jul 8, 2020 at moneyblog
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AIA community grant launched, and more daily news
Posted Jul 5, 2020 at moneyblog
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Cigna non-medical limits enhancements, and more daily news
Posted Jul 1, 2020 at moneyblog
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