Friday, March 29, 2024

Services

Advisers – Help Kiwis Get ‘Sorted’ Everyday

GUEST COLUMNIST – KATRINA SHANKS When insurance advisers meet clients for an annual review, it provides a chance for them to pause, reflect, and adjust...

Limits Raised for Insurance Ombudsman Investigations

The Insurance & Financial Services Ombudsman Scheme (IFSO Scheme) has increased its financial threshold for consumer complaints covering insurance claims and other financial services/products. Its...

Massey Offers Finance Mentoring Scholarships

A collaboration between the Ministry of Social Development and Massey University will help upskill the workforce dedicated to providing financial mentoring services. This will be...

The Importance of Client Reviews

Our report on the frequency at which advisers should review their client's needs, goals, and risks is not just the basis of this week's...

The Adviser Platform Launches Audit Confidence Check

An audit confidence check is the latest service to be offered by The Adviser Platform (TAP) to help FAPs decide if they’re ready to...

Partners Life Shakes up Adviser Support Network

News of how Partners Life is restructuring its adviser support teams - intended to better meet the needs of individual advisers - was easily...

Advisers Launch New PI Offering

Our report about a group of advisers who are challenging the PI market with their own product was this week's most-read story... A new entrant...

Nib Launches New Claims Service

Nib has launched a new online claims information service, providing advisers with real-time information about their clients' new and active pre-approvals and claims. Initially, nib...

Firms With Cyber Insurance Attacked More Often

A new report states that more than three-quarters (77%) of organisations with cyber insurance were hit by at least one successful ransomware attack in...