Saturday, December 5, 2020

New Course to Help Advisers Bridge the Knowledge Gap

Strategi Institute has launched a training course to help bridge the knowledge gap for advisers transitioning from the current financial advice regime and the new one. Its Closing the Gaps course is aimed at advisers...

Podcast News Wrap For 2 December 2020

The Partners Life Matrix The Customer Outcome Matrix launched by Partners Life in April has been well-received by advisers, says the firm this week. The matrix is a system that includes the insurer surveying customers...

Partners Life Customer Surveys Well Recieved

Driving home the importance of ensuring advisers' customers understand the insurance products they buy is Partners Life and its Customer Outcome Matrix. It was introduced by the company in April and Partners Life says it...

AFS Licence Needed for Claims Handling

The Australian Securities and Investment Commission (ASIC) released a draft information sheet at the end of last week which addresses the impending removal of the exemption of claims handling activities from the definition of...

Full licensing application guide

GUEST COLUMNIST – KATRINA SHANKS The release of the full FAP licence standard conditions by the FMA is the last piece of the puzzle in the lead-up to the start of the new regulatory regime...

Poll

Are Mergers Good For You?

With the merger of Kepa and NZFSG now settled, and what with Share and Newpark Group joining forces, industry consolidation in New Zealand continues. While it might make for stronger companies, is it good for...

Strategi Institute – Eight Years as a Category 1 Training Provider

Strategi Institute has retained its status as a Category 1 training provider, continuing its run as the only active educator in the financial services sector to have been awarded the highest possible rating for...

Keep Fit and Get a Free Apple Watch

AIA NZ is encouraging its customers to improve their fitness levels with a free Apple Watch offer worth up to $699. “The Series 6 GPS Apple Watch is one of a number of additional benefits...

Cracking New TV Campaign From Partners Life

Partners Life has launched a TV advertising campaign featuring popular nursery rhyme characters to promote the importance of having life insurance. The campaign launched on Sunday 29 November with a spin on the classic Humpty...