FMA Re-states Focus on Conflicted Commissions
In a keynote address to Financial Advice NZ's inaugural Advice Policy Summit, FMA CEO Samantha Barrass reiterated that its regulatory priorities for the 2026-2027 year include how it manages conflicts from remuneration structures in...
New CEO Named for Southern Cross Health Society
The board of Southern Cross Health Society has appointed Jan O'Keefe as its next CEO. She will take up her new role on 1 February 2027, replacing Nick Astwick.
O’Keefe joins the Society from HBF...
Fairness at Claims Time – Poll Result
Our latest poll result indicates that advisers are giving life insurers a decent thumbs-up with regard to how the companies treat advisers’ clients at claim time.
More than half (54%) of respondents said life insurers...
Partners Life Underwriting Update
Partners Life is making changes to its underwriting processes, with the company highlighting improvements to its team structure and workflows, together with new tools and resources available in its MyPartnersLife adviser portal.
In an Adviser...
AIA NZ Launches Food Discount Benefit
AIA New Zealand has launched a new AIA Vitality HealthyFood Benefit, providing eligible members up to 25% off the cost of fresh fruit and vegetables every month up to a maximum spend of $60.
The...
FSC Awards Finalists Announced
Life insurers feature prominently in the list of finalists for the 2026 FSC Awards, with the council saying the awards recognise the people, teams and organisations “...raising the bar across New Zealand's financial services...
Fewer Disputes Involving Financial Advisers
While Financial Services Complaints Limited has had a record-breaking year for financial services disputes, disputes involving financial advisers were markedly down from a year earlier and on par with the 2023/24 year.
In looking at...
Fairness with Claims – Latest Poll
In your experience has your advice practice found that life insurers treat your clients’ claims with objectivity and fairness?
Our latest poll question was prompted by huge reader interest in our report last week laying...
Advice Policy Summit Nears Capacity
Financial Advice New Zealand’s Advice Policy Summit next week is nearing capacity with around 200 delegates expected at the one-day event in Auckland.
The organisation says attendees are a mix of executive leaders, financial advisers...
Key MDRT Appointments
There was strong interest this week in our story reporting local and regional Kiwi adviser appointments within the worldwide MDRT organisation…
MDRT New Zealand has announced its new chair is Joel McLachlan, who was previously...










