Saturday, January 23, 2021

Podcast News Wrap For 19 January 2021

Aussie advisers Australian financial advisers will be free to service clients in New Zealand without an FMA licence from 15 March. The regulator says the exemptions will allow Australian licensees and their representatives to give financial...

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Australian Advisers Get Access to New Zealand

Following a period of consultation that ended in November, the FMA is soon to allow financial advisers based in Australia to service clients in New Zealand without having to hold a local licence. When the...

AIA Australia to Launch New IP Offer

AIA Australia appears to be the first cab off the rank in launching the next generation of income protection products into the Australian market. Responding to APRA's intervention into income protection insurance products at the...

Australian Advisers Able to Operate in New Zealand

Australian financial service licence holders and their representatives will be able to operate in New Zealand without a local licence from the FMA, following the rubber stamping of the Financial Markets Conduct (Australian Licensees)...

History of Partners Life Published

The history and key achievements of Partners Life has been published on the firm's website as part of its pledge to be more open and transparent with customers, advisers, and the regulator. The Partners Life...
Richard Klipin, CEO, FSC, Get In Shape summit 2020.

Get In Shape Advice Summits Return for 2021

This year's Get In Shape advice summits are being held at four locations across the country with one session being broadcast online. Summits will focus on updating the adviser community on the incoming regulatory regime...

Walk, Run and Cycle, at Partners Life Dual Fundraiser

The Partners Life DUAL is a day of walking, running, and cycling events, on the protected islands of Motutapu & Rangitoto. Organised by Partners Life in partnership with the Motutapu Restoration Trust, the annual event...

Discontinuance Rates Fall in Australia

Data released by DEXX&R in December reveals a continuing decline in discontinuance rates for both lump sum and disability insurance products in Australia. The researcher’s latest Life Analysis Report, reveals the individual lump sum insurance...

Podcast News Wrap For 12 January 2021

Partners Life Partners Life is preparing to list on the New Zealand Stock Exchange, but only when the time is right, says the firm's Managing Director Naomi Ballantyne. Just before the year-end the firm announced its...