January 20, 2020
The Financial Services Council has gone on record in support of Recommendation 4.8 of the Banking Royal Commission which makes insurance claims handling a financial service. (more…)
Bushfire Victims to be Treated as Vulnerable Customers – FSC
January 17, 2020
Life insurers will treat people making a claim related to the bushfires as vulnerable customers who need additional support, under the FSC Life Insurance Code of Practice, the Financial Services Council has announced. (more…)
Making Compliance Work For You: The Elements of Valuable Life Insurance – Part 3
In this article, the final in a three-part series, BT’s Crissy De Manuele continues to break down the elements of what constitutes valuable life insurance advice, turning her focus on research comparisons and underwriting pre-assessments… (more…)
Continue Reading
0 · January 17, 2020 in AdviserFocus, Claims, Compliance & Regulation, Underwriting
0 · January 17, 2020 in AdviserFocus, Claims, Compliance & Regulation, Underwriting
Bushfires – Life Insurers Pledge Wide-Ranging Support and Waivers
January 16, 2020
Life insurers are pledging to help bushfire victims and volunteer workers through a range of different initiatives and support services. (more…)
AFA Announces Bushfire Crisis Pro Bono Financial Advice Programme
The AFA has announced that it is working with the Financial Planning Association, in a coordinated and collaborative industry response, to establish a Pro Bono Financial Advice programme where members of each association can volunteer their time to help Australians impacted by the bushfires to rebuild financially. (more…)
Another Tough Year for Risk Advisers
January 14, 2020
Risk focussed advisers are facing yet another challenging twelve months, according the results of our latest poll. (more…)
FASEA Update – Remote Access and Exam Dates
January 13, 2020
Eligible advisers will now have remote access to the FASEA Financial Adviser Exam following the launch of FASEA’s remote proctoring solution. (more…)
Bushfires – FPA to Launch Pro Bono Support Programme
January 10, 2020
The Financial Planning Association of Australia is in the process of establishing a pro bono programme where members can volunteer their time to help Australians impacted by the bushfires rebuild financially. (more…)
Australian Bushfires – Finding Lost Life Insurance Policies
The Financial Services Council has launched a new service for Australians and their loved ones to use if life insurance policy details have been lost or destroyed as a result of the devastating bushfires. (more…)
ASIC Bans NSW Adviser
January 9, 2020
ASIC has announced it has banned Northern NSW adviser, David O’Brien, from providing financial services for four years following a surveillance by the regulator. (more…)
