The first Adviser council session update of 2025.

The first Adviser council session update of 2025.

We held the first Adviser council meeting of the year recently, with 5 new members joining the team. We’re proud to have this group assembled to represent the voice of our adviser community.

This session saw its members engaging in open discussions on key industry challenges, customer needs and how Fidelity Life can better serve the adviser community. These conversations are shaping our approach for the year ahead.

Here's a look at what was covered.

1. Round table.

  • Our council shared their experiences regarding the following themes:
    - Increased claims.
    - The importance of client education.
    - The impacts of digital tools and AI on their businesses.
  • There was a consensus on the need for face-to-face meetings despite the rise of digital solutions.

2. Market update.

  • Discussions included the state of the market, the impact of in-force price increases and the need to keep Fidelity Life products highly ranked.
  • The importance of one-to-one conversations and reactive communication was also emphasised.

3. Review of FY26 draft plan.

  • The council provided feedback on the draft plan for the upcoming financial year, highlighting the importance of:
    - Continual improvements in all areas of business.
    - Regional events including hosting and relationship building moments.
    - Clear communication on product training and development programmes.
  • And there was positive feedback on:
    - The Group platform refresh.
    - Straight-through-acceptance goals.

4. Sharing our 3-year strategy.

  • We shared our strategy for the next 3-years with the council, highlighting the importance of clarity, accountability and the ability to pivot.
  • Feedback from the council was positive, with a focus on:
    - Maintaining strong communication with advisers.
    - Improving claims processes.
    - Seizing opportunities with group insurance.

The discussions from this session are just one example of our ongoing commitment to working closely with the adviser community. We're excited to take these insights and put them into action, ensuring we continue to evolve in ways that support your success.

Stay tuned for more updates from your Adviser council.