April 2021.
On point

April 2021.

Welcome to On Point for April. There’s a lot happening in the coming months so here’s a quick summary of what you need to know.

Commission model and agreements coming soon.

We’ve recently shared details of our new commission model. You can expect more information on this and Distribution Agreements soon.

In case you missed it, you can check out the video on commissions below.

Watch commissions video.

Get your product accreditation done before July.

Well done to all of you who’ve completed part 1 and 2 of your accreditation. We’re working hard to get part 3 out to you and will be running accreditation workshops nationwide, more detail on that soon.

It’s important to complete your accreditation before the end of June 2021 so we can continue to work with your agency.

Changes to tax statements.

We’ve made some changes to our statements for the tax year ending 31 March 2021 to ensure we continue to comply with the requirements of the IRD.

We’ll be sending a cover letter to customers explaining these changes with their tax statements by the end of April 2021. Any questions on these changes please contact your BM/BAM.

See letter

Call recording.

With the introduction of our new telephony system, we’ve streamlined our recording of calls made through this system. There’s now call recording across all the teams you’ll deal with, for quality and assurance purposes.

You won’t be reminded during calls that we're recording, except where you get our IVR recorded message, however customers will be told about our call recording at the start of call.

A reminder of why we do what we do...

Our customers David and Cheri shared their heart-felt experience with us. Their story’s a good reminder of the important role we all play in looking after our customers when they need it the most.

Big thanks to Carl Drummond from Advice 4 Life, for helping us to make this happen.

Check out the video.

Keeping in touch.

A reminder to continue reaching out to customers to understand whether they're concerned about paying premiums due to the impacts of Covid-19.

Lastly, thanks for all ongoing support, particularly during the transition to the new regime.

We’re committed to advisers and the financial advice you provide; we’re committed to delivering improvements to our overall adviser proposition and making it easier for you to do business with us.

It’s another big year for all of us!

He waka eke noa (We’re all in this together/we got this!)

That’s all from us this month!