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.
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.
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.
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.
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.
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.
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!
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.