Our new online claims content is designed to boost customers’ understanding of the claims process and help more New Zealanders navigate claims time more easily.
The content is written in plain English, sets out expectations about the claims process and provides reassurance and guidance.
We hope you’ll enjoy using this content as a resource for your advice.
We’re delighted to welcome Kenny Kaushish and Penny Bennett back to Fidelity Life. After a brief stint at Asteron, Kenny has re-joined us, as our Business Manager (Auckland/Northland) and is looking forward to connecting with more of his panel imminently.
Returning from maternity leave, Penny will pick up from Jess de Joux who has been supporting our Strategic Alliance network during Penny’s absence. Penny is looking forward to reconnecting with our Strategic Alliance network and continuing to provide the support you value.
Licensed to succeed: tips for a stress-free FAP full licence application.
5-May 2022 9:30 AM – 11:30 AM NZST.
For more information or to register, visit FMA’s event page. FMA events
FMA eventsWe’ve taken the opportunity to enhance the Fidelity Life Distribution team to better support and enable good outcomes for you, our Adviser network.
Our Business Managers across the country will now report into 3 newly appointed Senior Business Managers:
Gary Binnie has been with Fidelity Life for 9 years, with his career previously holding senior roles at Tower and AMP. He is well known and respected in the Canterbury region and has Jenn Quinn (Hawkes Bay/ Wellington/Marlborough) joining his team and a soon to be announced new Business Manager to help support a growing adviser network in the region.
Michelle O’Connell joined Fidelity Life in November last year from Cigna, where she was a BDM. Prior to this, she held roles at Lifetime and Sovereign, as one of their top performing BDM’s for many years. Michelle’s team includes Peter Warfield (Auckland) and Kenny Kaushish (Auckland/Northland).
David Telfer has been with Fidelity Life 4 years and in that time has led the Otago / Southland region. Previously he worked as an adviser in Otago and has a sales and marketing background. David’s team includes Darryl Faye (Waikato/Bay of Plenty) and Haylee Edwards (Manawatu/Taranaki).
Each of our Senior Business Managers bring immense knowledge and experience to the role, that we know will have a valued impact on you and your business. They’ll continue to lead their own panels and will be reallocated administration support, to enable more in-market presence.
Our new team structure means they’ll have a greater capacity to spend more time with you when you need it.
We love reliable and helpful technology. But when it makes things harder, we make a change, even if this means losing a function.
We’ve been encountering instances of documents failing to successfully submit through our Magnum eApp. The absence of relevant supporting documents impacts our underwriting process and customer claims.
To prevent this issue occurring we have made the decision to officially “turn off” the ability to attach documents and provide additional “notes” on our Magnum eApp.
Supporting documents and/or notes should be sent via email, so both parties have a record of the communication.
We're looking at how supporting documents can be provided moving forward and will share more information on this soon.<
Competency safe harbour deadline.
A reminder for any financial adviser who was registered on the FSPR prior to 15 March 2021 and is yet to obtain their NZCFS L5 (version 2) qualification (or equivalency). The competency safe harbour deadline is 15 March 2023. If the required standard is not met by this date, individuals will not be able to provide financial advice until they do obtain the required standard.
Meeting your code standard 9 requirements.
A reminder for any financial adviser who has obtained the National or NZCFS L5 (version 1) and is yet to obtain NZCFS L5 (version 2). Code standard 9 requires advisers to have an up-to-date understanding of the regulatory framework for financial advice in New Zealand. One way to meet that requirement is to complete the Strategi Closing the Gaps course – which will also supplement your Personal Development plan and log.
It’s up to your FAP to decide which way is best for you. For more information visit the Obligations section on the FMA website.
A friendly reminder from the Underwriting team. As usual, please ensure all changes in health that occur after application but prior to policy commencement are made known to Fidelity Life. In particular at the moment, it’s important to let Fidelity Life know of COVID-19 infection, customers required to self-isolate and/or those who have pending test results.
If have any questions, please contact the Underwriting team. We’re here to help.
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.
