Please note: While we'll be operating with a skeleton crew over the holiday period, we'll be closing at 12:00pm on 24-December and 31-December. There may be delays in our responses to any enquiries during this time. We appreciate your understanding. 

October 2023
On point

October 2023

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.

 

How we’re lifting our game.

Live Chat On Point

New features: Live chat, a dedicated service team, and signatureless forms.

We’re lifting your digital experience and our service standards to make it easier and faster to place, retain and grow your business with us.

Find out more.
Product On Point

In November: Product enhancements to better meet customers’ needs.

We’re making some positive changes to better serve our customers and help make our products more competitive.

Check them out.
Times On Point

Giving you more transparency around turnaround times.

Our turnaround times for our new business and call centre interactions will be available on Adviser hub from 1-Nov, with more to follow in the coming months.

Find out more.
Edge On Point

Adviser edge – meet our professional mastery programme.

No matter where you’re at in your advice journey, Adviser edge is here to take your services to the next level and expressions of interest are open.

Express your interest.

Remember, the Adviser council would love to hear your feedback.

Got some input that you’d like to run by our Adviser council? Get in touch at advisercouncil@fidelitylife.co.nz.

 

Updates from around the business.