Chatswood serves the life and health insurance sector in New Zealand with market intelligence, data, and bespoke consulting services. Some of these are provided in conjunction with Quality Product Research Limited - a subsidiary that brings you Quotemonster.

We believe that good decisions are more likely to occur when we have good information about the market environment in which we operate. Intuitive leaps and creative decisions are always required, of course, but the more they are based on a firm foundation of observation, the better they tend to be.

Kelly O Kelly O

Deepfake scams on the rise

Research commissioned by MasterCard has found that 29% of New Zealanders and 18% of NZ businesses have been targeted by deepfake scams in the past year.

Research commissioned by MasterCard has found that 29% of New Zealanders and 18% of NZ businesses have been targeted by deepfake scams in the past year. Deepfake scams use generative artificial intelligence (AI) to impersonate individuals, with the aim of stealing their targets’ money or personal information.

Deepfakes scams can utilise video, images and audio and can look increasingly convincing. Confidence levels in the ability to correctly identify deepfakes are low, with only 12% of respondents confident they would be able to detect a deepfake scam. Deepfakes are eroding trust in public figures and digital platforms, with 41% of individuals being more sceptical towards celebrities and influencers; 61% of kiwis being less trusting of social media platforms; 40% of New Zealanders being less trusting of emails and 37% of respondents being less trusting of phone calls compared to the previous year.

Some steps businesses are taking to address these risks include employing identification verification for accessing sensitive information, offering cybersecurity training and conducting training on financial transactions.

 

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AIA health premiums increasing from 1 November

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Link Financial Group appoints Luke Roberts and Quentin Holmes as national growth managers

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What does a business version of the healthy futures report mean?

Southern Cross’s business edition of the 2024 Healthy Futures Report focuses on employee health and wellbeing.

We took a look at Southern Cross’s business edition of the 2024 Healthy Futures Report, which focuses on employee health and wellbeing. There are clear links between wealth and health, as the old saying has it. Whether one causes the other and in which direction the arrow of causality points is unexplored. We think it’s probably more complicated than this simple pairing of factors, although if someone becomes wealthy, they often become healthier. Likewise, if someone has the misfortune to become chronically ill, they usually get poorer. But these two are probably joined by other factors which may also have some power to affect outcomes – like education while young, health while a child, and current environment.

What employers can do to help is limited – but is appreciated by staff. At Quality Product Research Limited we offer seven of the eleven key suggestions made (soon to be expanded to eight) – we like that we can do that – but people use or do not use them pretty much as they please.

Key takeaways for us from the survey results:

  • 89% of respondents said it was important to them to work for a company that supports the health and wellbeing of their staff.

  • 55% of respondents’ employers were doing well in supporting their employees.

  • The top ten initiatives employers could invest in were wellbeing leave (36%), lunch or break room (29%), flu vaccinations (26%), healthy food options (25%), activities promoting good mental health (23%), workplace massage (23%), Employee Assistance Programme (22%), health assessments (21%), subsidised membership to off-site facilities (21%) and stress management programmes (20%).

  • 88% of employees think having a good work-life balance is important, with a third considering taking steps to improve their work-life balance.

  • Making use of flexible working hours (43%) and switching off from work when finished for the day (43%) were the most common means of managing work-life balance. Conversely, having a high work load (60%), financial pressures (40%) and not having flexible working hours (40%) were cited as most commonly as reasons for poor work-life balance.

  • 51% of workplaces offer flexible working arrangements, down from 54% in 2022; 60% of employees make use of flexible working hours most weeks and an additional 26% utilise it sometimes.

  • Only 45% of kiwis rate themselves as happy with their financial situation; 91% cite cost of living as one of their top concerns and 58% worry about not having enough money to support themselves or their families.

  • 84% of New Zealanders are concerned about not having good, affordable access to healthcare, up 8% from 2022.

  • Kiwis don’t feel they are getting enough sleep (60%) or exercise (62%).

  • New Zealanders without health insurance were more likely to be less happy with their health, financial situation, mental wellbeing, fitness levels, weight of themselves and their children, exercised less on average and were more likely to be stressed.

Southern Cross highlight a series of initiatives workplaces could take to improve employee wellbeing, including:

  • offering education on stress management and financial management;

  • offering free fruit or healthy food in breakrooms;

  • encouraging employees to make use of flexible working if it’s offered;

  • offering health assessments;

  • educating employees on the importance of flu vaccinations;

  • offer opportunities for physical exercise, through work place team sports, sports day or subsidies for gyms or exercise equipment;

  • encouraging employees to take their annual leave;

  • training leaders to identify those at risk of burn-out;

  • offering wellbeing leave;

  • providing employee assistance programmes and educating employees on what it is and hot to use it;

  • offering subsidised health insurance.

1,463 employees were surveyed for this report in March 2024.

 

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The Monetary Policy Committee cut the Official Cash Rate to 4.75%

BNZ has launched a new security feature aimed at combating online scams

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Legal and regulatory update for the life and health insurance sector

The FIU release the CASH report for July; RBNZ publish two analytical notes around monitoring financial stability; FMA warn the public of new scams; ASIC proposes to extend three legislative instruments; COFR sets a vision for the NZ insurance sector.

30 Jul 2024 - NZ Police Financial Intelligence Unit release “The CASH Report” for July 2024, which replaces "The Suspicious Activity Report”.  https://www.police.govt.nz/sites/default/files/publications/fiu-monthly-report-jul2024.pdf

31 Jul 2024 - The Reserve Bank of New Zealand has published two new Analytical Notes that investigate utilising new models and data sources to complement existing approaches to monitoring financial stability.
The first Analytical Note - Getting sentimental: Using news sentiment to measure financial stress in New Zealand, investigates using measures of news sentiment as early-warning indicators of financial stress in New Zealand. This Note introduces new indicators which measure economic news sentiment in New Zealand.
The second Analytical Note -Beyond the crystal ball: forecasting non-performing loans authored, investigates the relationship between non-performing loans and economic conditions to provide insights into the future health of New Zealand’s financial system. https://www.rbnz.govt.nz/hub/news/2024/07/reserve-bank-of-new-zealand-explores-new-techniques-to-enhance-financial-stability-monitoring

7 Aug 2024 - The FMA have released a public scam warning alerting New Zealanders to an increase in fake advertisements using images and deepfake videos of political figures.  https://www.fma.govt.nz/library/articles/deepfake-video-scam-warning-fake-news-stories-political-endorsements/

7 Aug 2024 - ASIC proposes to extend the operation of three legislative instruments for a further five years:

  • Class Order [CO 14/923] Record-keeping obligations for Australian financial services licensees when giving personal advice,

  • ASIC Corporations and Credit (Breach Reporting—Reportable Situations) Instrument 2021/716, and

  • ASIC Credit (Breach Reporting—Prescribed Commonwealth Legislation) Instrument 2021/801.

ASIC has assessed that these instruments, which are due to expire in October 2024, are operating efficiently and effectively, and continue to form a necessary and useful part of the legislative framework.

https://asic.gov.au/about-asic/news-centre/news-items/asic-proposes-to-extend-the-operation-of-three-legislative-instruments/

7 Aug 2024 - The Council of Financial Regulators (CoFR) Insurance Forum has set a vision for New Zealand’s insurance sector. The vision is for an insurance sector that is forward-looking, fair, stable, competitive and efficient, promoting informed and confident participation by consumers and business. https://www.cofr.govt.nz/news-and-publications/financial-regulators-set-vision-for-new-zealand-insurance-sector.html

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AIA release their 2023 Sustainability Report

AIA has released its 2023 Sustainability Report: Sustaining Healthier, Longer, Better Lives.

AIA has released its 2023 Sustainability Report: Sustaining Healthier, Longer, Better Lives. Key highlights include:

  • Achieved Toitū carbonreduce certification

  • Paid 92% of claims received, totalling $734.8M in 2023

  • Grew to 55,000+ AIA Vitality members, encouraging members to improve their physical and mental wellbeing

  • Invested into the Betashares Global Sustainability Leaders and Australian Sustainability Leaders funds

  • Began transitioning fleet to hybrid vehicles to reduce fuel usage

  • 2023 Gallup Engagement Survey Top Quartile in global finance and insurance industry benchmark

  • Partnered with the Sustainable Business Council, hosting a webinar highlighting their Environment and Our Health Report.

AIA was recognised for its sustainability efforts, winning the 2023 Australian and New Zealand Institute of Insurance and Finance Awards for Excellence in Environmental, Social and Governance (ESG) Change, and the Financial Services Council of New Zealand Award for Excellence in Sustainable Practices.

Nick Stanhope, AIA NZ CEO, said

“At AIA NZ, our dream is for New Zealand to be one of the healthiest and best protected nations in the world. We understand that environmental sustainability not only has an impact on the wellbeing of our planet, but on our physical and mental health as well.

By rolling out initiatives and practices which support our ESG goals, we’re demonstrating our commitment to safeguarding the environment and the health of our communities.”

 

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ANZ introduces behavioural biometrics collection, an anti-scam measure

Five strategies for advisers to navigate a high-rate environment

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Fidelity Life appoint new Independent Director

Scott Pickering has been appointed as an Independent Director on Fidelity Life's board.

Scott Pickering

Scott Pickering has been appointed as an Independent Director on Fidelity Life's board. Pickering has a wealth of governance and insurance experience, currently serving on the boards of IAG New Zealand, IAG Australia and Bowls New Zealand, and he was previously on the board of Chubb Life in New Zealand and Australia.

Fidelity Life Interim Chair Lindsay Smartt says,

“Scott’s passion for the insurance industry and his dedication to mentoring make him a perfect fit for Fidelity Life.

His leadership and strategic insight will be invaluable as we begin deploying our new strategic plan, and chart a course for long term success.”

 

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Jon-Paul Hale espouses the need for Golden Life policies

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BNZ provides targeted support for customers affected by severe weather

Derek Chen has joined Strategi Group as Head of AML/CFT

ASB is teaching students how to spot fraud and scams in its new ScamWise workshop in schools

Government announces up to 26 cancer treatments to be funded as part of an overall package of up to 54 more new medicines

Read More
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Banks call for governmental support in anti-scam efforts

The New Zealand Banking Association (NZBA) has called for governmental support to establish a New Zealand Anti-Scam Centre.

The New Zealand Banking Association (NZBA) has called for governmental support to establish a New Zealand Anti-Scam Centre.

Following a parliamentary inquiry last year into banks processes and consumer protections against spam, Commerce and Consumer Affairs Minister Andrew Bayly tasked banks to come up with a voluntary reimbursement scheme for customers who have been scammed.

NZBA CEO Roger Beaumont wrote to Andrew Bayly about the collective effort required from government, telecommunications companies, social media platforms and search to improve the capabilities of the Anti-Scam Centre.

“Banks have got the ball rolling with the Anti-Scam Centre by targeting mule bank accounts, which are used by criminals to move stolen money. To take the centre to the next level, we’re initially asking the government for operational support by involving the police and other relevant agencies.  We’re also asking the government to help remove any regulatory barriers to the Anti-Scam Centre working effectively, and to set scam prevention expectations for other industries.”

Last September, banks announced they would be taking other initiatives to combat spam, including introducing a confirmation of payee service and removing weblinks from texts to customers.

Last year, the Ministry of Business, Innovation & Employment estimated nearly $200 million was lost to scams during the 12 months to September 2023, up 8% from the previous year.

 

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Westpac’s PJ Cairns and Kate Archer selected as finalists at the INFINZ awards while Westpac is a finalist for the Corporate ESG Award at the INFINZ awards

Clive Fernandes talks about balancing capabilities across humans and AI

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Chubb Life increase their Lifetime Reward discount and enhance commission offering

Chubb Life have increased their current 10% Lifetime Reward discount to 15% for all new business issued from 16 April to 30 June 2024.

Chubb Life have increased their current 10% Lifetime Reward discount to 15% for all new business issued from 16 April to 30 June 2024. The discount is available on Life and Trauma covers on Chubb Life’s Assurance Extra and Assurance Extra Business policies for customers who have a BMI measurement of between 18.5 and 24.9 and who have been a non-smoker for at least 12 months.  Clients can combine this offer with the current 2 months’ free and multi-benefit discount offers.

Chubb have updated their scenario videos to help you explain how different customers can make the most of the offers.

From 30 April, Chubb Life are increasing their pendulum commission offering for new business, providing an up-front component when you choose either the 15%, 20% or 30% renewal option. They will pay renewal commission from Month 2. Chubb Life have also increased their Disability Income upfront rate and pendulum options.

 

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Bill could modernise insurance law

On March 21st, a Member’s Bill was drawn that, if passed, could modernise insurance law. Labour Party MP Duncan Webb, a former insurance lawyer, says his Insurance Contracts Bill will require “…insurance contract terms to be both clear and fair”.

If the Bill is passed, it would introduce penalties for insurers who failed to act in good faith, such as not completing a claim in a timely manner. The Bill requires polices be clearer and in plain language, to better help consumers understand the terms of the insurance they’re signing up for.

We’ll keep an eye on this and report back as the situation progresses.

 

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Jeff Royle says banks have been slow to disclose to customers about clawbacks

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Jon-Paul Hale talks of how identity fraud and paper document security concerns are on the rise

Gallagher Bassett publish annual insurer survey report The Carrier Perspective: 2024 Claims Insights

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Legal and regulatory update for the life and health insurance sector

7 Dec 2023 - The Australian Prudential Regulation Authority (APRA) has published findings of a survey on the sustainability of group life insurance in superannuation, undertaken by a sample of registrable superannuation entity (RSE) licensees, life insurers and reinsurers. https://www.apra.gov.au/news-and-publications/apra-releases-findings-of-survey-on-life-insurance-superannuation

8 Dec 2023 - The FMA has released findings from their annual monitoring of the audit regulatory systems and processes of the New Zealand Institute of Chartered Accountants (NZICA). https://www.fma.govt.nz/library/reports-and-papers/accredited-body-report-new-zealand-institute-of-chartered-accountants/

8 Dec 2023 - The FMA has released findings from their annual monitoring of the audit regulatory systems and processes of CPA Australia.  https://www.fma.govt.nz/library/reports-and-papers/accredited-body-report-cpa-australia/

8 Dec 2023 - The Reserve Bank of New Zealand has reminded retailers to train new cash handlers on fake note detection https://www.rbnz.govt.nz/hub/news/2023/12/reserve-bank-reminds-retailers-to-train-new-cash-handlers-on-fake-note-detection

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FMA pulls campaign after being accused of mocking fraud victims

As part of Fraud Awareness Week, the FMA was running videos on social media to help raise awareness of scams but the videos were removed after they were accused of blaming scam victims.

The FMA has pulled a video campaign after it was accused of mocking fraud victims. As part of Fraud Awareness Week, the FMA was running videos on social media to help raise awareness of scams. However, their execution of comedian Tom Sainsbury playing ‘boomer dad’ who gets scammed and loses money he was planning to use on a trip to France, has been accused of blaming scam victims.

Financial Adviser Rachelle Bland has said the FMA should be requesting banks improve their systems and Janine Starks is calling for banks to take more accountability in stopping frauds, for example by implementing matching account names and numbers.  

Last week data from banks showed New Zealanders lost almost $200 million to scams in the year to September, up 8% from the previous year.

 

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