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.

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Steve Wright talks about reducing advice risk

Steve Wright tackled the question of reducing advice risk recently in a Good Returns article.

Steve Wright tackled the question of reducing advice risk recently. He asserts that in light of the largely untested ‘principles-based’ requirements FAPs and advisers must stick to, he’s not surprised that some advisers are experiencing stress. Steve sets outs a range of steps advisers could take for reducing advice risk. A good read if this is something you want to tackle.

 
 
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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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NZ banks begin rollout of the confirmation of payments service from November 2024

Centrix’s latest ‘Credit Indicator Report' finds 461,000 people are behind on their payments

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

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

October is International Breast Cancer Awareness Month

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KiwiSaver determined to be competitive

The latest Melville Jessup Weaver analysis has determined that KiwiSaver is statistically competitive.

The latest Melville Jessup Weaver analysis has determined that KiwiSaver is statistically competitive. Competitiveness, as measured by the Herfindahl-Hirschman Index (HHI), improved slightly year on year. There are 38 schemes and 34 providers available for kiwis to choose from, with the three largest owners (ANZ, ASB and Fisher) accounting for around half of scheme members and assets. There was a slight shift in favour of providers outside the 10 largest, who expanded their market share by 0.5% during the 12 months to March 31.

 

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FSC to hold member meeting on XRB Consultation

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Financial Advice NZ masterclass 'Influential Adviser: Mastering the Art of Communication' 22 -29 October

Banking Ombudsman Scheme received 6,054 cases

ANZ announce official partnership with Auckland Football Club

Government announce a pilot to increase childhood immunisations by training the Plunket workforce as vaccinators

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Southern Cross release their Workplace Wellness Report 2023

Southern Cross have released their Workplace Wellness Report 2023, an in-depth analysis of health and wellbeing in the workplace. Southern Cross surveyed 137 enterprises across New Zealand, representing 135,742 employees, or 6.5% of all NZ employees.

Some of the key findings include

• The average rate of absence per employee was 5.5 days, the highest ever. It was also the first full calendar year since the increased sick leave entitlement of 10 days per annum was in force and there was a mandatory stand-down of seven days for people who contracted Covid-19 that was in place during the time of the survey. From 2012 – 2020 the average ranged from 4.2 to 4.7 days per year.

• The cost to an employer for a typical employee’s absence is now $1,235 annually. Over the entire economy, the cost of absence reached approximately $2.86 billion, due to both increased absence rates and rising labour costs. This is a significant increase from the $1.85 billion cost for the total economy in 2020.

• 49.7% of organisations have observed an increase in stress in 2022. Workload is the main cause of work-related stress/anxiety and long hours as the second main cause of stress. Given the tight labour market conditions, it’s unsurprising that job uncertainty/redundancies dropped down the rankings significantly this year. Financial concerns are now the number one non-work-related stressor.

• 22% of organisations have reported instances of ‘quiet quitting’, where employees signal their intention to work within defined work hours only.

• The impact of staff wellness on productivity has grown to a mean of 4.33 out of 5, up from 3.91 in 2020.

• The main practices businesses are using to identify mental wellbeing/stress are staff surveys and training for managers.

• The top six benefits provided to improve employee well being were: an Employee Assistance Programme (EAP); vaccinations; flexible hours/working at home; education/training; wellbeing programmes; and parental leave.

• Almost 40% of organisations provided some form of subsidised health insurance for at least some employees. For employers who do not provide health insurance for employees, cost is a major barrier, with 53.4% of organisations saying a decrease in the cost of health insurance would prompt them to consider providing health insurance as a benefit. 31.9% would consider providing health insurance if they had evidence that it assists in retaining staff due to its perceived value. 14.7% would consider providing health insurance if they were approached by a health insurer to discuss the fundamentals of insurance, policies, benefits and wellness programmes.

• More than half of organisations allow more people to work from home since 2021, with one to two days per week as the most common working from home option.

• All organisations who had made changes around allowing staff to work from home or remotely saw it as a positive move, with employees happier to have more flexibility. On the flip side, almost all large organisations and about half of smaller organisations reported some employees felling isolated, some issues around collaboration.

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Andrew Bayly says CoFi needs to go

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Financial Advice NZ webinar 'Super Wednesday led by our Lending MAC - Supercharge first home buyers' 6 September

The Government’s mental health and addiction programme has hit one million support sessions

Research finds 55% of kiwis are struggling with their financial situation

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Fidelity Life announce two key appointments

Leigh Bennett has been promoted internally to the role of Head of Underwriting. Leigh will be managing Fidelity Life’s 34-strong Underwriting team. She will be responsible in ensuring policy applications are assessed appropriately, making quality decisions and focused on achieving good customer and commercial outcomes. Most recently the Product Owner in the company’s digital team, Leigh has nine years’ experience in the life insurance sector.

Mat Bark has been appointed to the newly created role of Head of Channel Enablement. Mat is tasked with shaping Fidelity Life’s future adviser channel experience. This includes business ownership of new digital interfaces and platform innovation, modernising the legacy and in force servicing experience for advisers, and leading Fidelity Life’s Group insurance re-platform. Mat was previously Head of Existing Business at AIA.

Bronwyn Kirwan, Chief Sales and Service Officer at Fidelity Life says

“Following the delivery of some key transformation activities, we are now heavily focused on our distribution franchise and are delighted to announce the appointment of both Leigh and Mat in these critical leadership roles to help drive and enhance our engagement with advisers.”

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Southern Cross Healthcare is recruiting for a Head of Platforms and Customer Services and a Head of Cyber Security

ANZ launch 5 in 5 with ANZ podcast

nib's top five medical claims for June released

The government has injected a further $225 million of capital into Kiwibank

Vaccine that protects against UTI’s available in NZ but not currently funded by Pharmac

Nurses accept pay equity offer

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Compliance Refinery Compliance Officer Training Programme starting end of June

Compliance Refinery has designed a Compliance Officer Training Programme, starting at the end of June. The programme aims to equip senior support staff or compliance personnel with the tools, skills and implementation capabilities necessary to support Directors in your business.

The programme runs over a year and consists of:

• 10x monthly 1-hour group training sessions with a case study. These focus on the technical aspects, responsibilities and knowledge of a compliance officer.

  • Setting the scene: being an effective compliance officer

  • FAP standard conditions

  • FAP licensing guide

  • The code of professional conduct

  • The purpose of conduct

  • Three lines of defence and common compliance structures

  • Compliance assurance and testing, and reporting to the board

  • Six step advice process and file reviews

  • Marketing and advertising; vulnerable customers

  • How to maintain a licence

• 11x individual 1-hour coaching sessions. These are real-world coaching sessions on issues specific to your business, whether regulatory events, pain points or internal issues that help you conceptualise solutions.

• Compliance Refinery help desk. Staffed by experts, you can call or email to get personal responses.

• Additional training sessions on relevant topics

For more information visit www.ComplianceRefinery.co.nz

More daily news:

David Boyle questions whether kiwis are recession-ready

Study finds Covid-19 restrictions had a real impact on some young people’s wellbeing

Calls to move immunisations away from GPs to better reach Māori children

Medical centres across the country struggle with a funding model that is ‘not fit for purpose’

This week is Men's Health Week

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Report claims Pharmac takes more than seven years to make decisions on new medicines

A report, Pharmac's Medicines Waiting Lists: Impacts on Patients in Aotearoa New Zealand, has claimed that Pharmac has an average waiting time of 7.7 years for applications across all Pharmac lists. The report was commissioned by Medicines New Zealand, a campaign group whose members are in the prescription medicines and vaccines industries.

Pharmac is the government agency that decides what medicines to fund and manages a fixed budget for those medicines. Pharmac need to decide which medicines to fund for the best health outcomes for New Zealanders – how improved people’s lives might be and for how long with the medicine; how much shorter or less healthy people’s lives would be without the medicine; and how a patient’s family will be affected by a funding decision.

Applications on the Options for Investment waiting list, which comprises applications that Pharmac have indicated they would like to fund, subject to budget, have been there for an average of 5.9 years. The report claims that the time taken to achieve funding decisions has increased in the last 2 years, with 39% of applications being funded within 20 months in 2020/21 compared to only 3% in 2021/22. One of the recommendations the report calls for is for Pharmac to establish a performance benchmark for the time taken to achieve funding decisions.

Some insurance companies offer access to Medsafe-approved, non-Pharmac funded medicines, like nib’s non-Pharmac Plus option.

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Financial Advice NZ webinar 'Embracing AI in the world of finance' on 28 June

Office of the Privacy Commissioner encourages two-factor authentication

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Budget includes funding to improve health care in NZ

Budget 2023 contained a raft of new initiatives. Whether you think it is a ‘no frills’ budget, like Labour are positioning it, or a ‘blow-out budget’ like the opposition have dubbed it, here’s some highlights related to health, privacy and FMA spending.

Budget figures include more than $1 billion to increase health workforce pay rates and boost staff numbers. Hon Dr Ayesha Verrall says the spending will allow for more responsive training pathways, increased recruitment and improved immigration processes to ease workforce shortages. Initiatives to focus on primary and community care to reduce pressure on hospitals and reduce wait lists are included.

• Health spending allows for 500 new nurses to be employed.

• The Budget allocates $20 million to establish outreach services to lift immunisation and screening coverage for Māori and Pacific peoples

The Office of the Privacy Commissioner receives additional funding in the Budget, for an additional FTE in the Office of the Privacy Commissioner to continue support for agencies in meeting their minimum Privacy Act 2020 obligations.

The Budget scraps $5 co-payment for prescription medicines from July, welcome news for the more than 135,000 adults did not collect their prescription because of cost in 2021‑22.

• Richard Klipin has welcomed news the government is allocating $19.6 million to match KiwiSaver ‘employer’ contributions to people taking paid parental leave, but is calling for a proper review of KiwiSaver settings.

• In a savings initiative, the Financial Markets Authority is returning $3 million of unspent funding held in the Financial Markets Authority Litigation Fund.

More daily news:

Rory Graham wins My Solutions Fidelity Life Business Excellence award

Link Financial Group's annual conference is being held 14-16 June 2023 in Christchurch

Partners Life evince tool now has the information from 20,000 customers

NZ Consumer Survey finds consumer confidence in laws to protect them has dropped to 53%

Informed investor has an article on the different specialities of financial advisers and the value they deliver

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