Alexis Denby

TAL has announced a new research partnership with McCrindle, one of Australia’s most respected social research and advisory firms, to launch annual research that will shape how the life insurer will engage with and support its customers and partners.

The Modern Australia Index has particular utility for financial advisers, providing them with real-time understanding of the social, demographic and economic trends shaping their clients’ needs.

Founder and Principal at McCrindle, Mark McCrindle, said the Index was designed to explore Australians’ preparedness at a time where rapid technological change and converging megatrends were reshaping Australians’ outlook.

“Geopolitics, digital and economic trends are changing more than just Australians’ economic mobility, they are changing how they think about the future.”

“This research will provide a clear sense of Australians’ long-term outlook, and their current financial reality, health, digital behaviours and social connectivity.”

The Index will cover the issues most relevant to adviser-client conversations: financial realities, cost of living pressures, digital consumer behaviour, generational shifts, wellbeing and health, and Australians’ attitudes toward protection and the role of advice in their lives.

Its longitudinal design means advisers will be able to track how views and circumstances are changing over time — translating broad social trends into insight they can act on in their businesses and client conversations.

For example, recent McCrindle generational analysis reveals that even though Baby Boomers hold half of Australians private net wealth, they’re not immune to inflation costs in their weekly expenses, and while Gen Y and Gen X have greater earning power in their peak earning years, they have less net wealth to rely on during periods of heightened uncertainty.

TAL General Manager, Consumer & Growth, Alexis Denby said the partnership reflected TAL’s commitment to customers through a genuine understanding of modern Australian life.

“Demographics are shifting, healthcare needs are changing and consumer expectations are evolving at pace. Our partnership with McCrindle gives us a comprehensive view of those changes.”

“Advisers are working harder than ever to understand what their clients need — and we want to give them something that genuinely helps with that. For TAL, these insights will shape the products we offer, and how we engage with and support our customers.”

The Index will be made available to financial advisers and industry partners from July 2026.

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Alexis Denby

Alexis Denby has taken on an expanded role, leading life insurer TAL’s new Consumer and Growth Team.

As General Manager, Consumer and Growth, Lexie will lead TAL’s direct and advised customer growth initiatives, ensuring TAL’s products and services remain relevant, valued and accessible for more Australians.

Gavin Teichner, Chief Executive – Individual Life said: “Lexie’s appointment reflects TAL’s continued focus on meeting the evolving protection needs of Australians. Lexie’s leadership and expertise have been critical in positioning TAL as a market leader in the insurance industry. Lexie and her team are truly focused on what Australians want and need from us as an insurer, and are working to develop even clearer, more targeted products and services for our direct and retail customers.

Ms Denby said: “I am thrilled to take on this new role. As the expectations and needs of Australian consumers change, we must innovate to meet them – from strengthening our partnerships to reach and help more Australians, sharpening our focus on the distinct needs of Australians throughout their lifetimes, or working to deliver a more meaningful digital insurance experiences.”

“I am focused delivering great value for our customers, ensuring Australians can access the protection they need when they need it most.”

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