All Articles tagged with 'Jacqui Lennon'

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Zurich Australia launches new TPD option

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) has announced the launch of a new, industry-first Total and Permanent Disability (TPD) offering designed specifically to cover ongoing care requirements in the event of

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02 Oct 2024

Zurich Australia convenes inaugural mental health roundtable

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) recently convened the inaugural meeting of its Mental Health Roundtable, a bi-annual forum of key academic, clinical and civil society representatives to discuss key trends

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15 Aug 2024

Zurich collaborates with UTS on AI solution for underwriting mental health

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) has announced the conclusion of the first phase of its collaboration with the University of Technology Sydney (UTS) to develop Artificial Intelligence (AI) models designed

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28 May 2024

Zurich Insurance affordability resource in response to cost-of-living pressures

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) has released new research demonstrating, among other findings, that more than 80 per cent of Australians have made personal, financial and lifestyle sacrifices over the

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22 Jun 2023

2023 Zurich Innovation Champion awarded to Australian start-up ‘Kanopi’

From Zurich Financial Services Australia

Zurich Financial Services Australia (Zurich) has announced that Australian insurtech start-up, ‘Kanopi’, had won the Australian round of its global Innovation Championship for its innovative customer-facing software platform designed to

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04 Apr 2023

Zurich Life & Investments confirms new executive appointments

From Zurich Financial Services Australia

Zurich Life & Investments has appointed several new executives to the team to further drive the strong growth of the retail business across the Zurich and OnePath brands. Jacqui Lennon will

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19 Nov 2020

Allianz Retire+ partners with Investfit™ to aid advisers in offering clients greater certainty in achieving retirement goals

From Allianz Retire+

Allianz Retire+ Powered by PIMCO (“Allianz Retire+”) has announced a new partnership with goals-based advice technology Investfit™, to provide financial advisers with a tool that offers greater certainty of outcomes

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05 Mar 2020

Returning confidence to retiring Australians: Allianz Retire+ and Macquarie University announce landmark advice research project

From Allianz Retire+

Allianz Retire+ has announced a research partnership in conjunction with Macquarie University, focused on better understanding the impact of a range of inputs to pre-retirement advice in order to ensure

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18 Sep 2019

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]