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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The ‘Women in Financial Planning Breakfast’ is a cornerstone event of the FPA Professionals Congress. Every year, event delegates gather to hear a prominent female role model talk about their personal and professional secrets to success.

Mark Rantall, CEO of the FPA, said “In line with our Congress theme, ‘Shaping Futures’, attendees of the ‘Women in Financial Planning Breakfast’ will hear Jennifer’s inspirational story of how she navigated her career path, to land her dream job.

“Jennifer started her career at aged 16 and became founding reporter of Channel Nine’s Sunday program. Her commitment to world class journalism has literally taken her around the world to interview world leaders for programs such as 60 Minutes, 7.30 Report and Lateline.”

“Congress attendees will also hear about Jennifer’s experience balancing motherhood and a demanding career, and her insights on the key issues impacting both female planners and female clients. Jennifer has been an advocate of planning for financial security from a young age,” Mark added.

Jennifer continues to work in all facets of the media including regular contributions to radio, TV, print media and travel magazines.

The ‘Women in Financial Planning Breakfast’ will take place at 7.30am on Thursday 19 November at the 2015 FPA Professionals Congress in Brisbane. The event is open to both men and women.

The breakfast complements a robust program of 24 workshops under the revamped themes Expand, Grow, Engage and Inspire. Recently the FPA also announced Futurist Chris Riddell, and Social Researcher and Thought Leader, Mark McCrindle as speakers at the event.

Mark Rantall, CEO of the FPA, added “This year’s Congress is packed with innovation and insights on how our professional community can shape the future. The landscape is changing rapidly and it is vital that we are equipped to stay ahead.”

For more information about the FPA Professionals Congress, and to register for the ‘Women in Financial Planning Breakfast’, visit: www.fpacongress.com.au.

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