All Articles tagged with 'Penny Coates'

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TAL appoints new claims boss

From TAL

Australia’s largest life insurer TAL has appointed respected industry leader Mary Maini to the role of General Manager Claims. The role oversees claims management across all of TAL’s distribution channels

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11 Dec 2014

Futures worth protecting

From TAL

Professional artists illustrated the lives of over 100 people as part of a MoneySmart Week event run by TAL last week. TAL Chief Customer and Operations Officer Penny Coates said:

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10 Sep 2014

The importance of work in health recovery

From TAL

Australia’s largest life insurer TAL has become a signatory to the Australasian Consensus Statement on the Health Benefits of Work. TAL Chief Customer Service and Operations Officer Penny Coates said:

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24 Jul 2014

Australians’ appetite for life insurance on the rise

From TAL

National index reveals Gen X most likely to be insured – but big gaps remain The second annual TAL Australian Financial Protection Index has revealed a big jump in the

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26 Jun 2014

TAL transforms around its customers

From TAL

Australia’s leading life insurer, TAL, is transforming its business to be truly customer focussed and has created a new business unit to centralise and align its various customer services functions

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12 Jul 2013

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]