Risk People as at 28 November 2016

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Departures
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NAB Financial Planning culls junior advisers
NAB FP is removing 55 entry level advisers, leaving just 35 such roles. A further 30 roles will be created, with the intention of growing senior financial planner ranks. The changes are designed to offer 'better outcomes to more customers'. 

Awards
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2016 FPA Awards
The Financial Planning Association of Australia has had its FPA Professionals Congress event, presenting its awards. 

  • Certified Financial Planner Professional of the Year - Tony Sandercock of wetalkmoney
  • Financial Planner AFP of the Year Award - Cody Harmon of Meridian Wealth Management
  • Paraplanner of the Year Award - Cynthia Sercombe of Tupicoffs
  • Professional Practice of the Year Award - ipac
  • Student of the Year Award - Bradley Aleckson of Griffith University's Bachelor of Commerce course
  • Gwen Fletcher Memorial Award - Cameron Obliubek of Bridges Financial Services

Beddoes Institute Consumer Choice Awards
The results of the Beddoes Institute's 2016 Policyholder Perceptions Study and the Claimant Journey Study form the ongoing Life Insurance Performance Barometer, with the Consumer Choice Awards. 

Consumer Choice Awards

Best Total Customer Experience

  • Winner: BT Financial Group
  • Finalists: TAL, OnePath

Most Recommended Company

  • Winner: BT Financial Group
  • Finalists: TAL, OnePath

Honouring Commitments

  • Winners: BT Financial Group, OnePath
  • Finalist: TAL

Policyholder Choice Awards

Most Trusted Brand

  • Winner: BT Financial Group

Value for Money

  • Winner: TAL
  • Finalists: Zurich, AIA Australia

Best New Customer Experience

  • Winner: TAL
  • Finalists: Zurich, AIA Australia

Claimant Choice Awards

Best Application Process

  • Winners: BT Financial Group, OnePath
  • Finalist: TAL

Best Turnaround Time

  • Winners: BT Financial Group, OnePath
  • Finalist: AIA Australia

Best Claims Staff

  • Winner: BT Financial Group
  • Finalists: TAL, OnePath

Return to Health and Wellness

  • Winners: BT Financial Group, AIA Australia
  • Finalist: TAL