Investment Bond Awards
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The Investment Bond Awards identify market excellence and best practice by providers of Investment Bonds. Recognition by Plan For Life through an independent, objective and transparent research process also provides industry participants an insight into best practice and a benchmark to compare performance.
Background
Over the last 10 years, the Australian Investment Bond market has become an important specialised sector in the overall Australian Investment Funds market. During 2020, Plan For Life undertook research into Investment Bonds to publish a white paper. The focus of the white paper is to emphasize the advantages of Investment Bonds to prospective customers, and also focus on the way that advisers can augment their fee revenue by selling the product. The white paper provides an independent view on investment bonds, education for new advisers and prospective customers and supports the overall growth of the Australian Investment Bond market in 2020 and beyond.
Award Categories 2023
Overall Investment Bond Excellence
Investment Bond
Education Bond
Bond - Estate Planning
Bond - Child Policy
Funeral Bond
Adviser Support
Customer Service
Innovation - Education
Innovation - Investing
Judging Process
To ensure fairness and transparency in the awards process, the assessment for the Investment Bond Awards is based on independent research conducted by Plan For Life based on underlying Key Factors including:
Providers’ Financial Strength
Market Sustainability (including growth and retention of business)
Product Coverage, (including features, policy conditions and investment options)
Service to Customers
Support for Advisers
Plan For Life Experience
Plan For Life, Actuaries and Researchers is the leading independent supplier of Australian managed funds and life insurance market information with 30 years in business. We have over 10 years’ experience in undertaking research underpinning the AFA Life Company of the Year Awards, recognising Life Insurance Company excellence in the provision of products and services to financial advisers and their clients.
