Bring in the Experts Webinar Series

Bring in the Experts webinar series

Webinars will be recorded and can be viewed from our webinar library on our members site.

Upcoming Webinars:

• Wednesday 31 May, 10am – Good governance for financial advisers – what does that look like?
• Wednesday 7 June, 10am – SUPER WEDNESDAY hosted by our Lending MAC – Refixing and restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints
• Wednesday 14 June, 10am – Navigating retirement villages – what advisers need to know

Wednesday 31 May, 10 am
Good Governance for Financial Advisers – what does that look like?

Join us for an informative webinar focused on exploring the concept of good governance for financial advisers and with valuable insights from our expert panel, each bringing a unique perspective and experience to the discussion.

David Whyte, a seasoned professional with an extensive background in the financial services industry, will share his expertise garnered from senior management and board-level positions in the UK, Australia, and New Zealand. As the current chair of multiple esteemed organizations, including Lifetime Group, Strategi, Trail, Brightsideco Insurance, and IMAK’s Advisory Board, David’s insights into effective governance practices are invaluable. He is also actively involved in various governance and advisory boards, showcasing his commitment to excellence in the field.

Heather Roy, a prominent director and political commentator, joins our panel as the Director of Financial Advice NZ. With her extensive experience in governance, including serving as a Minister of the Crown and receiving recognition for her contributions to governance, Heather brings a deep understanding of legislation and regulatory issues. Her expertise in utilizing military planning techniques in the corporate environment adds a unique perspective to the discussion.

Hamish Patel, a Financial Advice Provider (FAP) owner, will share his first-hand experience in establishing an effective governance structure within a small organization. With a two-mortgage adviser firm, Hamish has successfully implemented sound governance practices, and his insights will resonate with fellow small business owners seeking to establish robust governance frameworks.

Key topics:

1. Understanding the importance of good governance in the financial advisory industry
2. Key principles and practices for effective governance in financial advisory organizations
3. Insights from David Whyte’s extensive experience in senior management and board-level positions
4. Heather Roy’s expertise in legislative and regulatory aspects of governance for financial advisers
5. Hamish Patel’s experience in establishing effective governance structures within small Financial Advice Providers
6. Practical recommendations for implementing good governance practices in financial advisory firms of all sizes

Don’t miss this opportunity to strengthen your organization’s governance framework and elevate your understanding of governance principles.

Wednesday 7 June, 10-11.30am
SUPER WEDNESDAY hosted by our Lending MAC – Refixing & restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints

Join us for an engaging webinar into the world of lending and explore opportunities for improving client experience, even with refixing at higher rates.

This session will focus on best practices for structuring fixed-rate products and will also address the crucial aspect of minimizing the risk of complaints within the framework of new regulatory requirements.

Gain insight into lessons learned from common complaints that have escalated to dispute resolution schemes related to refixing mortgages. Our panel of experts will share a frank discussion about their approaches to resolving disputes and their robust practices that can enhance the lending experience.

Key Topics:

1. Examining real-life complaints and dispute resolutions related to refixing mortgages
2. Analysing the root causes of complaints and identifying common patterns
3. Insights from experts on mitigating risks and avoiding disputes in the refixing process
4. Strategies for improving communication and transparency with clients during refixing
5. Proactive measures to address regulatory requirements and prevent complaints
6. Practical recommendations for lenders to enhance their refixing practices and client experience

Join us for this informative webinar and gain valuable strategies from industry experts. Discover effective measures to minimize complaints, optimize lending practices, and provide exceptional service to your clients. Don’t miss out on the chance to improve your clients’ experience at what is a difficult time for many of our customers.

Wednesday 14 June, 10am – Navigating retirement villages: What advisers need to know

This informative webinar, designed for financial advisers, will explore the rapidly expanding Retirement Village sector and its role in meeting the doubling demand of the 75+ age group by 2035. Gain the knowledge you need to navigate the future of retirement living and help your clients prepare for village life.

Key topics:

• The Retirement Village model: what it does and doesn’t offer your clients
• Differentiating between village operators: key considerations for your clients
• Understanding resident perspectives: what you need to know and share with your clients

Our guest speakers, Nigel Matthews and John Collyns, bring together legal expertise, sector knowledge, and resident-led experiences to provide valuable insights and guidance to help you better serve your clients.

Nigel Matthews – Founder of New Zealand’s largest review site for Retirement Villages and Aged Care and past National Manager for the Retirement Village Residents Association, Nigel has 10 years of in-depth knowledge on the sector and what residents think. He has spoken and listened to literally thousands of prospective and existing village residents and brings a wealth of resident experience to help others better understand the needs and perspectives of residents.

John Collyns – As the Executive Director of the Retirement Village Residents Association, John represents the needs of retirement village owners, developers and managers around New Zealand. With key stakeholders including the Retirement Commissioner, FMA, the Office for Senior Citizens, District Health Boards, consumer advocacy groups such as Age Concern and Grey Power, among others, John has a good understanding of the concerns and needs of retirement village residents throughout the country.

Don’t miss this opportunity to enhance your understanding of retirement villages and better serve your clients as they prepare for village life. Register now.

Webinar Replays

(subject to speaker approval)

You can browse and view previous Bring in the Experts webinars in the webinar library on our members site. Log into your account and go to Learning, Education, and Compliance > Webinar Library