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Workshops


Delegates can choose their topics from three different workstreams all covering important issues surrounding our industry.

We’re beyond FMCA transition and into business as usual but changes are afoot. How will the changes affect consumers and the products and services we offer? The investments stream gives you access to experts who will give you the good oil.

SESSION 1

Responsible investing – the shape of things to come
Consumer demand is up as more investors are putting their money where their morals are – but are ESG factors being integrated in all stages of the investment lifecycle? How is it translating into greater capital flows?   Our panel will provide insights on the latest trends.

SESSION 2

Divestment and decumulation – planning for post-retirement
Kiwis are increasingly concerned about out-living their savings – but what products and services are available to help? With less room for error and less time to fix mistakes, savers need to plan for the spend phase carefully.  In this session, we analyse current and emerging thinking.

SESSION 3

Restricted schemes – trade-offs and opportunities
We’re post FMCA-transition and into BAU, so what’s next? This forward looking session will consider member engagement and the role and opportunities for trustees.  Our panel of industry experts will look at best practice governance and investment trade-offs, including simplicity versus a broadened investment base.

SESSION 4

KiwiSaver – how it’s shaping up for consumers
Chat-bots, contribution rates, compulsion, and market drops – what’s happening in the world of KiwiSaver?  How are we trying to engage our members (and do we really need the KiwiFund Bill)?  We’ll put KiwiSaver under the microscope and talk about the key current issues and developments.

Disruptors are challenging every part of the value chain. How are we as an industry fronting up to this challenge? How are we shaping our products and services to meet the evolving needs of our new world consumer? The insurance stream is your opportunity to see our panel of experts focus on the tough questions.

SESSION 1 

Mental health – shifting mindsets
Given rising trends in mental health awareness and diagnosis, how is the industry responding to the challenge? How could we contribute to improving mental health outcomes? Our panel will discuss strategies from acceptance to engagement.

SESSION 2 

Insurance industry in 2023
2023 - How will the industry look once changes as diverse as the Insurance Contracts Act, new privacy laws and FSLAB have been implemented? Alongside technological and societal changes – we explore different facets of our industry’s future. 

SESSION 3 

Connecting better to consumers
Consumer needs, expectations and the real risks and financial challenges they face are changing. How do consumers increase their ability to engage with the industry? We consider these challenges and strategies to meet them. 

SESSION 4 

Advice automation
What strategies will revolutionise customer engagement? How will technology change the delivery of financial advice? How willing are we to trust advice systems? We explore putting the client first in a world where technology, regulators and advice come together.

What influences consumer decisions? What cognitive biases cause consumers to make poor decisions? In a world of artificial intelligence and big data, companies are more able to customise consumer interactions than ever before. How can we help consumers make decisions that are in their best interests?

SESSION 1 

Driving behaviours
How can behavioural economics be used to ‘nudge’ consumers into taking action and making important financial decisions they have been ignoring? How can ‘nudges’ be developed and measured? This session will outline an international framework, and provide numerous practical examples of how the regulators, industry providers and educators are using behavioural economics to drive better outcomes.

SESSION 2

Personalising big data
There is an abundance of structured and unstructured data available to us. In this session, industry experts will outline how companies can use big data to better understand and develop marketing strategies personalised to their customers.

SESSION 3

Financial education for young New Zealanders
We are often told New Zealanders have low levels of financial capability. Is this really the case? If so, what are we doing about it? Our panel of experts will discuss these issues and share experiences developing financial capability in our children and youth.

SESSION 4

Financial services for millennials
As an industry, we can do better to help our young people discover additional ways to build and protect their wealth. From insurance to annuities, there is opportunity to broaden the conversation beyond KiwiSaver and housing. This session will discuss recent research findings into the needs, wants and aspirations of young adults, as well as some practical tips on how to develop and market products for them.