Kieran Forde, welcome note

Thank you very much for your support during 2023 and for everything you have done to ensure your customers remain protected despite difficult cost of living pressures.

We hope the technology improvements we have made this year have made it easier for you to deliver advice more efficiently. We’ve seen a big increase in usage across both our customer and adviser portals and lots of positive feedback. We will continue to develop our range of services we provide via our portals and have an exciting roadmap of enhancements to be delivered in 2024.

We also know how important the support you get directly from our teams is and we’ll be expanding our local presence across our Sales, Underwriting and Case Management teams to ensure you have the right contacts in place to provide the new business support you need.

Finally, it was a welcome development to see the recent announcement by the Assistant Treasurer on a plan to expand access to quality and affordable advice. There is obviously lots of detail still to come but there is potential for these reforms to create significant benefits for consumers and the broader economy. I also think these proposed changes create some interesting opportunities for advisers and advice groups to grow their pipeline of customers and staff. We look forward to working collaboratively with the Government and the Parliament to help implement these important reforms. Read more about Zurich welcomes advice reforms.

As we close off 2023, we wish you and your families and friends a safe and happy holiday season and look forward to the great things we can achieve together in 2024.

Cheers,
Kieran