This case study looks at a complaint about a life insurance death claim and issues around the payment of interest from the Insurance and Savings Ombudsman (ISO) annual report.

Perpetual has launched its adviser service for Auckland with the addition of senior adviser Kevin Copland.

AXA Global Investors has appointed Daniel Mead to the newly created role of investment manager.

Kapiti investment adviser Chris Lee has wooed former South Canterbury Finance executive Kevin Gloag to set up a branch in Timaru.

ASSET Magazine and www.depositrates.co.nz is conducting a survey to help understand how people are investing in the fixed interest sector. Use the link below to take part in this survey.

Substantial differences in interest rates impact materially on borrowers' wallets, so it's little  wonder that choosing when to fix, and the mortgage term, is an inevitable source of angst," says Leo Krippner.

Southland

Sovereign debt implications for New Zealanders are threefold according to NZ Funds, with the maths of sovereign debt and the probability of defaulting widely misunderstood.

Farmers Mutual Group (FMG), which holds a 10.8% shareholding in Fidelity Life Assurance Company, has signalled its opposition to Tower's takeover notice. 

Dunedin