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Showing 21 - 30 of 35 results for "Lifeplan"

Lifeplan upgrades investment offer

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
Lifeplan Funds Management has redesigned its NextGen Investment and Lifeplan Education Investment Fund product offering to comply with FOFA. Matt Walsh, head of Lifeplan, said the business saw the changing regulatory environment as an opportunity to ...

Big Sky members vote in favour of Australian Unity deal

RACHEL DAVIS  |  FRIDAY, 24 FEB 2012
... Limited have approved a proposal to transfer the business to a wholly-owned subsidiary of Australian Unity Limited - Lifeplan Australia Building Society Limited. Subject to regulatory approval, Big Sky Credit Union's business will transfer to Lifeplan ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
... are increasingly disengaged with the value of financial advice, with younger investors among the most dissatisifed. The Lifeplan ICFS Financial Advice Satisfaction survey is undertaken every six months by Lifeplan Funds Management in conjunction with ...

Australian Unity possible merger

ELISE BURGESS  |  FRIDAY, 17 JUN 2011
... opportunities it could present. Despite being early days, talks are already underway about Big Sky combining with the Lifeplan Australia Building Society, which Australian Unity (AU) acquired in 2009 after its merge with Lifeplan Australia Friendly Society. ...

Wealth transfer strategies top adviser books

RUTH LIEW  |  TUESDAY, 1 JUN 2010
... earth' are those with the best wealth transfer strategies to recommend to clients, research shows. Latest data from the Lifeplan Financial Advice Satisfaction Index show that 61.6 per cent of 400 clients surveyed have discussed wealth transfer strategies ...

Members vote for Lifeplan/Aus Unity merger

COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
Lifeplan members have yesterday approved the proposal to merge with Australian Unity. Over 98 percent of the members' vote was in favour of the merger. Lifeplan will now seek final regulatory and court approvals for the merger. The merged company will ...

Fin advice satisfaction down: Lifeplan

COMPANY RELEASE  |  WEDNESDAY, 3 JUN 2009
The latest Lifeplan ICFS Financial Advice Satisfaction Index fell 4.3 per cent in the last six months, with financial planning clients unevenly split between those who are likely to stick with their planner and those that are more vulnerable to cutting ...

Merger plans for AUI and Lifeplan

COMPANY RELEASE  |  MONDAY, 11 MAY 2009
The $5.5 billion Australian Unity is planning to merge with Lifeplan Funds Management - a deal that would create a funds management group with more than $7 billion in funds under management. Australian Unity announced late last week that a merger proposal ...

Advisers award top insurers

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
... Report. The inaugural winner was CommInsure for both the Investment Bonds Award and the Insurance Investment Bonds Award. Lifeplan took the gong for the Friendly Society Investment Bonds Award. Other Life Insurance Company category award winners were ...

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon ...