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Showing 1 - 10 of 61 results for "Simon Swanson"

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... it is critical they have access to products that help them manage their drawdowns," ClearView managing director Simon Swanson said. "We are excited to partner with one of the world's leading asset managers to come up with solutions for Australia's large ...

ClearView launches risk product suite

KARREN VERGARA  |  THURSDAY, 23 SEP 2021
... built-in benefits, four optional extras and a TPD lump sum option for no additional cost. ClearView managing director Simon Swanson said this highlights the product's flexible design which provides greater support to customers when they need it the ...

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... made it is easier to talk to clients about taking out or renewing life insurance cover. ClearView managing director Simon Swanson said the data highlighted the importance of interpersonal and soft skills such as active listening, empathy and problem-solving ...

ClearView pushes ahead with SFT

KARREN VERGARA  |  FRIDAY, 9 OCT 2020
... Managed Portfolios products. ClearView's WealthFoundations platform remains with ClearView. Managing director Simon Swanson said at the time that the strategy is an effort to simplify the business. "This is an exciting strategic partnership for ClearView. ...

ClearView announces board changes

ELIZA BAVIN  |  WEDNESDAY, 1 JUL 2020
... director of Qed Actuarial. She has also worked at AMP and Towers Perrin in superannuation and financial services. Simon Swanson, ClearView managing director, said he was delighted with the new board appointments and thanked Edwards for his contributions ...

COVID-19 drives Aussies to check exemptions

HARRISON WORLEY  |  THURSDAY, 30 APR 2020
... Representatives Standing Committee on Economics hearing into the life insurance sector, ClearView managing director Simon Swanson responded to a series of questions levelled by Labor MP Andrew Leigh about exemptions for suicide in the firm's life ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... reinsurance cost increases and the full impact of the most recent reduction in interest rates, ClearView managing director Simon Swanson said the firm will adjust premium rates ahead of an expected "wave" of changes across the life industry over the ...

ClearView rated stable

HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
... receiving a BBB long-term IDR, in addition to an insurer financial strength rating of BBB+. ClearView managing director Simon Swanson said the BBB issuer dealt rating and the BBB+ insurer financial strength rating were "further demonstration" of the ...

HUB24 wins $1b mandate

ALLY SELBY  |  THURSDAY, 19 MAR 2020
... migration will cost ClearView $4-6 million. This will be incurred over the next 6-12 months. ClearView managing director Simon Swanson said the move would help simplify the business and offer a differentiated solution to advisers. "This is an exciting ...

ClearView restructures pricing as life sector struggles

HARRISON WORLEY  |  FRIDAY, 13 MAR 2020
... reinsurance cost increases and the full impact of the most recent reduction in interest rates, ClearView managing director Simon Swanson has revealed the firm will adjust premium rates ahead of an expected "wave" of changes across the life industry over ...
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