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Fidelity's three-headed prong back into adviserland

Fidelity starts to walk the talk on its adviser re-engagement programme.

Wednesday, October 11th 2023, 6:46AM 6 Comments

Fidelity Life has made three senior hires to support its strategy to ‘re-launch and re-define’ its adviser channel experience. 

It has made three key appointments in its sales and service team, as it continues to double-down on its renewed commitment to the adviser channel. 

David Winspear has been appointed to take on the newly created role of Head of Channel Strategy, and Michelle Doyle has been appointed as the new Head of Solutions.

Kylie Oldham has also been hired as Senior Group Insurance Business Manager, supporting Fidelity Life’s growing group insurance portfolio and will report to Fidelity Life’s Head of Group Insurance, Anita Los’e. 

Fidelity Life Chief Sales and Service Officer Bronwyn Kirwan says these appointments will help the business execute on its strategy to ‘re-launch and re-define’ its adviser channel experience. 

“These key hires demonstrate some of the steps we’re taking to ensure we follow through on the commitment we’ve made to our advisers. Alongside the significant investment we’re making across our digital, service, product and retention initiatives, we’re investing heavily in our leadership capabilities and people in support of our wider strategic intentions. 

Winspear will be leading the design and delivery of Fidelity Life’s channel strategy, focused on uplifting the company’s franchise appeal and delivering sustainable growth across its advisers and strategic alliance partners, including its Westpac channel.

He has held numerous leadership and consultant roles within financial services, and most recently, has been the managing director of Sydney-based boutique consulting firm Partnering Excellence. In that role, he supported many financial service providers developing B2B distribution strategies, business development structures and account management frameworks including for Fidelity Life.

Prior to this, he held senior roles at TAL Australia spanning Head of Health, Head of Business Development and Head of Alliances.

Michelle Doyle joins Fidelity Life from AIA NZ where she was most recently Senior Manager AIA Vitality. She’s also held roles as Business Regulatory Lead and Integration Lead at the life and health insurer, and served as Sovereign’s Head of Business Performance and Head of Learning and Development prior to its acquisition by AIA. She is also an experienced business owner having founded and run a large-scale commercial fitout organisation for 10 years before being called back into the world of insurance.  

As Head of Solutions, she will be accountable for the company’s adviser channel solutions, professional development programmes (including the recently announced Adviser edge) and Fidelity Life’s in-house adviser team, Fid. 

Oldham is a seasoned group insurance professional, having had more than 15 years’ experience in the group insurance space, having worked in technical pricing and business development for both AIA NZ and Chubb.

"Having successfully grown the insurers’ group insurance portfolios, she has a strong track record and her most recent role with Chubb saw her help grow the group business from its infancy to a significant market player over a two-year period.  

Oldhame will be responsible for developing Fidelity Life’s group insurance portfolio and expanding its market presence with new propositions, technology, sustainable pricing and commercial terms.

Kirwan says: “we’re well and truly getting back in the game and are committed to helping take advisers’ careers and businesses to the next level, so we can collectively help more New Zealanders protect their way of life.”

Tags: Fidelity Life

« AIA gets a new non-executive, independent board memberMagellan CEO departs abruptly after FUM slide »

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Comments from our readers

On 11 October 2023 at 10:49 am From the Benchs said:
Too many chefs in the kitchen.
On 28 November 2023 at 1:16 pm oneopinion said:
Totally agree with comment above, there are already too many management in my opinion, get the basics right
On 29 November 2023 at 4:55 pm Amused said:
When a life insurer has to "re-launch and re-define" its adviser channel experience generally as far as advisers are concerned the ship has already sailed and we have moved on to recommending other insurers to our clients. Shades of AMP life all over again.

Like other readers have said above adding yet more management roles to your organsation will not solve the underlying reason of why advisers have now stopped sending you their clients for cover.

On 1 December 2023 at 11:55 am d lythgoe said:
Hope for the sake of clients they do not end up like AMP

Yes they seems to be shades of AMP with internally focused management and the ex Swiss reinsurer describing new business as a vanity measure on Goodreturns really showed Fid had left the market. Saying they are back in the market shows good intent but they have to actually deliver.

I am hopeful it is not as bad as AMP and the new CEO had a great record at Vero-Asteron so a lot of us remain hopeful.

On 1 December 2023 at 12:00 pm jack sheffield said:
Trying to run a business like a Swiss reinsurer rather than a NZ customer and adviser focused insurance manufacturer did seem a case study in naïveté.

Sure the new CEO will get Fid back on track.
On 4 December 2023 at 9:36 am From the Benchs said:
The issue steams at the board level and flows down

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