Protecting and helping families since 1985

Fidelity Life – KiwiSaver Scheme Manager of the Year 2011

Fidelity Life – KiwiSaver Scheme Manager of the Year 2011
(following is the press release announcing Fidelity’s award)

We are proud to announce that Fidelity Life has been named FundSource KiwiSaver Scheme Manager of the Year 2011.*
Following last year’s nomination as a finalist in the inaugural FundSource KiwiSaver awards, we have gone one better this year to win the award.

In selecting Fidelity Life as the KiwiSaver Scheme Manager of the Year, FundSource took a number of factors into consideration, including how fund managers operated, their philosophy, quality of staff, diversity of offering and, of course, performance.

Noting that Fidelity Life is not one of the large default KiwiSaver providers, FundSource said about the Fidelity KiwiSaver Scheme “Their fee structure is transparent and reasonable, their fund performance steady and their collateral relatively unglamorous and easy to understand”.
Milton Jennings
CEO

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Mike Bennett

In 1985, after 7 years in the banking industry in NZ & London, Mike Bennett joined the Life Insurance Industry as an adviser. In 2001 he started “Acorn Insurance & Investment Ltd” with the key principle; “to satisfy the insurance and investment needs of New Zealanders with the best products and service possible”. To achieve the guiding principle of “best products and service” the “Acorn” uses various industry research tools to identify the best products and prices to meet our client’s needs. Acorn has agencies with most of New Zealand’s major insurance companies which means we are free to use whichever products best meet our client’s needs. Believing that if we get it right for our clients we will achieve win-win solutions. We also recognise that nearly all insurance solutions are a compromise between the benefits you’d like to have versus the premiums you’re prepared to pay – with this in mind we WON’T be trying to sell you more insurance than you need or want !!

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