by Roxanne Libatique 11 Sep 2020
Zurich Life & Investments and OnePath Life have joined forces to launch
industry-wide mental health support for financial advisers – just in time for
“R U OK? Day,” a national day held annually to encourage Australians to connect
with people who have mental health concerns.
The Holistic Adviser Wellbeing Toolkit, an industry-first that
provides mental health and wellbeing support for financial advisers, comprises
two parts: My Wellbeing Hub and CPD-credited training modules hosted on _Zone,
a new on-demand financial adviser learning platform.
The My Wellbeing Hub was designed for Zurich and OnePath Life
customers, distribution partners, and communities, but anyone can access it
anytime. It includes resources related to mental wellbeing, nutrition and
fitness, community, and tools linking to financial adviser support resources.
Maria Falas, the head of mental health and wellness at Zurich and
OnePath Life, commented: “We’re very proud to be working in collaboration with
the industry and our community partners to provide tools, resources, and
training to help advisers understand and manage their mental wellbeing and to
support customers in the same pursuit.
“Our ability to support each other as a community is needed like
never before, and Zurich and OnePath Life will continue to take an active role
in helping to address this pressing issue in all of our communities of
influence.”
Philip Kewin, the chief executive officer of Association of
Financial Advisers (AFA), said: “At a time when financial advisers
are providing such valuable service and support to their clients to ease their
emotional and financial burden, it is so important for themselves to have
access to tools and support to look after their own wellbeing.”
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