Rate my experience
Back

We’re invested in updating My Resolution Life

We have designed our integrated digital platform My Resolution Life to improve your day-to-day interactions with us, and provide an option for self-service.

We understand that at times, it has been challenging for you and we appreciate your patience.

Since the release of My Resolution Life in September 2021, we have continued to add new functionality and correct issues. Based on your feedback, we have prioritised our rollout to improve your portal experience throughout 2022.

What you can do on My Resolution Life today

  • View and download your client listing
  • Raise a general request
  • View service requests and outstanding items
  • View customer statements and correspondence (Currently available for limited document types – we appreciate your patience as we roll this out to further document types)
  • Update a customer’s details (It can currently take up to 5 days for this update to be visible in My Resolution Life):
    • Email
    • Phone number
    • Address
  • View a customer’s policy details:
    • Account balances (Available for most product groups - we appreciate your patience as we roll this out to further product groups)
    • Benefit descriptions
    • Unit prices and crediting rates
    • Investment details
    • Instalment premiums
    • Withdrawal values
  • Give your support staff member access to My Resolution Life
  • Find product specific forms in customer view, or our master forms list in adviser view
  • If you are a licensee, you will be able to log into the Licensee Portal to access your commission statements
  • View missed payments reports
  • View your customers’ transaction history

My Resolution Life updates coming soon

Over the next few months, you can expect to see the following:

  • Addition of improved customer and policy specific information
  • A new self-service capability which will allow you to calculate a change to a customer’s premiums and then apply those changes to the customer's policies. 
  • You will be able to manage your customers' payment details, make ad-hoc payments on your customers' behalf, update their payment details and view their payment history.
  • We are exploring options which will enable customers to withdraw and receive payments in a more timely manner.

What you can do while we work on the updates

We are committed to regularly enhancing My Resolution Life, and we will continue to build more functions. In the meantime, please continue to use the interim processes in place for:

Submit Know Your Customer (KYC) lodgement
  1. Search for the correct form on resolutionlife.co.nz - search for ‘KYC’ form and choose the correct one (there are 4).
  2. Complete the form and save as a PDF to desktop.
  3. Click on the Online enquiry form and complete step 1. 
  4. Go to step 2, select ‘Submit a KYC form’ and select request type.
  5. Upload KYC form.
  6. Click submit.

Catch up on the latest digital updates each month

Our monthly adviser newsletter highlights the latest My Resolution Life enhancements you need to know about, along with handy tips on using the portal. Keep an eye out in your inbox for the latest edition.

Important information

Resolution Life Australasia Limited ABN 84 079 300 379, NZ Company No. 281363, AFSL No. 233671 (Resolution Life) is part of the Resolution Life Group. The content on this website is for information only. The information is of a general nature and does not constitute financial advice or other professional advice. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission.