Reminder: Adviser Accreditation – action required
We operate a system known as Accreditation, which sets minimum standards and expectations for any person who earns Remuneration in relation to a Resolution Life Product. A person who demonstrates that they meet the required minimum level of skill, knowledge and training is said to be accredited for that Resolution Life Product. These minimum standards reflect the expectations of the Regulator that Advisers have the appropriate level of skill, knowledge and training to provide Advice on a specific Product. Our Accreditation system helps support Advisers to attain, and maintain, an appropriate level of knowledge and skill in relevant Resolution Life Products so that our mutual customers experience great service and outcomes for themselves.
All Advisers must be accredited for the Resolution Life Products they manage or advise on. Most Advisers have completed and are up-to-date with their Accreditation, but there are some with training that remains outstanding. Resolution Life is offering Advisers until 30 November 2023 to complete their Accreditation. Any Advisers with outstanding Accreditation after this date will not be able to earn Remuneration from Resolution Life until such time they have completed their required training.
Below are instructions on how to access the portal to see what accreditation modules are outstanding. As the deadline of 30 November 2023 approaches, individual reminders will be sent to businesses who still have outstanding Accreditations.
Portal Instructions
Once you have logged into the Learning Portal and click your Timeline (which can be found in the upper left of the screen, resembling a bulleted list), this is the view of your outstanding modules to be completed:
If you have not logged into the Learning Portal before, please follow the steps below:
1. Click here to navigate to the Learning Portal.
2. Enter User Name as your email address.
3. Select forgot password to reset password.
If you have any queries on this matter, please contact lifeadviseroperations@resolutionlife.co.nz.
Get more out of My Resolution Life portal with our help centre
Have you visited the My Resolution Life help centre yet? This help centre is designed to provide you with comprehensive and easy to understand guides to help you get the most out of your My Resolution Life experience.
We’re adding more content to the help centre each month, so keep checking back on our help centre if you have need guidance in using My Resolution Life.
Support in managing customers’ policies with the portal
We’ve recently added instructions in the help centre on:
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how to search for customers and access Customer View so you can manage the customer’s policy and
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how to access a list of customers and apply filters to customise the list.
See the new section on the above.
We hope you find the help centre useful. You can also still download our previous PDF guides – they’re available at the bottom of the page.
Important information
Resolution Life Australasia Limited ABN 84 079 300 379, NZ Company No. 281363, AFSL No. 233671 (Resolution Life). 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.
A disclosure statement is available from your Adviser, on request and free of charge.
