Plum looks to boost online member engagement

mysuper/

18 June 2012
| By Staff |
image
image image
expand image

NAB's corporate superannuation provider Plum is adding an online retirement calculator and "significantly more online content" as well as an online member education centre in a boost to its online member services.

The moves are aimed at encouraging members to engage more regularly with their superannuation, according to Plum.

Plum general manager for client and member services David Woodall said Plum's focus on member services had led to Plum members being more engaged, resulting in greater demand from members wanting to access face-to-face services and an increase in the growth of Plum's one-on-one phone-based advice service.

"We're also experiencing greater demand for our free limited personal advice service where a member can speak to an adviser over the phone about their specific superannuation needs," he said.

The technology being used to support the service means the adviser can provide a statement of advice in real time, he added.

"Being able to deliver a recommendation that reflects the conversation and outlines the action a member can take immediately is very powerful," he said.

Upcoming MySuper changes will impact funds that do not have the technology infrastructure in place to deliver the right member experience, Woodall said.

"The changes will require strong technology infrastructure to reduce the complexity of superannuation processes for members. Many employers will be looking for solutions that do this well to help employees make the most of their superannuation savings," he said.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 3 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

6 days 1 hour ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

1 week ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
3