Assessing TPD & Death Benefits Claims

This course gives participants the skills and knowledge to process and handle the assessment of TPD and death benefit claims. It also provides an overview of the SCT's role in reviewing member complaints

AIST’s Assessing TPD & Death Benefit Claims workshop provides the skills and knowledge needed to develop and implement bestpractice claims assessment practices.

This half-day course uses real-life case studies from the Superannuation Complaints Tribunal (SCT) to demonstrate some of the issues commonly encountered during the assessment of total permanent disability (TPD) and death benefit claims.

The course provides students with the skills and knowledge to process and handle the assessment of TPD and death benefit claims with the view to improving a fund’s service levels and reputation.

Note: This course can be customised to focus on either TPD or death claims only, if preferred.

Key outcomes:

  • Overview of the insurance claim process and potential outcomes to fund members
  • Importance of beneficiary nominations to fund members
  • The role of the Superannuation Complaints Tribunal (SCT)
  • The role of the Financial Ombudsman Service
  • TPD and death benefit case studies

Who should register?

This session is designed for Trustees of Superannuation Funds, Complaints Officers and Administrators; particularly those on the Claims Review Committee.

Assessment

Not Applicable.
Delivery methodFacilitated
CPD Hours3.5

*EarlybirdStandard
Member $710.00 $780.00
Non-Member $880.00 $965.00
*Register 8 weeks before course date

Date/sLocationTimeRegistration

2018 Dates

14 May

Melbourne

1:00pm - 5:00pm

Register Online

28 August

Sydney

1:00pm - 5:00pm

Register Online


This course is also available to in-house groups with a minimum 8 people. If you wish to conduct an in-house session within your office please contact AIST to arrange a suitable time on 03 8677 3800 or training@aist.asn.au