Unpacking the Death Benefit Payment Service Standard

Virtual Workshop - Tues 18 Feb 2025 | Thurs 28 Feb 2025

This workshop will unpack the Death Benefit Payment Service Standard released in September 2024, explore the themes of the Standard, and provide practical tips for oversight of implementation of the Standard. 

By attending this session, facilitated by Jocelyn Furlan, you will gain a detailed understanding of the Death Benefit Payment Service Standard, the themes and reasons behind the development of the Standard, and receive tools and tips for effective oversight of reporting of death benefit payment processes and timeframes.

Enrol now.

Key topics to be discussed include:
  • Overview of the Death Benefit Payment Service Standard and key points in the Standard

  • Important themes embedded in the Standard including:

    • Vulnerability, timeframes and community expectations

  • Setting and monitoring of service level agreements and standards

  • Data and reporting

  • Effective oversight of death benefits payments processes

Who should attend?
  • Member service executives 
  • trustees and directors

  • CEOs, and senior management staff

  • Governance, compliance and risk professionals

  • those who support the board/trustee function.

Presenter
Jocelyn Furlan

Jocelyn Furlan

B Com LLB GAICD | Principal, FM Super Resolutions

Jocelyn Furlan is an experienced non-executive director and Chair.

She is a non-executive director on the Boards of Perpetual Superannuation Limited, Russell Investments Master Trust and Financial Counselling Australia. She is the Independent Chairperson of the Customer Owned Banking Code Compliance Committee.

Jocelyn has been the Chair of the Board of Strathcona Girls Grammar School since 2017 and is a non-executive director of the Mother’s Day Classic Foundation.

She was a director of Aware Super for nine years and is a former member of Vanguard Investments Ltd’s external compliance committee. She was the Chairperson and CEO of the Superannuation Complaints Tribunal from 2007 to 2015 and was also the inaugural company secretary of VicSuper.

In addition to her non-executive work, Jocelyn provides consulting services in superannuation dispute resolution and financial services remediation. She is currently chairing an ASFA steering group established to develop industry wide service standards for superannuation death benefits and insurance claims handling.

Jocelyn’s background is in financial services, with in excess of 25 years’ experience in superannuation. She holds law and commerce degrees and is a Fellow of the Australian Institute of Company Directors.

How you’ll learn

One-hour online virtual workshop.

ASFA’s virtual workshops are a live and interactive learning experience. Participants can engage with industry-leading presenters who are experts in their field, together with their peers, just like they would at an ASFA face-to-face workshop. It is a unique opportunity to workshop ideas and concepts in a collaborative online environment facilitated by experts.

Virtual workshops are limited to 30 participants to allow for discussion, and to ensure that participants have ample opportunity to ask presenters questions.

Pricing

Virtual workshop

Type Inc. GST
Member $195
Non-member $250

CPD Points

1 Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.

For all enquiries, contact ASFA Learning.

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