Meet the team: Wendy Lim

The beginning of April 2024 marked the formal commencement of the group insurance partnership between TAL and AMP Superannuation Fund which means over 270,000 more Australians are protected by TAL throughout their working lives and beyond. This builds on a long-term successful partnership through the respective retail businesses since 2004 and more recently the support of AMP’s MyNorth Lifetime Income retirement income solution. AMP is a welcome addition to the TAL partner community, building on the existing strength, breadth of experience and industry perspective that enables us to advocate for the value of insurance in superannuation, and better member outcomes. 

Leading the team focused on ensuring TAL delivers on our promises to AMP and its members is Wendy Lim, Head of AMP Partnership. We caught up with Wendy to find out what drives her to succeed and the secret to a great working partnership.

What was the career path that led you to your role today? 

“I joined TAL nearly seven years ago and have worked with both industry funds and master trust partners during this time. In fact, superannuation has been at the core of my career since the start. I commenced in the sector as a Bachelor of Commerce graduate, working on data entry of superannuation application forms. While it gave me a good grounding, I soon gravitated to client-facing roles where the satisfaction of building relationships, driving opportunities, and finding solutions to challenges laid the foundation for my future career.” 

What do you enjoy most about your role? 

“It’s the relationships I’m able to build with partners that gives me the most satisfaction. Partnership is at the core of everything we do. I see myself as an advocate and insurance expert for both AMP and their members. It’s up to me to act as a conduit between the businesses so that together we can achieve AMP’s ambitions. Our goal is to provide the best possible member experience while delivering a market-leading service for AMP that’s underpinned by simplicity and flexibility.”  

What are you looking forward to as you build on the partnership together with AMP?

“Now that the group insurance partnership has commenced, the team and I are excited to roll out a number of key initiatives, particularly around digital through TAL Connect where we’re working towards delivering a seamless member experience across the claim and underwriting journeys.  Our digital platform is designed through a member-led approach, with a focus on increasing engagement, removing complexity and increasing efficiency.” 

“We’re also excited to support AMP by delivering an uplifted insurance product proposition, including our health and wellbeing tools and resources for their employers and members. In doing this we’re focused on delivering against our promises so we can improve the outcomes for more Australians who choose AMP for their superannuation fund.” 

How can the partnership have a positive impact on members?

“I’m passionate about the positive impact insurance in super can have on members’ lives. If we can help members better understand insurance and make more informed decisions, we know we’ll not only ensure they’re supported if something goes wrong, but that it will have a positive impact on their engagement and loyalty to AMP as their super fund.” 

Finally, what are you looking forward to most in the coming months? 

“I’m feeling energised by the culture of collaboration that’s already been built as teams from both organisations have worked closely together throughout implementation and in the lead up to the official on risk date. It’s been a highlight to see the teams come together across all areas of the business and I’m looking forward to developing and embedding partnership and engagement plans across both Insurance and Retirement in the coming months.”