Providing peace of mind to members

How insurance engagement helps build financial confidence

Research paper: Making Insurance Matter

Around 1 in 3 Australians are likely to claim on their insurance in super during their working lives (Actuaries Institute, 2025), making it a critical part of Australia’s safety net. As well as providing valuable financial support if a member needs to claim and the claim is accepted, it also helps give the broader membership confidence that they feel protected against the unexpected. But for individual members, their level of financial confidence often depends on how they understand and engage with their cover. 

Our Making Insurance Matter paper explores what drives financial confidence among members, and how funds can help more of them benefit from the protection they have. 

DOWNLOAD RESEARCH PAPER

 

Member confidence journey

In our paper, ‘financial confidence’ refers to members feeling that they and their loved ones would have their financial needs met if the member couldn’t work due to illness or injury, or if they passed away.  

Among members who don’t know whether or not they have insurance in super, only 18% of them feel financially confident. This confidence rises for members with default cover and reaches 77% among those who have actively adjusted their cover to suit their personal circumstances. 

 

Financial confidence level based on insurance status

The opportunity

The research reveals a clear progression: when members understand and engage with insurance in super, financial confidence follows. Super funds are uniquely positioned to guide this journey, with 9 in 10 members trusting their fund to help them understand their insurance needs.

Find out more

For more information, reach out to your TAL Partnership Manager.

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