Lifetime cap to bite young savers, research

        Professional Adviser | 16 Feb 2015 | 07:35

        The £1.25m lifetime cap on tax free pension savings will affect workers who retire on anything from £20,000 a year, meaning those who start to save early could face tax charges of 55% when they retire, according to new research.

        matthew connell
        Champagne glasses ready at the Awards reception

        Revealed: All the winners at the Professional Adviser Awards 2015

        Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.

        Professional Adviser | 13 Feb 2015 | 08:08

        Zurich UK Life profits up 6% as new business soars

        Zurich UK Life has reported operating profits of £115m in 2014, up 6% on the previous 12 months.

        Professional Adviser | 12 Feb 2015 | 10:44

    Other Zurich articles


      7IM owners consider sale of business

      The partners of Seven Investment Management (7IM) are considering selling the business, according to reports.

      Professional Adviser | 09 Feb 2015 | 07:35

      Zurich Life CEO Gary Shaughnessy joins PFS board

      Zurich Life chief executive Gary Shaughnessy has joined the board of the Personal Finance Society (PFS) as an adviser.

      Professional Adviser | 05 Feb 2015 | 12:00

      Zurich launches flexible group income protection plan

      Zurich has launched a flexible group income protection (IP) proposition aimed at businesses with at least 250 employees.

      Professional Adviser | 30 Jan 2015 | 14:04

      Death of a sales aid: How advisers interact with the clients of today

      As the word ‘sales’ has been forcibly removed from advisers’ vocabularies, so the use of traditional sales aids has fallen by the wayside. So, Carmen Reichman asks, how are advisers communicating with the clients of today?

      Professional Adviser | 30 Jan 2015 | 11:00

      Zurich expands platform to include first DFMs

      Zurich has expanded its platform offering to include a discretionary fund management service for the first time.

      Professional Adviser | 23 Jan 2015 | 13:08

      Tax planning opportunities to soar post-April as hesitant retirees make income choice - Zurich

      Maximising retirees’ tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich’s Alistair Wilson has said.

      Professional Adviser | 15 Jan 2015 | 15:50

      Zurich UK Life to launch funds via new ACD arm

      Zurich UK Life is to boost its investment proposition for advisers with the launch of an authorised corporate director (ACD) service, which will allow it to launch own-branded funds managed by a number of external partners.

      Professional Adviser | 12 Jan 2015 | 07:56

      Webb ‘sceptical’ on private IP role in state welfare system

      Steve Webb remains “open minded but sceptical” about private income protection insurers becoming involved in the state welfare system.

      Professional Adviser | 09 Jan 2015 | 06:54

      New wave: Advising consumer savvy retirees in the new pensions world

      Retirees with high consumer expectations will emerge post-April 2015, demanding a fresh approach from advisers, writes Alistair Wilson

      Professional Adviser | 14 Nov 2014 | 11:49

      Zurich to close 'unsustainable' DB pension schemes

      Zurich is consulting members about closing its final salary schemes to future accrual.

      Professional Adviser | 11 Nov 2014 | 12:23

      Sesame restricted panel providers all deny breaching FCA inducement rules

      All seven product providers featured on Sesame's ‘focussed' restricted advice panel have denied breaching the regulator's rules on inducements, after the network was fined £1.6m for selling the coveted spots to the highest bidders.

      Professional Adviser | 06 Nov 2014 | 09:51

      Half of retirees to seek professional advice, research

      Almost half of consumers due to retire within the next decade will be seeking help from regulated financial advisers, research claims.

      Professional Adviser | 31 Oct 2014 | 12:52

      Advisers demand consistent fund share class terminology

      The vast majority of advisers want to see uniformity in the terms used for fund share classes, and are prepared to pay more in return, research suggests.

      Professional Adviser | 16 Oct 2014 | 10:56

      Zurich: Advisers putting platforms under greater scrutiny

      Advisers are asking more and deeper questions when probing what Zurich’s platform has to offer, the insurer's head of retail platform strategy Alistair Wilson (pictured) has said.

      Professional Adviser | 13 Oct 2014 | 13:27
      The Bank of England

      Prudential director joins PRA

      Prudential's director of UK and European insurance subsidiaries and head actuary has joined the Prudential Regulation Authority (PRA) as an independent member of the board.

      Professional Adviser | 05 Sep 2014 | 12:40
      George Osborne in front of a graph

      Satisfaction guaranteed? Post-Budget pension pot investing

      The choice between drawdown and annuity purchase has been opened up by the Budget changes. Jenna Towler finds out how the retirement investment market might develop...

      Professional Adviser | 26 Aug 2014 | 12:36
      Zurich logo

      Zurich recovers from bond business drop

      Insurer Zurich UK Life has recovered after taking a hit in its bond business last year, posting a 10% rise in operating profits in the first half of the year.

      Professional Adviser | 07 Aug 2014 | 12:20


    Should non-advised retirees cashing in their pension pots be given a 30 day cooling-off period?