Many providers have welcomed the extra flexibility brought by George Osborne’s raft of retirement income reforms but the majority have cautioned about giving savers too much, too soon.
Zurich has launched a range of outcome focused funds for advisers using its retail platform, with Richard Romer-Lee's new consultancy Square Mile proving the underlying investment choices.
Old Mutual Wealth has pledged it will allow independent Intrinsic advisers to remain so following the fund manager's acquisition of the network, but advice firm directors predict it will dump them or force them to go restricted.
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With the FCA’s long-awaited annuity thematic review due to report this week, Carmen Reichman finds out what's on the industry's wishlist
New initiatives around funding long-term care will likely benefit only high-net worth consumers, while less wealthy people will still end up selling their homes to fund care, Zurich has suggested.
ISA investors are open to taking on more risk in order to increase their savings, research suggests.
Advisers have to probe clients with both ‘positive' and ‘negative' questions to meet the regulator's expectations about assessing attitude to risk, according to Zurich strategic partner specialist Andy Woollon.
Insurer Zurich is launching Zurich Horizon Investment Solutions, a new investment proposition comprising a range of risk profiled funds managed by Threadneedle Investments.
The FCA has made it clear that shady deals creating favourable treatment between advisers and providers are not acceptable. But, Carmen Reichman asks, should it be asking for greater transparency?
Zurich UK Life has promoted Alistair Wilson to the newly created role of head of retail platform strategy.
Zurich has launched an investment linked protection solution on its platform, which will allow policy holders to protect platform investments from stock market fluctuations.
Insurer Zurich has given BlackRock the mandate to passively manage some of its funds sold through Allied Dunbar and Eagle Star brands in a move that aims to create stability for investors.
Insurer Zurich is training its sales staff to obtain the same minimum qualification level as that required of the advisers they speak to.
Zurich has created two new management roles in its UK life business to "take full advantage of significant market opportunities" and has hired former chief operating officer of Aegon employee benefits Iain Black.
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