Alistair Wilson is surprised some platforms won’t offer full pensions flexibility. Here he runs through the biggest factors advisers need to consider post-6 April
With weeks to go until the curtain's raised on the greatest pensions event the UK has seen*, concerns have been raised about provider preparedness for the reforms. So, we asked them: will you be ready by 6 April?
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.
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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.
Zurich UK Life has reported operating profits of £115m in 2014, up 6% on the previous 12 months.
Zurich has launched a flexible group income protection (IP) proposition aimed at businesses with at least 250 employees.
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?
Maximising retirees’ tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich’s Alistair Wilson has said.
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.
Steve Webb remains “open minded but sceptical” about private income protection insurers becoming involved in the state welfare system.
Retirees with high consumer expectations will emerge post-April 2015, demanding a fresh approach from advisers, writes Alistair Wilson
Zurich is consulting members about closing its final salary schemes to future accrual.
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.
Almost half of consumers due to retire within the next decade will be seeking help from regulated financial advisers, research claims.
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.
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.
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