Advisers in platform reassessment push
Insurer Zurich has appointed Jim Sykes as interim head of its UK Life business after Gary Shaughnessy was moved to head the global division.
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Zurich has withdrawn its £5.6bn bid for rival firm RSA group after suffering losses in its general insurance business.
Tax relief at the point of retirement saving is the most powerful way to get people to create a later life nest egg, according to Zurich, making it the latest provider to come out against the government's plans to treat pensions like ISAs.
Zurich is planning to launch a drawdown product that allows clients to convert assets into an income for life at a chosen point in retirement.
Insurance giant Zurich has revived its attempt to acquire rival business RSA with a new proposed cash offer of 550p per share, valuing the company at about £5.6bn.
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Financial services lobby group TISA has vowed to bring clarity to what the incoming European legislation Markets in Financial Instruments Directive (MiFID II) will mean for advisers and providers.
George Osborne’s call for radical thinking on pensions tax relief could solve the problem “once and for all” but there are huge policy issues to overcome, industry experts have said.
Provider Zurich is reviewing whether to allow legacy retail clients access to its flexible drawdown product on a non-advised basis, in an effort to streamline pension freedom.
Auto-enrolment savers are underfunding their pension pots due to a “false sense of security” that minimum contributions are good enough, Zurich’s Alistair Wilson has warned.
Zurich UK Life has poached Cofunds key account manager Rose St Louis to head its new retail distribution team.
A "combination of politics and pensions" contributed to slower sales across platforms in the first three months of the year, with the year-on-year (YOY) asset growth rate also receding, according to research.
Advisers could be forced to collect and share client information on non-advised business with providers under new rules mooted by the Financial Conduct Authority (FCA).
Insurer Zurich is to pass its £1.2bn legacy annuities business covering 28,000 clients to specialist Rothesay Life.
Most people are unlikely to spend less of - or save more into - their pension as a direct result of the removal of the "punitive" 55% ‘death tax' earlier this month, according to research.
The role of platforms post-pensions freedom