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

        Professional Adviser | 14 Nov 2014 | 11:49

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


        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

    Other Zurich articles


      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

      Zurich cuts initial platform charge in fee structure revamp

      Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.

      Professional Adviser | 10 Jul 2014 | 07:26

      Zurich: We'll have no part in platforms 'price war'

      Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.

      Professional Adviser | 04 Jul 2014 | 10:13

      Zurich: SMEs ‘taking a gamble' without key person cover

      Almost two thirds of small and medium sized enterprises (SMEs) are at risk of a "severe impact" on their business by having no protection insurance for their owners and key employees, Zurich has warned.

      Professional Adviser | 03 Jun 2014 | 08:15
      matthew connell

      Zurich: FCA must investigate alternative long-stop ideas

      Insurer Zurich welcomed the regulator's pledge to re-open the long-stop debate but suggested it should be looking at more options than just a 15-year liability period.

      Professional Adviser | 28 May 2014 | 08:06

      Smoke and mirrors: Have firms done enough to comply with FCA inducement rules?

      The FCA gave firms fair warning over its provider/adviser inducement crackdown. The three-month lead in has now passed. Carmen Reichman finds out what, if anything, has changed…

      Professional Adviser | 07 May 2014 | 11:14

      Providers defiant over Osborne’s sweeping annuity reforms

      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.

      IFAonline | 19 Mar 2014 | 16:32

      Zurich teams with Romer-Lee's Square Mile to launch fund service

      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.

      IFAonline | 14 Mar 2014 | 11:42

      Independence on the block? Advisers question Old Mutual's promise to Intrinsic IFAs

      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.

      IFAonline | 28 Feb 2014 | 13:45
      Zurich logo

      Zurich Life's bond business hit by RDR

      Zurich Life has blamed a drop in its bond business on the impact of the Retail Distribution Review (RDR) - as it reveals a 42% fall in operating profits.

      IFAonline | 13 Feb 2014 | 12:55

      Clampdown and clarity: Can the FCA annuity review deliver?

      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

      IFAonline | 13 Feb 2014 | 07:48
      Zurich logo

      LTC initiatives to benefit mainly HNW consumers, Zurich

      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.

      IFAonline | 07 Feb 2014 | 07:20


Sponsored video


    Are annuity death tax changes a 'job half done'?