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.
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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.
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...
Zurich has overhauled its platform fee structure and announced a cut in its initial investment charge for all clients.
Zurich is not interested in participating in a platform price "race to the bottom", its head of retail platform strategy has said.
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.
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.
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…
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.
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.
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