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...
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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.
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?
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