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.
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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.
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.
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.
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