Providers defiant over Osborne’s sweeping annuity reforms

IFAonline | 19 Mar 2014 | 16:32

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 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

Other Zurich articles

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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
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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

ISA investors willing to up risk to boost savings - research

ISA investors are open to taking on more risk in order to increase their savings, research suggests.

IFAonline | 06 Feb 2014 | 07:45

Zurich critical illness policy payouts top £65m

Insurer Zurich paid out on 94% of its critical illness policy claims last year, up from 90% in 2012, latest statistics show.  

IFAonline | 30 Jan 2014 | 07:57

Advisers must ask clients ‘positive' and ‘negative' questions to appease the FCA - Zurich

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.

IFAonline | 28 Jan 2014 | 12:24
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Update: Zurich announces launch of Horizon Investment Solutions

Insurer Zurich is launching Zurich Horizon Investment Solutions, a new investment proposition comprising a range of risk profiled funds managed by Threadneedle Investments.

IFAonline | 27 Jan 2014 | 07:33
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Zurich plans UK fund management proposition

IFAonline sister title Investment Week understands insurer Zurich UK has approached a number of asset managers with plans to create a fund management business in the UK.

IFAonline | 24 Jan 2014 | 15:26

Spotlight on inducements: How much transparency is enough?

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?

IFAonline | 23 Jan 2014 | 11:34

Zurich UK Life appoints head of retail platform strategy

Zurich UK Life has promoted Alistair Wilson to the newly created role of head of retail platform strategy.

IFAonline | 23 Jan 2014 | 07:52

Zurich launches investment-linked protection solution

Zurich has launched an investment linked protection solution on its platform, which will allow policy holders to protect platform investments from stock market fluctuations.

IFAonline | 12 Dec 2013 | 11:48
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Zurich appoints BlackRock to passively manage unit-linked funds

Insurer Zurich has given BlackRock the mandate to passively manage some of its funds sold through Allied Dunbar and Eagle Star brands in a move that aims to create stability for investors.

IFAonline | 10 Dec 2013 | 10:32
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Zurich pushes sales staff to be QCF Level 4 qualified

Insurer Zurich is training its sales staff to obtain the same minimum qualification level as that required of the advisers they speak to.

IFAonline | 27 Nov 2013 | 13:25
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Zurich UK platform assets near £7bn in Q3

Zurich's UK platform assets had grown to £6.97bn by the end of the third quarter.

IFAonline | 21 Nov 2013 | 07:52
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Zurich reaps $1bn on New China Life sale

Insurer Zurich has made close to $1bn from the sale of its stake in Chinese insurer New China Life (NCI).

IFAonline | 21 Nov 2013 | 07:50

Are platforms doing enough to speed up re-reg?

The regulator has identified re-registration as a potential problem area for platforms. Henry Brennan asks if enough is being done to eliminate delays between assets transfers.

IFAonline | 29 Oct 2013 | 17:27

Zurich reshuffles senior corporate business team; hires ex-Aegon COO

Zurich has created two new management roles in its UK life business to "take full advantage of significant market opportunities" and has hired former chief operating officer of Aegon employee benefits Iain Black.

IFAonline | 25 Oct 2013 | 13:33


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