Zurich to add pension tools to IFA site

The site, Zurich Intermediary Group, already offers advisers client management tools for the bonds market and will launch fund performance tracker Planning Enquiry, which it put on the bonds business earlier this year, in early 2008. The site will also feature Zuich Portfolio Planner, designed to help IFAs create clients portfolios. Advisers will use the tool to examine their cients' objectives and attitudes to risk, and view products form the entire market. Dave Lowe, pensions management director at Zurich Life, says he wants to make Zurich “a serious pensions player” and says he ...