Zurich adds fourth investment bond

clock

ZURICH has rolled out a fourth version of its Sterling Investment Bond to allow advisers additional flexibility in their pricing structures.

The new flexible version completes the range and will sit alongside the existing three charging structures; the High Allocation, Standard and No Exit Penalty versions. With no commission built into the base structure, the product is targeted at fee-charging IFAs. Once the IFA has negotiated commission levels with the customer, these can be paid for by initial charge, establishment charge or fund-based charge. The flexible version will start at 100pc allocation and a tiered, fund-based charge starting at 0.225pc. Zurich has updated its extranet to enable advisers to request quotes and ap...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Fixed Income

Have gilts lost their role as portfolio diversifiers?

Have gilts lost their role as portfolio diversifiers?

Gilt volatility – the new normal?

Ari Towli
clock 10 July 2026 • 6 min read
The cost of income: Why it's cheap again

The cost of income: Why it's cheap again

Second in a two-part series of articles

Colin Finlayson
clock 17 June 2026 • 4 min read
Fixed income, football and Scotland at the World Cup

Fixed income, football and Scotland at the World Cup

'28 years is a long time to wait for a World Cup; it's an eternity in bond markets'

Colin Finlayson
clock 11 June 2026 • 5 min read