Zurich set out its ambition to challenge the UK's major retail platforms after revealing its long-awaited proposition will come to market in Q4 this year.
The platform will be a central plank of the insurer's restructure ahead of the retail distribution review (RDR). It will follow the roll-out of Zurich's corporate platform, which the insurer said will launch in Q3. Adrian Nash, the ex-Macquarie man heading up the project, said the FNZ-powered retail proposition will offer a range of funds and tax wrappers plus ETFs and other investments via an external stockbroker. Longer term, the product range will broaden to include protection plans. Model portfolios will also be available on the platform, with advisers able to construct thei...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
