Zurich adds to platform in bid for baby-boomer wealth

Launches Junior ISA and retirement accounts

Tom Ellis
clock • 1 min read

Zurich has made changes to its adviser platform in an effort to target the "impending" wealth transfer from baby-boomers to younger generations, the firm has said.

It has launched a junior ISA and pension offering, dubbing it a "cradle to grave" investment solution for advisers and their clients. Junior ISAs can be opened on behalf of a child aged 17 or under by their guardians and can have up to £4,260 saved into them each year. Junior retirement accounts, on the other hand, are available to parents and guardians with children aged under 18 and have an annual limit of £2,880 - worth £3,600 after 20% tax relief. The platform, which places a focus on its retirement proposition, said it made the changes despite MiFID II and other regulatory reform...

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 Wrap/platforms

Aviva platform net flows up 24% in Q1 to £1.6bn in 'buoyant market'

Aviva platform net flows up 24% in Q1 to £1.6bn in 'buoyant market'

Provider’s trading update for Q1

Jenna Brown
clock 14 May 2026 • 2 min read
CIP design and platform selection: Which really comes first?

CIP design and platform selection: Which really comes first?

Firms can take steps for better CIP delivery

Mark Sanderson
clock 07 May 2026 • 4 min read
Why advisory businesses need to question their platforms' operational resilience

Why advisory businesses need to question their platforms' operational resilience

'If you're a financial advice firm, client trust is your most valuable asset'

Martin Jennings
clock 30 April 2026 • 4 min read