Beginning a new series for Professional Adviser in which he cherry-picks the best elements currently on offer from all the major platforms, Terry Huddart looks at Zurich's Intermediary Platform (ZIP) and Standard Life Wrap
#1 ZIP and the pre-funding ZIP is the newest major platform to market - after what felt like a protracted development period, it eventually made its way on to your screens in 2013. Most things about...
‘Important to have an anchor’
Report to be written by TPR
Lack of innovation for solutions
Some 2,000 consumers affected