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Zurich

Regulation

Pension tax relief review throws up 'huge policy issues'

George Osborne's call for radical thinking on pensions tax relief could solve the problem "once and for all" but there are huge policy issues to overcome, industry experts have said.

clock 09 July 2015 •

Your profession

Zurich weighs non-advised pension access for retail clients

Provider Zurich is reviewing whether to allow legacy retail clients access to its flexible drawdown product on a non-advised basis, in an effort to streamline pension freedom.

clock 02 July 2015 •

Income

Zurich: Auto-enrolment 'lulls people into a false sense of security'

Auto-enrolment savers are underfunding their pension pots due to a "false sense of security" that minimum contributions are good enough, Zurich's Alistair Wilson has warned.

clock 26 June 2015 •

Your profession

Zurich poaches from Cofunds for head of retail distribution

Zurich UK Life has poached Cofunds key account manager Rose St Louis to head its new retail distribution team.

clock 12 June 2015 •

Wrap/platforms

Which three platforms are outpacing their rivals in assets race?

A "combination of politics and pensions" contributed to slower sales across platforms in the first three months of the year, with the year-on-year (YOY) asset growth rate also receding, according to research.

clock 15 May 2015 •

Regulation

Advisers could be caught in MiFID II 'appropriateness' testing

Advisers could be forced to collect and share client information on non-advised business with providers under new rules mooted by the Financial Conduct Authority (FCA).

clock 13 May 2015 •

Income

Zurich sells annuity book to Rothesay Life for £1.2bn

Insurer Zurich is to pass its £1.2bn legacy annuities business covering 28,000 clients to specialist Rothesay Life.

clock 12 May 2015 •

Regulation

Death tax cut fails to sway savers' plans - study

Most people are unlikely to spend less of - or save more into - their pension as a direct result of the removal of the "punitive" 55% ‘death tax' earlier this month, according to research.

clock 30 April 2015 •

Wrap/platforms

Testing times: The role of platforms post-pensions freedom

The role of platforms post-pensions freedom

clock 27 March 2015 •

Retirement

Countdown to 6 April: The line up in The Great Pension Reforms Race

Countdown to 6 April: The line up in The Great Pension Reforms Race

clock 12 March 2015 •
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