Zurich
Income
The £1.25m lifetime cap on tax free pension savings will affect workers who retire on anything from £20,000 a year, meaning those who start to save early could face tax charges of 55% when they retire, according to new research.
16 February 2015
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Your profession
Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.
13 February 2015
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Pensions
Zurich UK Life has reported operating profits of £115m in 2014, up 6% on the previous 12 months.
12 February 2015
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Wrap/platforms
The partners of Seven Investment Management (7IM) are considering selling the business, according to reports.
09 February 2015
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Your profession
Zurich Life chief executive Gary Shaughnessy has joined the board of the Personal Finance Society (PFS) as an adviser.
05 February 2015
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Income Protection
Zurich has launched a flexible group income protection (IP) proposition aimed at businesses with at least 250 employees.
30 January 2015
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Wrap/platforms
Zurich has expanded its platform offering to include a discretionary fund management service for the first time.
23 January 2015
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Income
Maximising retirees' tax positions will become all-important post-pension freedoms, giving advisers huge on-platform planning opportunities, Zurich's Alistair Wilson has said.
15 January 2015
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Managed solutions
Zurich UK Life is to boost its investment proposition for advisers with the launch of an authorised corporate director (ACD) service, which will allow it to launch own-branded funds managed by a number of external partners.
12 January 2015
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