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Zurich

Tax Planning

Five key tax changes advisers need to know about

Don't get bounced by Spring changes

clock 23 October 2015 •

Individual Protection

Protection Watch: Five key developments all advisers should know

Adviser early warning system among changes reviewed

clock 19 October 2015 •

Regulation

A complaints long-stop: Five options on the table

The govt and FCA are consulting on the options for a time bar on complaints against financial advice

clock 12 October 2015 •

Income

Half of advisers avoiding pension freedoms advice over liability fears- research

Advisers are afraid of future claims

clock 09 October 2015 •

Your profession

Zurich drops £5.6bn RSA Group bid

Zurich has withdrawn its £5.6bn bid for rival firm RSA group after suffering losses in its general insurance business.

clock 21 September 2015 •

Pensions

Zurich joins calls to protect 'most powerful incentive' to saving

Tax relief at the point of retirement saving is the most powerful way to get people to create a later life nest egg, according to Zurich, making it the latest provider to come out against the government's plans to treat pensions like ISAs.

clock 14 September 2015 •

Wrap/platforms

Zurich to launch protected drawdown product

Zurich is planning to launch a drawdown product that allows clients to convert assets into an income for life at a chosen point in retirement.

clock 09 September 2015 •

Life Office

Zurich tables £5.6bn bid for rival RSA Group

Insurance giant Zurich has revived its attempt to acquire rival business RSA with a new proposed cash offer of 550p per share, valuing the company at about £5.6bn.

clock 25 August 2015 •

Estate planning

When is a £1m nil rate band, not a £1m nil rate band?

When is a £1m nil rate band, not a £1m nil rate band?

clock 24 August 2015 •

Regulation

TISA to hammer out clear MiFID II guidelines

Financial services lobby group TISA has vowed to bring clarity to what the incoming European legislation Markets in Financial Instruments Directive (MiFID II) will mean for advisers and providers.

clock 30 July 2015 •
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