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Zurich Intermediary Group
Protection
Wealth
Platform
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How Zurich helps you
About Zurich
Our new protection system was designed to make your life easier. Enjoy features such as our new multi-application facility and easy-to-use dashboard.
Our platform has been designed to help you run your business more efficiently. Benefit from pre-funding and 'family linking' capabilities, as well as a range of independent tools.
The Horizon fund range offers five risk profiled multi-asset funds and an income fund to suit a range of client needs.
Our adviser-facing magazine celebrating everything financial planning - from fact-finding & first meeting tips, to owning a business & building client relationships.
We have built a fantastic tax year end microsite for your clients, outlining seven key tax planning ideas relevant to 2016/17, from the more straightforward to the more complex.
20 April 2018
JPM US is merging with JPM US Select
JP Morgan Ltd has decided to merge the JPM US fund with the JPM US Select fund on 28 April 2018.
06 April 2018
Drawdown whitepaper
The need for financial advice and guidance is greater than ever
23 March 2018
The Zurich Multi-Manager AL/AP funds are closing
We’ve made the decision to close the Zurich Multi-Manager AL and Zurich Multi-Manager AP funds on 18 April. We’re closing the funds because...
5 New Tax Year Planning Tips
Never be in a tax year end rush again with these five simple tax year start tips
Advice Matters is our monthly magazine (digital and print) for professional financial advisers. It aims to inform and challenge readers, and report on topics and events of interest.
If you would like to know more, or indeed wish to dive right in to the content, click on the Advice Matters tab at the top of this page or on the link below.
If you would like to subscribe, or you have any questions, please email us at advicematters@uk.zurich.com.
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What makes us really stand out from the crowd is the support we offer you, from Business Account Managers and expert underwriters to creative marketing materials.
Take a look at our range of tools created to make your life easier.
Find details for any department you may wish to speak to.
Only some things are fun to do again and again, and with our new protection hub we hope that writing protection business with Zurich will be one of them.