Zurich Intermediary Group

Zurich Life Protection Platform Support Page

Helping you write protection business.

Protection Platform support

MiFID II

MiFID II aims to create a safer environment for investors by telling investors about the products available and how much they cost. See how this impacts you and Zurich.

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Advice Matters

Our adviser-facing magazine celebrating everything financial planning - from fact-finding & first meeting tips, to owning a business & building client relationships.

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Horizon

The Horizon fund range offers five risk profiled multi-asset funds and an income fund to suit a range of client needs.

Zurich retail platform

We’ve updated our platform to make it easier and quicker to use. You’ll also benefit from pre-funding and ‘family linking’ capabilities, as well as a range of independent tools.

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Zurich Life Protection Platform

Transforming the way you write and manage Zurich protection business

Zurich Intermediary Platform

More than an investment solution, our platform has been designed around you to enable you to run your business more efficiently.

Zurich Horizon Funds

Five multi-asset risk profiled funds and a monthly income fund aiming to deliver a complete end-to-end solution for you and your clients.

Have you talked about?

16 April 2019 How the Rysaffe principle can bring big IHT planning benefits

Creating separate trusts with separate whole of life policies on different days can prove valuable...

02 April 2019 Art of the possible: What if clients maximised all their allowances?

Exploiting all available allowances could, theoretically, and for clients with plenty of capital,...

12 March 2019 Tax year end: Ten tax strategies to consider

Ahead of the end-of-tax-year rush, Jennifer Hill asks a panel of tax experts to share their smartest...

Advice Matters

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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Critical Illness case study

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