Zurich Intermediary Group For use by professional financial advisers only
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Zurich Whole of Life policy

Our Whole of Life cover protects your client for the whole of their life should they die or be diagnosed with a terminal illness.

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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.

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?

Adviser meeting
The lesser-known ISA rule (or how to inherit tax efficiency)

The ISA inheritability rules opened up a new world of possibilities in financial advice,...

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Protection for life stages: Middle-aged couples

Bob and Mary are in an enviable financial position, but have concerns about care costs dwindling the...

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News: Thousands draining pension income - while still in work

Half of people taking regular income from a pension in drawdown are still in full or part-time work,...

Advice Matters

Advice Matters magazine covers

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.

Contact us

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Find details for any department you may wish to speak to.

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