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

Our Whole of Life policy has no upper age limit, it protects your client for the whole of their life should they die or 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?

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Thousands of retirees yet to set up Lasting Power of Attorney

More than 615,000 pensioners are on course to make investment decisions into old age but Zurich...

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Landlord clients? How to tackle tricky world of property tax

With numerous property tax changes already in place (and more due in 2020/21), there are a number of...

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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...

Advice Matters

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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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