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Zurich Intermediary Group
Protection
Wealth
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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.
19 September 2017
Fidelity is converting holdings in the W share class of the Fidelity Index fund range to the cheaper P share class
25 August 2017
Kames Strategic Bond fund
As part of our commitment to customers, we regularly review the performance and ongoing suitability of the funds available through our...
23 August 2017
Real Conversations: Lifestyle Diseases
When the subject of health comes up with clients, Real Conversations is here to help. This month, how lifestyle diseases most commonly...
Building a Better Business
Address three key areas to make your business as efficient and profitable as possible, writes Nick Peters
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.