History and awards

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  • Wealth
    Zurich platform

    Adviser Asset Platform Rating 2019 - Zurich Intermediary Platform

    Adviser Asset is a UK Platform and Product research tool, analysing over 200 million data items across nine dimensions to assess how well platforms are doing.

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    Defaqto - Zurich picks up top Diamond Rating for Horizon fund range

    Zurich has been awarded the top Diamond Rating in 2018 by Defaqto for its Zurich Horizon fund range, composed of five multi-asset funds and the Monthly Income Plus fund.

    Diamond Ratings mark the "performance and competitiveness" of funds and fund families in areas such as cost, scale, accessibility and manager longevity, with each product assigned a rating on a scale from 1 – 5.

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    The lang cat Advised Platform Awards - Best for Retirement Income 2018

    The lang cat is a financial services consultancy trusted by platforms, pension, investment, and technology providers and advisers to deliver expert research.

    When awarding Zurich with Best for Retirement Income, they stated, “Everyone who invests through a platform will eventually reach the stage of wanting their money back again. If a platform wants to hold on to the assets for the long term, right through retirement, then it’s crucial to get the offering right.

    “If you break down all the individual elements of what people actually need from a platform in terms of retirement income, Zurich has the strongest overall proposition by quite some way. All the touchpoints you’d want for income management are there: income payments, flexibility around withdrawal dates, cash management and pre-funding on withdrawals.”

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    Schroders UK Platform Awards - Runners up for Platform of the Year 2018

    The UK Platform awards is one of the biggest events in the investment platform and technology calendar. The winners of the awards are be found adviser votes or through the wisdom and skill of the judges. The judges have been selected for both their expertise and their independence.

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    Retirement Planner Awards - Best Pensions Freedom Service and Best SIPP Service and highly commended for Income Drawdown Service in 2018

    The Retirement Planner Awards are aimed at pension providers and intermediaries in the pension product and retirement planning sector. The awards are determined by an independent panel of industry professionals.

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    Defaqto - The Zurich Intermediary Platform has achieved five-star status for the fifth year in a row in 2016 from Defaqto (2013-2017)

    Defaqto is an independent researcher of financial products, focused on providing intelligence to support better decision-making. The award is determined independently by Defaqto.

  • Protection
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    F&TRC 2018 protection product ratings - Mortgage Protection

    F&TRC ratings are independent protection product ratings awarded to insurance providers. The medals are awarded based on the overall proposition of the protection providers as well as a range of underlying categories.

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    F&TRC 2018 protection product ratings - Life Insurance and Critical Illness

    F&TRC ratings are independent protection product ratings awarded to insurance providers. The medals are awarded based on the overall proposition of the protection providers as well as a range of underlying categories.

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    F&TRC 2018 protection product ratings - Income Protection

    F&TRC ratings are independent protection product ratings awarded to insurance providers. The medals are awarded based on the overall proposition of the protection providers as well as a range of underlying categories.

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    F&TRC 2018 protection product ratings - Business Protection

    F&TRC ratings are independent protection product ratings awarded to insurance providers. The medals are awarded based on the overall proposition of the protection providers as well as a range of underlying categories.

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    Life Insurance International Innovation Awards - Best Business Transformation 2018

    The Life Insurance International Innovation Awards 2018 celebrate excellence in life and health insurance industries from around the world and act as a benchmark for excellence.

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    Life Insurance International Innovation Awards - The Diversity Award 2018

    The Life Insurance International Innovation Awards 2018 celebrate excellence in life and health insurance industries from around the world and act as a benchmark for excellence.

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    Protection Review - Winner of Life and Health Claims Award in association with Health Claims Forum 2016

    Protection review is a leading industry expert in the UK protection market and the annual Protection Review Awards reward excellence in the market.

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    Moneyfacts - Best stocks & shares ISA provider 2015 and 2016

    Combining the analytical expertise of the Moneyfacts research team and the front line experience fed back to the group by their IFA readership and subscriber base, these awards are much admired for their independence.

    The award is achieved through votes from financial advisers .