History and Awards

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Protection

mortgage and critical illness

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.

Zurich awards

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.

Zurich core

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.

Zurich select

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.

transformation

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.

diversity

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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Gold Standard - Winner for Protection 2008-2015

The Gold Standard Awards assess financial strength, capability, service, fair value and trust in a variety of methods including information supplied by entrants in the form of questionnaires and evidence, as well as the use of third party sources to assess areas such as financial strength and fair value.

The award is determined by an independent group of judges.

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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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Financial Adviser service awards - Winner for four stars for service 2012-2015

The Financial Adviser Service Awards recognise the importance of quality service from product providers to their intermediary clients and are considered to be a benchmark for service standards within the retail finance marketplace. The “Five Star” award is one of the most sought-after service awards in the industry.

The award is achieved through votes from financial advisers.

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FT Adviser online service - Winner of five stars 2012 & 2014, four stars 2013 & 2015

The FTAdviser Online Service Awards are an independent measurement of which providers are getting it right online, and who needs to do more work to keep their intermediary customers happy.

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Moneyfacts - Best protection service 2012, 2013 & 2015, highly commended in 2014

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 .

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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 .

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Moneyfacts - Best business protection provider 2012 & 2013, highly commended 2014 & 2015

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.

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Professional Adviser Awards - Best protection provider 2015

A wide-ranging awards ceremony covering providers and financial advisers. The awards are run by publishing group Incisive Media.

The award is determined by an independent group of judges.

Wealth

defaqto 2018

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.

award

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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Financial Adviser service awards - Winner of 4 star status for Life and Pensions  for 2013 and 2015, and a five star status in 2014.

The Financial Adviser Service Awards recognise the importance of quality service from product providers to their intermediary clients and are considered to be a benchmark for service standards within the retail finance marketplace. The “Five Star” award is one of the most sought-after service awards in the industry.

The award is determined by an independent group of judges.

Defaqto 2016

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.

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UK Platform Awards – Leading integrated planning tool provider 2015

An annual awards ceremony that celebrates excellence and achievement in platform technology. The awards are open to are open to platforms, advisers and providers of platform technology and toolsets. We won this award with our toolset provider FE.

The award is determined by an independent group of judges.