Zurich named Platform of the Year 2018

On 25 September, 2018, members of the Zurich Platform team attended the Schroders UK Platform Awards Dinner in Dinner in association with Professional Adviser, which was held at the London Hilton on Park Lane.

After a thorough selection process and up against five strong finalists, we are delighted to have won the Platform of the Year, an award chosen by a panel of industry experts which deem which intermediary platform has made the greatest advance or been the most innovative in 2018.

We evidenced that the customer is the centre of our business and the Zurich Intermediary Platform. With our pre-funding capabilities and auto-disinvestment ensures clients access their money when needed and our tireless work to ensure they experience minimal out-of-market time. In addition to client service, the Zurich Platform;

• has enhanced its service and usability in the last year with updated dashboard and new business screens,
• improved decumulation illustrations to help clients better understand potential impact of retirement decisions,
• presents all fund house target market information in a single view to offer suitable fund solutions and,
• offers branded client reports to enhance client reviews.

All of these strengths allowed Alistair Wilson, head of retail platform strategy, and Amanda Costain, wealth proposition manager, to accept the award on behalf of the Zurich platform team.

Having only celebrated the platform’s fifth anniversary at the beginning of the year, we’re pleased to have accomplished so much in a relatively short amount of time. This award recognises the cumulative efforts of our service, proposition and distribution teams and our ability to differentiate ourselves within the platform market. This is a fantastic achievement and recognition for Zurich.” – Alistair Wilson