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Tools

We've created a range of tools available both here and on our platform. They can be used to both support you in your business as well as aid discussions with your clients.

Contact us

Contact your Zurich Business Account Manager or call us on:
08085 546 546
  • Protection
  • Wealth

Zurich Income Protection - Maximum Monthly Benefit calculator

Work out the maximum monthly benefit your client can apply for under a Zurich Income Protection policy.

Zurich Income Protection - Dual Deferred Period Maximum Benefit calculator

Work out the maximum benefit your client should apply for under a Zurich Income Protection Policy when selecting dual deferred periods and taking into account any sick pay arrangements your client may have with their employer.

Medical evidence and BMI calculator

Work out what medical evidence is needed across a combination of benefits.

Occupational guide tool

Use your client's occupation to check what we can offer.

Whole of Life calculator

This tool helps demonstrate how much a Whole of Life policy will be worth based on a client’s life expectancy.

Relevant Life calculator

Calculate the savings that can be made by selecting tax-efficient death in service life cover.

DDI collection date tool

Use this tool to calculate the initial direct debit collection dates for your clients.

Wealth Platform tools

We have tools available on our Wealth platform. Take a look at what are available once you have logged in.

Capital Gains tool

This tool helps you to calculate the realised capital gains and losses that your clients have incurred on the Zurich Intermediary Platform. It can also help you estimate the potential gains that would be realised from a future transaction.

Platform Charges tool

To help familiarise yourself with the platform charging structure. The tool provides the annualised value of platform and investment charges that may apply based on the investment scenario you input. The tool is not intended to: be used with clients, form part of an adviser’s sales process, replace any of the required disclosure documents produced by the platform.

Portfolio Manager

The portfolio manager is an independent tool from FE enables you to create, analyse and present up to twenty portfolio recommendations to your clients. It can:
  • Analyse Zurich’s life funds as well as unit trusts and OEICs.
  • See asset allocation, sector split and geographical weightings.
  • Prevents overlap and will help you measure and monitor the diversification of your clients’ portfolios.
  • Once your portfolio is created it will be stored. You can easily monitor and update online - ready for client reviews.
  • This tool is at no cost to you.

Please note: Only tracks fund performance. Does NOT take into account product charges, fees or expenses.