Tools

tablet

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
    IPP tool

    Zurich Income Protection - Maximum Monthly Benefit calculator

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

    IP tool

    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.

    tool

    Medical evidence and BMI calculator

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

    WOL

    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

    Relevant Life calculator

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

  • Wealth
    tools

    Wealth Platform tools

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

    CGT

    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 Calculator

    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

    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.