Tools

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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.

Platform tools

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

WOL

Whole of Life calculator

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

Contact us

Contact your Zurich Business Account Manager or call us on

Zurich Assurance Ltd

The Tri Centre
Newbridge Square
SN1 1HN Swindon
$name

Relevant Life Calculator

Relevant Life Calculator

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

IHT calculator image

IHT Adviser Tool

This tool takes you through a Fact Find, before demonstrating three potential IHT planning solutions. This tool is password protected, so you'll have to get this from your Zurich consultant.

Please note, it's essential you save the IHT folder that is inside the zip.doc to your desk top in order for the quick links in the tool to work.

To access the IHT tool please contact your Business Account Manager who will be able to provide you with the password.

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Living cost calculator

Allows your client’s employees to work out how much it will cost to maintain their lifestyle.

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Life’s ‘little treats’ calculator

Demonstrates to employees where money can be saved on life’s little extras.

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Running a family calculator

The cost of running a household is often more than your client’s employees think!

Plaform Changes

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.

BMI

Medical Evidence and BMI Calculator

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

PictureThis

Picture this

Help your clients’ picture the retirement they'll truly love. By choosing a selection of images depicting the type of retirement a client is aiming for, the tool calculates how much it would cost to fund and if their current savings plans are aligned. It considers current income, pension contributions and any other savings clients may have.

DGT

DGT Calculator

For clients requiring regular payments to supplement their income but are looking to reduce the impact of IHT by 'gifting' a lump sum into a trust.

  • Enter an amount to be ‘gifted’.
  • Select a yearly payment (income) level.
  • Calculate the immediate IHT saving subject to underwriting.
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

Login and register

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

Mobile office app

Mobile office app

Our new Mobile Office app makes it easy to keep up to date with your pipeline whether you’re in or out of the office. The App is available as a free download from Apple's App Store and has been designed for both iPhone/iPad (IOS6 or above).

Choose the right trust

Choose the right trust

We provide a range of trusts to cover different needs, so it's important you understand which trust is right for you. Our tool can help you decide by asking you some basic questions to help narrow down the options of which trust might be best for you.

Click here to access the tool