This website is for financial advisers within the UK, Customers looking for Zurich products please go to Zurich.co.uk. Unless you are a financial adviser in the UK who has entered into separate contractual arrangements with Zurich Intermediary Group Limited (“ZIG”) for access to the secure parts of this website, the viewing of this web site is subject to Disclaimers, which, by continuing to access this site, you acknowledge that you have read and accept.

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Contact us

Wealth

Wealth Management

We're strong supporters of the intermediated market, and dedicated to giving you support to help you deliver quality advice to meet your clients' needs for both on and off platform.

Platform

plans

Our platform represents a significant investment in our - as well as your future. We are here for the long term and are dedicated to providing you with the best service and features.

Sterling Investment Bond

woman floating in the sea

Our onshore investment bond that enables your client to invest in a range of funds while providing a level of life cover.

International Portfolio Bond

brief case

Our offshore investment bond that gives your clients a wide range of funds to choose from and deposit accounts with the potential for investment growth.

Investment options

multiple snow globes

A wide range of investment options to suit your clients’ needs. If you like choice then you’re in the right place.

Horizon

Bridge over the sea

The Zurich Horizon fund range is composed of five risk profiled multi-asset funds and an income fund built to deliver a smoothed monthly income.

Retirement

Grandfather and child

Clients need to feel confident they’ll have a level of income at retirement suited to their lifestyle. Our retirement offering will set them on the right path.

IHT planning

business meeting

IHT is an increasingly important area of advice. Help your clients plan this complex area.

Closed products

Keepsake box

Some of your clients may still be paying into accounts no longer available to new business.

Trusts

business woman

As experts in trusts, we can help you to make the most of the opportunities they can offer. 

Have you talked about

Topical discussions and thoughts on current affairs and what’s happening in the industry. 

Relevant tools

Take a look at our range of tools created to make your life easier.

Awards

We’ve won numerous awards for our service and propositions. See which ones we’ve been accredited with.

Contact us

Find details for any department you may wish to speak to.

© Zurich

This website is brought to you by Zurich Intermediary Group Limited, authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under company number 01909111. Registered office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX. 

For details of the provider of the Zurich Intermediary Platform and the products available on this website, please refer to the relevant literature.

For use by professional financial advisers only.