business woman

Pension trustees

As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement. Simplification of pension rules over recent years has made current products easier to use, understand and administer. But, for those customers with older pension products, appropriate management in line with the best customer outcome can present challenges when trying to add value to their investments.

We can help you to optimise your clients’ portfolios through our pension trust, which allows your client to hold third-party pension assets on our platform.

Supporting your clients

If you’d like to introduce the subject of trusts to your clients, here’s some material you can use to get your conversations started.

Contact us

Contact your Zurich Business Account Manager or call us on

Zurich Assurance Ltd

The Tri Centre, Newbridge Square, Swindon
SN1 1HN United Kingdom