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.

We use cookies to provide you with a responsive service to make your experience of our website(s) better. Please confirm that you agree to our use of cookies in accordance with our cookies policy.

By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work.

Alternatively, read our cookies policy to find out more about our cookie use and how to disable cookies.


    • Protect the environment. Think before you print.

Trusts

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.

Get in touch


If you have any questions about our range of trusts, contact your Zurich Account Manager on 08085 546 546