Zurich platform distribution head Platt leaves

clock

Jaki Platt, the head of retail platform distribution at Zurich Financial Services, has left the company for personal reasons.

Platt was in the role for 13 months after being promoted from area sales director. She previously worked as an executive sales consultant at Skandia before being named platform team sales manager with Selestia Investment Solutions. Zurich said Platt's departure would not affect the development and distribution of its retail platform. "We have got a good team in place with a good breadth of knowledge and expertise", a spokesperson said. "We are currently reviewing the team structure to ensure that we have the right framework in place to ensure a successful roll-out of our platform p...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Platform due diligence: A comprehensive approach

Platform due diligence: A comprehensive approach

Due diligence is more than best practice it is ‘fundamental'

Stephen Ford
clock 18 November 2024 • 4 min read
Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Assets rose to £683bn in best third quarter in three years

Isabel Baxter
clock 15 November 2024 • 4 min read
Schroders UK Platform Awards 2024: Full list of winners revealed!

Schroders UK Platform Awards 2024: Full list of winners revealed!

See who took home a trophy at last night’s ceremony in London

Professional Adviser
clock 25 September 2024 • 1 min read