Zurich

Estate planning

Andy Woollon: Always look on the bright side of life (and estate planning)

Greetings, pop pickers

clock 26 November 2020 • 7 min read

Retirement

Nick Homer: The new financial priority

'Dramatic shift'

clock 18 December 2019 • 3 min read

Companies

Embark Group: 'Zurich purchase was opportunistic - we have no plans to acquire anything else'

Following Zurich acquisition

clock 20 November 2019 • 1 min read

Companies

Embark to acquire Zurich Retail Investment Platform and Investment Services

Undisclosed fee

clock 20 November 2019 • 2 min read

Tax Planning

IHT rules remain unclear to consumers, research finds

Zurich research reveals confusion

clock 11 September 2019 • 2 min read

Pensions

Bulk annuity market breaks yet another record with £17bn of first half deals

Up £10bn year-on-year

clock 08 August 2019 • 2 min read

Platforms

Zurich exploring sale of adviser platform in £50m deal - reports

Wants to 'offload' site

clock 29 July 2019 • 1 min read

Individual Protection

Zurich pays 96% of protection claims in 2018

More than £233m

clock 14 May 2019 • 2 min read

Wrap/platforms

How adviser platforms reacted to the FCA's market study - in public

Four opinions

clock 14 March 2019 • 5 min read

Platforms

Alistair Wilson: Six predictions for the platform market study

Publication expected tomorrow

clock 13 March 2019 • 4 min read
Most read
01

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
02

Tavistock acquires asset manager and moves forward with Saltus advice sale

22 November 2024 • 2 min read
03

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
04

Advisers expect regulation to limit time taken on giving advice

22 November 2024 • 2 min read
05

FCA: Most firms unable to meet bereavement claims performance levels

22 November 2024 • 3 min read