Gloved hand holding sapling


Wealth Management

Zurich Intermediary Platform


More than an investment solution, the Zurich Intermediary Platform has been designed around you to enable you to run your business more efficiently.


Grandfather and child

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

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.

Products closed to new business

Keepsake box

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

Platform tools

workshop tools

We’ve a range of tools available on our platform to help you with all aspects of assessing and meeting your clients’ needs.