Here you’ll find all the latest updates to our Zurich Intermediary Platform. These recent changes are aimed at supporting you through the most recent regulatory change as well as using your feedback to improve our platform experience for you and your clients.
Introducing the Junior Portfolio
In this release we have launched our Junior Portfolio for under 18s. The Portfolio will include a Cash Account and can also include a Junior ISA and/or Junior Retirement Account.
Improving the Zurich Intermediary Platform
In this release we have made some significant enhancements to the way the platform looks and feels and taken on your feedback about the way you want to use the platform with your customers. This is the first phase of the changes we are making, and in this release we have updated the dashboard and the screens that you use to submit new portfolios and top-ups to existing portfolios.
Supporting you through regulatory change
In 2016 the FCA introduced new rules affecting the advice process for pensions, including that advisers must show clients what effect a change to their retirement benefits would have before it is made.
We already have functionality to allow you to run an ad-hoc illustration to show benefits before any changes.
The changes were outlined in PS16/12, which followed a consultation on the pension freedoms introduced in 2015.
Improving the customer journey
We've taken on board your feedback and done something about it. The changes we have made are all aimed at providing you with a smoother, more efficient service.
We’d love to hear more from you. Please do get in touch with your Business Account Manager if there is anything you feel could be improved about our service. We ensure all your comments are captured and used when prioritising developments.
If you have any further questions about any of these updates and how they will impact you, please speak to your Business Account Manager on 0808 554 6546.