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.
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.