As such, Zurich is delighted to be working with the Institute of Financial Planning and its members again during 2012. The close working relationship we have with IFP members is hugely important to us and understanding the challenges and issues that Financial Planners and Paraplanners face on a day to day basis allows us to develop our propositions to match your needs.
This was highlighted at the IFP Annual conference at the Celtic Manor back in October where we had the chance to spend some quality time talking about the impacts of the Retail Distribution Review, platforms and adviser remuneration to mention but a few.
In addition, we valued being involved in the inaugural IFP Paraplanner conference back in May. It gave us a great insight into how important the Paraplanner role is within many successful Financial Planning firms and also how this will increase in the future.
Our market place is rapidly changing and with change comes challenge and opportunity. Zurich is committed to helping you identify the most suitable opportunities for your clients’ needs by providing leading edge systems, quality service and innovative business solutions.
Our new generation of pension, protection and investment propositions is designed to meet changing customer needs and to assist you in evolving your business models.
It is this understanding that has driven the development of the Zurich Intermediary Platform which will be brought to you by sterling Isa Managers Limited.
A platform built around your needs and expectations – both commercially and operationally.
The rapidly evolving platform landscape is evidence that the profession is changing more dramatically and at a faster pace than ever before. Whatever your current approach to platforms, Zurich’s proven track record in technology, service and ongoing support can help you plan and develop your business with confidence.
To find out more about our new platform, please contact your local Zurich consultant on 0500 546546. They’ll be able to help you.
We look forward to further developing our relationship with IFP members and supporting your businesses in 2012 and beyond.