Platform provider Zurich has added a junior ISA and pension to its platform in a move to target “impending baby boomer wealth transfer.”

Thousands of bereaved partners could be paying tax unnecessarily on ISA savings they inherit from loved ones, platform provider Zurich has warned.

Retirement wealth planning platform, James Hay, has strengthened its sales team with new appointments.

Financial Planners could face a potential ‘capacity crunch’ as clients demand more frequent pension drawdown reviews in future, platform provider Zurich has warned.