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Advice Matters

January issue

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16 February 2018

Fund name changes following a systems update in December 2017

Please note that a number of Sterling and Zurich funds changed their names in December 2017.

15 February 2018

Making capital gains less taxing

Are your clients paying too much CGT?

03 February 2017

A note to advisers: Next steps in sale of annuity book to Rothesay Life

Zurich UK Life has begun the next stage of transferring a tranche of its legacy annuity business to Rothesay Life, under what is called a...

Zurich Plus

Owl Financial

We are delighted to be working with Owl Financial. Click below for the Zurich for Owl web page, we hope you find everything here to help you get started.
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