Zurich
Tax & Regulation | 6 Jan 17
Zurich ordered to pay £223k over IHT advice to British expat
A UK judge has ordered Zurich to pay damages of £223,000 ($275,211, €261,185) over wrong advice given to a British expat looking to reduce her inheritance tax (IHT) liability.
Best Practice | 5 Jan 17
Zurich launches UK adviser platform with multi-application tool
Insurance giant Zurich has launched a protection platform where UK advisers can apply for multiple policies in one application.
Middle East | 22 Dec 16
How advised assets outperform DIY financial planning
Those clients who benefit from having a financial adviser have better performing assets in their portfolios than those who go it alone, says John Astrup, savings and investment propositions manager, Zurich International Life, Middle East.
People Moves | 1 Dec 16
PEOPLE MOVES: Zurich, MBMG, Close Brothers
A Zurich stalwart has been hired to the Middle East to head up the life insurer’s retail distribution team, while Bangkok-based advisory firm MBMG announces a departure. Close Brothers appoints a new business development director, who will work closely with UK advisers.
Charles Taylor agrees to buy Zurich’s closed book
Isle of Man-based Charles Taylor has agreed to buy one of Zurich’s closed book of international life assurance business as well as Allied Dunbar International Fund Managers.