View more on these topics

Plum links to Zurich funds

Plum Software has launched an updated version of its Fact Finder Plus administrator to offer Zurich fund details to intermediaries.

Zurich’s range, including Sterling, will now be uploaded into Plum’s system for intermediaries to instantly access plan valuation information.

Providers linked to Plum now include Zurich/Sterling, L&G, Selestia, Transact, FundsNetwork, Cofunds, Skandia, Friends Provident, Standard Life, Abbey, Aegon Scottish Equitable, Norwich Union, Prudential, Scottish Widows, Scottish Life and Clerical Medical.

Zurich eCapability Director Paul Kenmir says: “Now, if a Plum user wants to access Zurich or Sterling products for a valuation of the product, they can do so quickly and easily from their desk.

“We can now offer advisers a current valuation of their client’s plans on a wide range of our products. This link up is the first step in our journey to make Zurich’s products accessible to all IFAs in the way they want to access them. Zurich recognises Plum as one of the key access routes used by IFAs so we were keen to complete this link early. The arrangement includes a wide range of Zurich’s current and legacy products, including the full Sterling product set and unit linked individual and corporate pension arrangements.

Plum managing director Ann Dempster says: “This is great news for our users. They can now access information from Zurich quickly, transparently and within the existing Plum Software system as a single screen in the client management system. Zurich is trying to make life easier for advisers and this deal is a key stage in that objective.”

Recommended

90% of advisers oppose contract-out ban

Ninety per cent of advisers are against the Government’s plan to scrap contracting out of the state second pension on a money-purchase basis, according to the latest poll on pension guru Steve Bee’s BeeHive website.Bee says: “If it is typical of what all IFAs think, nine out of 10 IFAs are in favour of people […]

Marsden and LV= link up on products

Marsden Building Society and LV= have announced a new strategic partnership.From September, Marsden will be offering LV=’s range of investment, life insurance and pensions products, advised by the friendly’s tied financial advisers. Marsden Building chief executive Neil Shoesmith says: “The partnership with LV= will enable the society to offer members a broad range of investment, […]

Cash points

The global equity markets have continued to gain upward momentum. Before February’s correction, we started to take a defensive approach due to the lack of pricing of potential risk and short-term technical and sentiment indicatorsWe believe these short-term market corrections offer great entry points for longerterm investors and we used the cash we had built […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment