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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.”


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