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Zan brings in account managers to aid IFAs

Zurich Advice Network is setting aside £4m and recruiting an array of industry heavyweights to provide support and shore up its tied salesforce of 3,500.

It has recruited six people for the new role of account manager, who will help advisers in the field.

These include Lawrence Hawthorn, who joins from Scottish Life and was previously LIA president, and Dominic O&#39Connor, who joins from PricewaterhouseCoopers. Peter Welch from Royal & Sun Alliance and Andrew Reeves from Independent Financial Strategies have also been recruited.

Sales director Andy Ferns says: “Significant market and regulatory turmoil and declining margins are creating a challenging environment for advisers. We aim to differentiate Zan by providing the very best support to our advisers tailored to their specific needs.”


Aegon takes 9% stake in Aurora

Aegon UK is buying a 9 per cent stake in Aurora Financial for an undisclosed fee, bringing the number of its acquisitions and strategic investments in IFA firms to nine. Aurora, formed from the merger of Jackson Batten and Advisory & Financial Planning Services last July, specialises in employee benefits and has 38 RIs. Aegon […]

Two years for a transformation

Much of the debate about Sandler, CP121 and Pickering has been around the immediate impact of lower charges, multi-ties, tiers of advice, product design and to what extent this will close the savings gap. This analysis takes a longer-term perspective – which is essential for IFAs in deciding how to react in the short term. […]

Fate of engineering

A few years ago, a product provider invited me to speak on the subject of investment and income drawdown. At that time, according to FSA statistics, the leading investment choice when taking the drawdown route was with-profits. While I accept that Equitable skewed the figures, there were still an unacceptable number of IFAs suggesting that […]

&#39Treasury is ready to consider cap changes&#39

The Treasury consultation on the Sandler suite is expected to consider the possibility of different price caps for the products included in the suite, according to sources close to the Treasury. The idea may not appear in the document, expected to be published this week, say sources, but it could be an outcome of the […]

Unfinished business?

Pension specialist Fiona Tait gives an update on three big announcements from the 2016 Budget – Pensions Advice Allowance (PAA), the Lifetime ISA (LISA) and the pension dashboard. £500 Pensions Advice Allowance What’s new Under current rules it is possible to deduct an adviser charge from a defined contribution pension fund to pay for financial […]


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