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Zurich adviser offshoot to be called OpenWork

Zurich has unveiled the name of its new multi-tie business. First revealed in Money Marketing last month, the new business will be called OpenWork and is expected to attract between 2,200 and 2,300 of Zurichs 2,500-strong workforce.

OpenWork advisers will sell Scottish Equitable pensions under a tie-up between parent Aegon and Zurich announced last week.


Julian Gibbs

Close Finsbury has come up with an innovative new fund called the Multi Asset Portfolio.


Royal Liver sales manager leaves

Royal Liver sales manager Chris Large has been sacked after making derogatory comments to the sales team about the mutual’s policyholders. Large, who worked in the Liverpool salesforce, said the 1.4million policyholders were too lazy to access life insurance via the internet.

Pension Scrooges

Bah humbug! Britain’s pension managers are a miserable bunch denouncing Christmas parties as too boring, too forced and too lengthy. According to the Chartered Manage-ment Institute, only 21 per cent of pension managers think they are a good thing, with 45 per cent saying they go on too long and 37 per cent claiming that […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]


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