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Zurich hosts pension review seminars

Zurich is urging advisers to carry out immediate pension reviews in light of the financial downturn rather than waiting for the next scheduled review.

The firm is hosting a series of regional seminars intended to help advisers address the key requirements of a pension review.

They take into account the FSA’s thematic review of pension switching and highlight some of the key requirements, should the review lead to a recommendation for a change of provider.

The seminars will provide commentary on the regulator’s concerns and how Zurich can help advisers and their clients with a review.

Pensions management director Dave Lowe says: “Zurich understands that in the current climate, it’s more important than ever for advisers to work closely with their clients to review their investment strategy. Now is the time when clients need advice. By hosting a series of pension review seminars, we believe we are helping advisers, by equipping them with a selection of the right tools to help make appropriate recommendations for their clients. We believe that the Zurich seminars will prove popular with advisers.”

The seminars are taking place at venues across the country over the next couple of months and are free of charge. Places are allocated on a first come first served basis.


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