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Zurich moves into LTC

Zurich Financial Services is entering the long-term care market through a new company, Zurich Care Solutions, and a tie-up with Bupa.

The company will offer practical help on LTC as well as offering financial products from Bupa. This includes assistance in finding accredited care homes and organising home care.

Zurich has recruited a team of advisers with a nursing or social work background to sell the service. They will be trained to FPC3 level. There are currently seven advisers, with a further six coming on board in January.

Two financial product packages are offered from Bupa, one for people over 50 who are still planning their retirement and one for people needing care or going into a home. The packages includes a tax-free monthly benefit for non-professional carers in the home, extra cash to fund equipment or to pay for a professional carer, a personal alarm and flexible payment options.


Pink Home Loans – Exclusive Buy To Let 5 Year Discount 75 Per Cent

Wednesday, November 28, 2001.Type: Buy to let discounted rate mortgage.Discounted term: Five years.Discount: 0.76 per cent.Payable rate: 4.74 per cent.Minimum loan: £40,000.Maximum loan: Loans of up to 60 per cent of valuation subject to amaximum of £1m, 61-70 per cent subject to a maximum of £400,000,71-75 per cent subject to a maximum of £300,000.Income multiples: […]

FSA threatens clampdown on &#39misleading&#39 IFA Isa guides

The FSA is threatening to crack down on IFAs and discount brokers who produce Isa guides, saying it has serious concerns about the fund selection and the commission paid by fund managers whose products appear in them.Speaking at the Pep & Isa Managers&#39 Association Annual Conference last week, FSA managing director consumers, investments and insurance […]

First State invests in UK

First State Investments is focusing on the UK with the introduction of the British mid-cap fund.Created as an open-ended investment company (Oeic) the fund is aimed at medium-risk investors who are looking to broaden their portfolios.The Oeic will invest in between 60 and 80 companies, with at least 90 per cent of these being medium-sized […]

Treasury to consult on annuities

The Treasury will unveil a consultation on annuity reform in 2003 with the aim of increasing competition although it says competition has already been promoted by the open market option.But so far details of the scope of the consultation do not yet include plans to change the compulsory purchase at age 75.The pre-budget document states: […]

Embrace simplicity!

By Fiona Holmes, proposition communications manager When I first took out critical illness cover, I was overwhelmed. It wasn’t just the form filling, it was finding out about the sheer number of illnesses I was covered for. Did it give me peace of mind that I was covered for neuromyelitis optica or systematic lupus erythematosus? […]


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