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Zurich offers review help

Zurich has set up a pension help-point to assist advisers changing their clients’ plans.

The launch, which is the next step in Zurich’s reviewing pensions fairly campaign, aims to make it easier for advisers who want to change a client’s pension plan following a review.

The phone service offers a point of contact for those advisers who need updates or assistance throughout the transfer or new business process.

Pensions management director Dave Lowe says: “Recent FSA publications only go to show how many factors need to be considered when reviewing pensions. We are determined to help advisers through this process and encourage more reviews to be completed.

“We will deal with the transferring scheme if they would like us to, chase up any outstanding information and notify the adviser of any problems. A transfer can take months and we will pursue it every step of the way.”


Switching syndrome

I was very interested in Paul Beard’s problems in doing a switch within the Pru and then it taking a long time.

Armstrong Investment Management comes to market

Patrick Armstrong and Ana Cukic Armstrong, formerly co-heads of Insight’s multi-asset desk, have launched their own firm. The duo say Armstrong Investment Management (AIM) is intended to sit between the traditional and alternative fund space, and will serve the pensions and wealth management markets. The firm will manage assets on a customised and pooled fund […]

Phoenix in row over renewal cash

An adviser has hit out at Pearl owned-Phoenix, claiming the firm has stopped paying renewal commission on a client’s Scottish Mutual policy and tried to deal with them direct.

Investec launches hedged share class for US fund

Investec Asset Management has launched a hedged share class for its American fund to remove currency fluctuation risk for British investors. It will hedge dollar exposure back into sterling, protecting them from any falls in the exchange rate.Dalton Strategic Partnership launched a similar share class for its Melchior North American Opportunities fund in 2006. In […]


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