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Zurich poaches retail head from Cofunds


Zurich has appointed Cofunds senior key account manager Rose St Louis as its head of new retail distribution.

St Louis will report to UK intermediary sales director Richard Howells. She joins after two years at Cofunds, and previously held roles at SEI Investment and Praemium.

She also spent five years as a financial adviser, before moving to Coutts, where she was a compliance manager.

Her new responsibilities will include looking at how Zurich can broaden its distribution reach.

Zurich UK intermediary sales director Richard Howells says: “Rose will play a key role in helping the business access new ways to do business. Her approach is exactly what we are looking for and she will prove to be a key person for our business”.



Zurich transfers annuity book to Rothesay Life

Zurich UK Life is to transfer its legacy portfolio of £1.2bn of annuities to specialist insurer Rothesay Life for an undisclosed fee. Under part seven transfer rules the transfer, of around 28,000 policies, is subject to a review process by regulators and courts before it can complete. Zurich has not actively promoted annuity sales since […]


Zurich launches target-date funds to meet post-freedoms demand

Zurich is offering pension customers 12 new target-date funds to meet changing appetites ahead of the new freedoms coming into force. The new funds, managed by Threadneedle, are designed to target either cash, an annuity purchase or entering drawdown, aiming for retirement between 2017 and 2026. Target-date funds group investors with similar retirement dates together, […]


Zurich UK life chief joins PFS board

Zurich UK life chief executive Gary Shaughnessy has been appointed to the board of the Personal Finance Society. He replaces Old Mutual Wealth UK managing director Scott Goodsir, who is stepping down from the position after two years. Shaughnessy says: “I am delighted to offer my services to the PFS board and its members at […]

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Dealing with the ticking complaints timebomb

Over the past few years, complaints have become a real concern in the financial services industry. Every year, hundreds of thousands of people take their unresolved complaints to the Financial Ombudsman Service because they are unhappy with the way their original problem has been dealt with. The issue has become particularly critical due to banks […]


Case study: administration — managing group life schemes

Our client leads the global market in high-tech electronics manufacturing and digital media. The trustees of the company’s final salary pension scheme insure death-in-service lump sum and dependants’ pension death benefits for active employees, as well as dependants’ pension benefits for deferred members (those who have left service).


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