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Zurich UK Life – Trustee Investment Plan

Zurich UK Life – Trustee Investment Plan

Update: Regular payment facility added, pricing structure simplified with application of a single fund-based charge across all funds, option to take withdrawals on a regular or occasional basis without early cancellation charge



Mark to market

There are some areas ripe for investment but everything now hinges on how the new Government handles the defict

The end is in sight for age 75 rule

The pension industry has welcomed the new Government’s confirmation that it will end the rules requiring compulsory annuitisation at 75. The pledge, outlined in the coalition policy agreement, reflects promises made in both the Conservatives and Liberal Democrats’ manifestos.The parties have not revealed any details yet but should give more information on how this would […]

Tax avoidance (the fight goes on)

In recent times, we have witnessed high-profile celebrities and sports stars make the headlines for potential tax liabilities on ‘failed’ tax avoidance schemes. We are now used to reading about these individuals, but what about those who advise on such schemes? Read more


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