Zurich UK has launched a Private Client Service aimed at supporting advisers working with ultra high-net-worth (UHNW) clients.\u00a0<\/p>\n
The service provides dedicated teams for cases with premiums over \u00a31,000 a month or \u00a312,000 a year, and life cover up to \u00a35m, critical illness cover up to \u00a31.5m and income protection up to \u00a3150,000 a year.\u00a0<\/p>\n
Clients will have access to fast-tracked medical screening and private clinics, as well as a dedicated customer services team.<\/p>\n
To support the launch, Zurich has rolled out a new website hub and technical guide for advisers, along with three new calculators to help with estate planning and life insurance conversations.\u00a0<\/p>\n
These tools include a Gift Inter Vivos Calculator, a Rysaffe Planning Calculator and a refreshed Whole of Life Calculator.<\/p>\n
Dave Howell, private client underwriting manager at Zurich UK, said: \u201cAt Zurich, our focus continues to be on the delivery of swift informed underwriting decisions.\u00a0<\/p>\n
\u201cWe consistently deliver exceptional service by combining our specialist insight with a collaborative, customer focused approach giving advisers the clarity, confidence and responsiveness they need to support their clients.\u201d<\/p>\n
Andy Roberts, head of specialist propositions at Zurich UK, said: \u201cBy 2031, the OBR expects around 14% of all Inheritance Tax (IHT) receipts to be as a result of the latest government reforms.\u00a0<\/p>\n
\u201cAs long-standing reliefs are scaled back and pensions are brought into the IHT net, families will have fewer ways to manage their exposure.\u00a0<\/p>\n
\u201cThis shift is driving increased interest in the role of life insurance can play in estate planning as it offers certainty and provides a faster solution for executors to settle IHT bills.\u201d<\/p>\n
Zurich\u2019s new calculators are designed to help advisers work out the right level of cover and structure policies to reduce IHT charges and demonstrate the value of whole of life cover to clients.\u00a0<\/p>\n
Roberts added: \u201cZurich is proud of its strong reputation in the market as experts in both wealth protection and HNW.\u00a0<\/p>\n
\u201cThe developments announced to our proposition today will continue to enhance how we can support advisers and their clients.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Zurich UK has launched a Private Client Service aimed at supporting advisers working with ultra high-net-worth (UHNW) clients.\u00a0…\n","protected":false},"author":2,"featured_media":52433,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[128],"tags":[9683,29697,51,219],"class_list":{"0":"post-52432","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-zurich-insurance","8":"tag-protection","9":"tag-uhnws","10":"tag-zurich","11":"tag-zurich-insurance"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116439645214270853","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/52432","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=52432"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/52432\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/52433"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=52432"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=52432"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=52432"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}