Following the announcement in early 2017, of continued investment in our ‘Driving Pensions Value’ programme, we were delighted to announce news of our acquisition back in October.
Jackie Leiper, Distribution Director
“The Zurich Corporate Savings proposition offers capabilities that will strengthen and enhance our current offering, both in terms of the product suite and also in relation to the expertise we’ll provide at the larger end of the market.
As well as being able to choose from a broad range of trust and contract-based product solutions, the flexibility of the investment capabilities will enable advisers to create bespoke client investments and access assets not previously available through us.
We are making good progress as we move through the legal and regulatory process of the acquisition. The first phase of this, expected to complete shortly, will see the business assets and Zurich propositions, including Master Trust and Group Self Invested Personal Pension (GSIPP) solutions, transferring to us and being rebranded Scottish Widows. The insurance policies will transfer later. We’re also continuing to evolve our award-winning service proposition so that we’re easy and efficient to do business with and can continue to build and strengthen relationships.
As well as reinforcing our commitment to this market, the greater choice will help us further meet the needs of advisers and our customers, and move us closer towards our goal of becoming a market-leader in this sector.”
We’ve put together some Q&As to answer any questions you may have. However, if you would like to know more, speak to your usual Scottish Widows contact.
Questions and Answers
A summary of key Q&As - March 2018 update.
A summary of key Q&As - November 2017 update.