We are delighted to announce that the Zurich Master Trust – Executive Pension launches early next week.
This new option has been designed to give you a first class, IORP II compliant solution to the challenge of retirement funding for your SME and executive customers. While the Zurich Master Trust was launched in 2021 to provide your corporate customers with group pension solutions, since the closure of the traditional EPP route in July we have been working hard to ensure that the Master Trust could also accept individual business (just like the Executive Pension products we previously offered).
This solution brings together all the strengths and expertise that you expect from Zurich including:
Competitive pricing and commission options
Market leading active investment performance from Zurich Investments
Great investment fund choice and a robust scheme default
Governance expertise with Zurich providing trusteeship via its trustee company
Online access for your customers
We would like to invite you to ourlaunch webinar on Thursday 17 November at 10am where we will go through the detail of the Zurich Master Trust – Executive Pension.
We have a range of flexible options available for you and your customers, your Broker Consultant will be in touch with you over the next few days to discuss these with you.
Great investment fund choice
With the team from Zurich Investments at the helm, you can offer your customers a great choice of market leading multi-asset solutions including the risk-targeted Prisma range, and our ever popular manged funds. We also have a wide range of specialist equity, bond and commodity funds, from both Zurich Investments and internationally recognised fund providers.
Governance expertise from Zurich
A key benefit of an Executive Pension within the Zurich Master Trust is that all trustee and IORP II responsibilities are carried out by Zurich, who have a long established reputation of providing trustee services.
Make sure to join us next week for our launch webinar where we will delve more deeply into our new solution. If you have any questions that you would like us to cover, please speak to your Zurich Broker Consultant or simply reply to this email.
Ronan O'Neill Head of Retail & Corporate Marketing
Zurich Life Assurance plc Zurich House, Frascati Road, Blackrock, Co. Dublin, Ireland. Telephone: 01 283 1301 Fax: 01 283 1578 Website: www.zurich.ie Zurich Life Assurance plc is regulated by the Central Bank of Ireland.
