Introducing more choice for Workplace Savings
"Following the announcement (PDF, 666KB) in October 2017, of our acquisition of Zurich's UK Corporate Savings Business, I'm pleased to confirm that the first stage of this has now completed successfully and I can share details of our expanded workplace savings proposition."
Jackie Leiper, Distribution Director
The enhancements to our product suite include:
Group Self Invested Personal Pension
Occupational Money Purchase
Stocks and Shares ISA
General Investment Account
Investment Only Solutions
The addition of these products has expanded our award winning workplace savings proposition to offer broader, more flexible solutions to help meet your client’s needs. The acquisition also gives us a workplace pensions and savings platform with leading functionality and flexible investment capabilities that will enable advisers to create bespoke client investments and access assets not previously available through us. This accelerates our strategy to become a market-leading UK pensions and saving business.
These additions are further evidence of how we’re reshaping our business to focus on our strategic priorities; including enhancing our commitment to both the intermediary market and workplace savings by giving access to an increased range of trust and contract-based defined contribution solutions, as well as capitalising on our specialist employer support material.
The complementary nature of our propositions will allow us to focus on our expertise across the whole workplace savings arena and our support for employers in meeting scheme objectives and promoting financial wellness through our engagement support and marketing consultancy. Both are key components in our continued Group commitment to Helping Britain Prosper.”