Zurich Retirement Essentials: All you need to know

Presented by

The Retirement Team from Zurich

About this talk

Up next as part of our Pension Season schedule is our Retirement Essentials webinar. Join us for an in-depth, practical session focussing on everything you need to know to ensure a smooth pension season. This practical session is definitely not one to be missed – and is recommended for Financial Brokers and Administrators. We'll have experts giving you all the hints & tips you’ll need, covering areas such as: New Business - How to set up a policy, from input to issue Payroll - Information on payments taxable through the PAYE system, tax credits and the all-important cut off dates for final payments Maturing a Pension with Zurich - Ensuring a smooth transition into retirement OnlineApply - Utilising OnlineApply this Pension Season

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