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