Zurich Retirement Essentials: All you need to know

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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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