New signature free personal pensions from Zurich

We’re delighted to announce the latest addition to our Signature Free ‘OnlineApply’ offering – Single Premium Personal Pensions, including transfers from other life offices.

Built on the same platform as our signature free Savings and Income Protection products, this is a quick, easy, and innovative way to submit business to Zurich. Ideally suited to the new modern way of working, the application can be completed online from start to finish without the need to meet your client in person.

New: For policies expecting a transfer - once your client approves the application form, the willing and able letter is automatically available in your pipeline under the correspondence tab.

Top-ups can be submitted using the new system or you can continue to complete the single premium top up template.

New Regular Premium Applications with a Single Premium attaching: Please continue to use the regular online application process i.e Completing and uploading the Personal Declaration as before.

Find out more about OnlineApply here. 

Earn an additional €100 for new clients submitted online

For every new policy that you submit through the new Signature Free OnlineApply, we will reward you with an additional €100 bonus payment based on the terms and conditions below. Note:  New customers only. A minimum premium of €5,000 applies.The bonus payment does not apply on top ups to an existing policy.

Terms and Conditions here. 

Financial advisor guide

We've put together a simple guide to submitting a Personal Pension online using our new signature free technology.

View Broker Guide here. 

Data capture

As you know, capturing your clients data before you begin the online application is essential. How you collect the relevant details is up to you, but we've put together a simple data capture form that you can use. Note - this does not need to be uploaded/sent  to Zurich.

Data Capture form is available here.

New Auto generated Willing and Able letters

Once your client approves the application form, the willing and able letter is automatically available in your pipeline under the correspondence tab. If you would like to issue the willing and able letter to the transferring life office in addition to transfer request forms, feel free to download a copy of the willing and able here.

You can find the Willing and Able letter here.

Client application approval

Most clients will find the process of approving the application intuitive. However, for any client  who might need some guidance, we've put together the attached flyer including screenshots.

Download client approval steps.

If you have any questions, or if you need assistance with an application please reach out to your Broker Consultant who would be more than happy to assist.