Bellpenny, nationwide provider of financial planning and wealth management, launched an RDR-ready range of savings and investment solutions in late 2012, and has selected Zurich as its lead integrated platform provider following a due diligence process.
This included rigorous research to ensure that its Financial Planners will be equipped with efficient user-friendly technology enabling them to provide high quality service and value to customers.
Bellpenny was keen to work with a provider that could offer comprehensive and ongoing adviser support.
Kevin Ronaldson, Chief Executive of Bellpenny said:
“Zurich’s platform gives our Financial Planners everything we’re looking for in terms of product choice, ease of use and ability to integrate easily with existing technology. The support we have received so far has been excellent. Zurich has shown us that it is committed to listening to adviser feedback and building this into its solutions for them.
“We are confident that the platform will add real value to our advice model, helping to ensure that we’re able to offer a first rate service to our customers.”
Richard Howells, UK Intermediary Sales Director added:
“We are delighted at being chosen as one of Bellpenny’s leading fully integrated platform providers and our focus now is to ensure their Financial Planners are given continued support.
“The pressure to demonstrate true value to clients has never been stronger and having the right technology to deliver this is crucial. Zurich is well placed to provide strength and support to advisers with a commitment to ongoing investment and the Intermediary market as a whole. ”
