Zurich staff on course for qualification targets

The provider’s intermediary sales director said it was important for the company’s staff to “speak the same language” as financial advisers.

He said that almost all of its adviser-facing staff had now reached the minimum qualification level required by advisers, while five members had achieved chartered status.

Mr Howells said Zurich’s telephone-based sales team was also “well on the way to making the grade” with almost two-thirds of the 40-plus workforce having completed their R01 and R05 modules.

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He said: “Ultimately this work is about our commitment to advisers and making it as simple as possible for them to do business with us.

“It is crucial to speak the same language as them so that we can fully understand their needs. In turn we hope this helps them deliver the best possible service to our customers.”

Keith Richards, chief executive of the Personal Finance Society, said: “The financial planning community has raised the bar in terms of professionalism in the past year and it is encouraging that providers are striving to emulate these high standards.”


Last month Hertfordshire-based chartered financial planner Filip Slipaczek asked the government to explain why the RDR requirement for better qualifications had not been extended to the banking sector before the Co-operative Bank appointed the former chairman Paul Flowers.

He said: “What Zurich is doing is welcome but the regulator should also look at the banks. Why was a person with no qualifications, such as Mr Flowers, allowed to become its chairman?”