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Zurich set to launch latest RDR study aid

10 August 2012. As the deadline for RDR moves closer, Zurich is launching its latest study aid for financial advisers.

Available from August 17th, advisers studying for the Financial Planning diploma will be able to download the latest RO6 Financial Planning case studies from to help them with their preparation for the next examination sitting on 24 August 2012.

The case study is free of charge to advisers and provides a detailed analysis of the factfind, taking advisers through the process with a series of easy to follow steps.

The RO6 Diploma module is designed to test the suitability of financial planning advice given by advisers and is one of the core subject requirements under the RDR framework.

Richard Howells, Intermediary Sales Director said “We’ve had some great feedback from advisers about the quality of the study materials and are delighted that they’ve proved so popular with advisers.  For those advisers with exams still to take the zurich4qualifications website provides advisers some practical support to help them become RDR compliant as we move closer to the RDR deadline.”

In addition to this latest case study material, advisers can also access a host other qualifications support through the Zurich microsite, including audio guides for the RO2, RO3, RO4 and RO5 examinations and revision guides.

For more information visit

Media information:
For further information, please contact:
Sara Lister, Senior Media Relations Manager, Zurich
T: 01793 503810 E:

Notes to Editors:
Zurich Insurance Group (Zurich) is a leading multi-line insurance provider with a global network of subsidiaries and offices in Europe, North America, Latin America, Asia-Pacific and the Middle East as well as other markets. It offers a wide range of general insurance and life insurance products and services for individuals, small businesses, mid-sized and large companies as well as multinational corporations.
Zurich employs about 60,000 people serving customers in more than 170 countries.

The Group, formerly known as Zurich Financial Services Group, is headquartered in Zurich, Switzerland, where it was founded in 1872. The holding company, Zurich Insurance Group Ltd (ZURN), is listed on the SIX Swiss Exchange and has a level I American Depositary Receipt program which is traded over-the-counter on OTCQX. Further information about Zurich is available at

Zurich’s UK Life business employs approximately 1300 staff in 15 locations and offers a range of personal protection, pensions and investment policies available through financial intermediaries.  Zurich UK life also provides protection and pensions policies for the corporate market available through employee benefit consultants.

Zurich’s UK Life business is operated primarily through two entities: Zurich Assurance Ltd and Sterling ISA Managers Ltd.  Both entities have their registered office at the UK Life Centre, Station Road, Swindon, SN1 1EL and are regulated by the Financial Services Authority.


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Zurich Insurance plc, a public limited company incorporated in Ireland. Registration No. 13460.Registered Office: Zurich House, Ballsbridge Park, Dublin 4, Ireland. UK Branch registered in England and Wales Registration No. BR7985. UK Branch Head Office: The Zurich Centre, 3000 Parkway, Whiteley, Fareham, Hampshire PO15 7JZ. Zurich Insurance plc is authorised by the Central Bank of Ireland and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request. These details can be checked on the FCA’s Financial Services Register via their website or by contacting them on 0800 111 6768. Our FCA Firm Reference Number is 203093.

Zurich Assurance Ltd, authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England and Wales under company number 02456671. Registered office: Tri Centre One, New Bridge Square, Swindon, SN1 1HN.