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Broker News

A round up of the latest news, views, commentary and analysis on the insurance, pensions and investment industry.

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It’s been 25 years since Approved Retirement Funds (ARFs) were introduced, undoubtedly a significant event in the retirement landscape of the country. Launched way back in 1999, the ARF allows your clients to preserve, manage, and control their retirement savings – something that simply wasn’t available with the more traditional annuity.

In our experience, company directors will often prioritise the growth of their business in their earlier years of work and only later focus on retirement planning when their business is established and has excess profits above the day-to-day running costs.
US stocks rallied on Monday following indications from US President Trump that tariffs may be more targeted than anticipated. However, just when there were hopes that the US market was beginning to regain its old moxie, weak consumer confidence readings released on Tuesday hampered the mood. 
In our latest Zurich Recommends webinar we look at the Retirement Drawdown Calculator. Patrick Jordan recently caught up with Nathan Dunne who showed me how useful this tool can be when discussing the retirement options available. 

February, the shortest month of the year, felt extended due to the market volatility seen, writes Richard Temperley.

The latest Financial Broker newsletter has been published.
Last week marked the one-month anniversary of Donald Trump’s inauguration as US President. So much has occurred since then that readers could be forgiven for thinking it’s been longer. So let's take a look at what impact it's having on investment funds.

From Trump tariffs to concerns around the technology sector with the emergence of Chinese AI company DeepSeek, investors searched for safety in government bonds and commodities, writes Richard Temperley.

We are thrilled to announce the launch of email login instructions for our Client Centre, designed to streamline and enhance your clients' experience with Zurich.

Last week we launched our Enhanced Financial Planning Report, previously known as the Pre-Sales Report. Available on the homepage of our secure site, this automated report takes only a matter of minutes to create, is branded with your logo, and can be personalised to suit your clients' needs.

Time waits for no one, and at Zurich, we embrace this belief wholeheartedly. While January is often seen as a 'slow' month for many, we choose to hit the ground running, igniting enthusiasm and motivation for the year ahead.

Another week and another tariff announcement. On Monday, Trump said he would be reinstating the 25% levy on steel imports from his first term and increasing tariffs on aluminium imports to 25%, writes Ian Slattery.