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

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When can bad news be good news?

Markets move higher amid rate rises

US equities posted further gains last week, finishing the week up 2.1% in euro terms, writes Ian Slattery. 

Financial Health Check launched

Our new Financial Health Check prospecting tool and customer report, exclusively available for use by Financial Brokers and Advisors, has launched.

January 2023 Financial Broker Newsletter

The latest Financial Broker newsletter has been published. Read the full newsletter here

The Finance Act 2022 - Employer Contributions to PRSA’s

The Finance Act 2022 was enacted on 15 December 2022. Amongst other changes to pensions, the Act confirmed that the Benefit in Kind for an employee.

Zurich’s Ulster Bank accounts closing 10th February

Important: Zurich’s Ulster Bank accounts are closing on 10th February.

Choppy trading as markets shift focus

Last week saw somewhat of a variable week for equities as several indicators proved to shift investor sentiment. US stocks lost -0.6% last week in euro terms, writes Ian Slattery. 

Cooling energy prices boosts stocks

US equities ended a stellar week of gains last Friday, up 2.0% in euro terms. Much of the optimism resulted from a lower-than-expected inflation figure for December, writes Ian Slattery. 

Pivotal year ahead: Investment Outlook 2023

As we look forward to 2023, we maintain a preference for equities over other asset classes. The prevailing market consensus is that inflation has now peaked, and that rates will therefore peak by the middle of 2023.

Reminder: Our banking partner is changing

As we approach the 2022 year-end tax deadline for company pensions, many customers are sending payments to Zurich via EFT. As Zurich’s Ulster Bank accounts will be closing early in the new year it is important to use our new Bank account details on payments submitted.

2022 - The year in pensions

There was a huge amount of Pension change over the course of the year and we thought that as we near the end of the year, it would be a good time to do a recap on it before we move into 2023.

December 2022 monthly investment review

Equities enjoyed a positive November, marking back-to-back monthly gains for the first time in 2022. Markets were buoyed by a growing consensus that inflation has peaked in the US, and this will subsequently lead to a more dovish approach from the Federal Reserve, writes Ian Slattery.

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