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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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ARF withdrawals and the State Pension

Although an Approved Retirement Fund’s primary purpose in retirement is to provide a source of income for the retiree, another factor to consider for those that have an ARF is that ARF withdrawals can result in a PRSI record being accrued for the individual which can be very useful for boosting their PRSI credits and accessing state benefits such as the State Pension (Contributory).

Equity markets fall as focus turns to growth concerns

In this investment podcast recorded on July 8th 2022, we speak about recent market movements and Zurich's Investment outlook in relation to the our funds. This month our feature in focus is Autoinvest, which is available on Investment Bond products. All the information contained in this podcast was accurate at the time of recording.

Investors look back at inflation, but forward to economic growth

Wednesday’s US consumer price index print was the big economic release last week, as investors weigh up inflation, interest rates and the subsequent impact on economic growth, writes Ian Slattery. 

Equities higher as data supports slower growth

Stocks markets closed out the week in positive territory as investors wagered central banks will be able to tame inflation without derailing the global economy, writes Ian Slattery. 

Executive Pensions Plans

Earlier this week the Pensions Authority announced significant changes to the rules governing Executive Pension Plans. So what are the implications to these changes?

June 2022 Financial Broker newsletter

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

IORP II - one member arrangements

As you know, in late April 2021 the EU IORP II Directive was transposed into Irish Law making significant changes to the Pensions Act. This blog details these changes. 

The Zurich Client Dashboard

Over the past two years we've completely refreshed our Client Dashboard. Our Dashboard focuses on simplicity and bringing the most important information to the fore.

Fears over economic growth weigh on markets

Stocks fell last week as economic data releases failed to meet expectations, writes Ian Slattery. 

Presales Report Creator

After a client chooses Zurich, the next step involves pulling together your Pre-Sales pack. Our helpful online Pre-sales Report Creator is available for Protection, Pensions, Savings and Investments.

Power2Progress

Coming together for the first time in person, the Power 2 Progress shared learning day in UCD last month, finally gave us a chance to meet some of the fantastic students and teachers from the programme.

US equities enter bear market

Equity markets suffered their worst week since March 2020 as the flagship S&P 500 index slid into a bear market last Monday, before finishing the week 24% off its record high set in the first week of 2022, writes Ian Slattery. 
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