Broker News
A round up of the latest news, views, commentary and analysis on the insurance, pensions and investment industry.
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On October 12th, Paschal Donohoe and Michael McGrath delivered the Budget for 2022 to the Dáil. Here's what you need to know:
Maximising pension contributions can be a very effective way to help your clients save for the retirement they deserve. With this in mind we've put together three targeted sales aids to help you discuss the options available.
Since the introduction of PAYE Modernisation in January 2019, Revenue have very strict reporting rules for payments made under the PAYE System. For that reason we cannot allow for exceptional payments outside of the scheduled payroll runs.
As September is our busiest time of year, here is a quick guide to sending us EFT payments. We've also created two handy templates to make topping up that bit easier!
Stocks fell for only the second month in 2021 as fears in relation to inflation and interest rates roiled equity and bond markets. A rally late on Friday reduced the losses but growth stocks underperformed, with energy the only sector to notch gains for the week, writes Ian Slattery.
Today, we are delighted to announce that Zurich in Ireland has taken another step forward in supporting UNICEF’s call for fair and equitable vaccines globally by becoming a Lead Member in the UNICEF Corporate Vaccine Alliance.
David Walls, Head of Retail Investment Sales explains why we believe that the funds your client is invested in should be the bedrock of their pension, savings plan or investment bond.
Mixed week for equities with policymakers to the fore, writes Ian Slattery
As we move into the busiest time of year for us all we'd like to share some of our newest brochures and sales aids to help you throughout pension season!
Personal Pension Term Insurance is available to those who are self employed and taxed under Schedule D (Case I or II) or those in non-pensionable employment which is an employment that is not linked to an occupational or statutory scheme and taxed under Schedule E.
Stocks suffered last week as the overall market fell in a week of choppy trading, writes Ian Slattery.
We are excited to announce that our ‘Small Actions’ pension campaign is now live. Watch and listen out for the campaign which commences nationwide this week and runs until 7th November.