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In this investment podcast recorded on August 10th 2022, we speak about recent market movements and Zurich Investments current positioning and outlook. This month our fund in focus is Prisma 2, which is part of the Prisma multi-asset fund range and is available on Zurich Pensions, Savings and Investment Bonds. All the information contained in this podcast was accurate at the time of recording.
Zurich’s Risk Profiler tool has been updated to include a sustainability assessment. The Zurich Sustainability Assessment allows you to work with your clients to get a holistic view of their current situation by assessing and understanding their sustainability preferences.
The latest Financial Broker newsletter has been published. Read the full newsletter here.
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).
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.
Earlier this week the Pensions Authority announced significant changes to the rules governing Executive Pension Plans. So what are the implications to these changes?
The latest Financial Broker newsletter has been published. Read the full newsletter here.