Broker News

In today's TechTalk we discuss Personal Pension Term Insurance. 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.

Over the last decade we’ve seen a growing focus across the insurance world of companies developing and enhancing their serious illness protection propositions. While you’ll often hear the claim that ‘it’s not about the number of conditions’, sometimes the evidence goes against this.

The Secure Fund will no longer be available after 13 August 2021. 

Markets moved higher last week, in a shortened trading period given global bank holidays, writes Ian Slattery.

As you are no doubt aware, in late April it was announced that the EU Occupational Pension Schemes Regulations 2021 had been signed, thereby transposing the IORP II Directive into Irish Law. These new regulations make significant changes to the Pensions Act by inserting the terms of IORP II directly into the Pensions Act in Ireland.

Our latest update to the client report includes a new historical values graph. This graph, on page six is entitled ‘How am I doing?’. It shows the client how their investment has performed since the inception of the policy. This new graph demonstrates the importance of long term investing and making your money work for you.