Broker News

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

Filter by category

Follow us on

TechTalk – Tax consequences on death of an ARF, AMRF or Vested PRSA holder

In this issue of TechTalk, we look at the treatment of Approved Retirement Funds (ARFs), Approved Minimum Retirement Funds (AMRF’s) and Vested PRSA’s on death and in particular examine the tax consequences on payments made as a result.

Zurich launch ‘signature free’ Online Apply for Regular Savings

Zurich have launched the latest version of our innovative OnlineApply application system with a focus on regular savings. This latest iteration of our OnlineApply system includes a ‘signature free’ sign up facility. 

The impact of temporary layoffs and redundancies on pensions

Gerard Tyrrell, Pensions Technical Support Assistant at Zurich, examines the impact of temporary layoffs and redundancies in the context of occupational pension schemes.

The effect of market volatility on fund risk ratings

The first quarter of 2020 saw extreme asset price volatility across all asset classes. The effect of this extreme volatility has seen a change in risk ratings for a number of funds across the Zurich range, including some of the Prisma multi-asset funds.

Markets grapple with lockdown balancing act

Equities saw choppy trading last week before finishing the week lower as a number of key officials tempered optimism, writes Ian Slattery.

Protection Reinstatement Clause – Enhanced Flexibility

Ensuring customers are able to maintain their protection in place is more important now than ever. Zurich’s Reinstatement Clause has been a valuable benefit on Protection products for as long as we can remember for more information, see below.

The Mike Murphy Senior Times Podcast: Episode 2

Zurich is proud to support Senior Times magazine’s podcast series where broadcasting legend Mike Murphy interviews prominent Irish figures. In the second episode, Mike talks to businessman Denis O'Brien.

US stocks finish out best month since 1987

A mixed week for equities and the stark economic reality of the virus continued to be evident in GDP growth, while US-China tension were apparent. Ian Slattery reports.

Episode 37: Active investment in times of market volatility

As active investment managers, Zurich Investments take advantage of opportunities by utilising a disciplined and flexible approach, ready to react to shorter term fluctuations.In this latest podcast, David Warren and Ian Slattery discuss active investment in times of market volatility.

 

Editable claim forms

Today, we attach editable versions of our most used claim forms.

Negative oil, record stimulus, and earnings take centre stage

Equities were choppy last week, as the first negative oil price in history unsettled investors early in the week, writes Ian Slattery.

Working from home Webinar Series

Our Working from home webinar series continues next Thursday. Next up on our list is Pensions.
Previous
Next