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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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TechTalk Enhanced Transfer Values from Defined Benefit Schemes

Defined Benefit (DB) schemes regularly review how to manage their future liabilities and one exercise that many will undertake is to offer deferred members an ETV (Enhanced Transfer Value). This amounts to their Standard Transfer Value based on their future pension entitlement under the scheme plus an additional incentive. This is normally offered for a limited period and many schemes will require members to obtain financial advice from an advisor appointed by the scheme before allowing them to accept.

ARF fund rebalancing and updated application form now available

We are delighted to announce an enhancement to our Approved Retirement Fund (ARF) - the introduction of a fund rebalancing strategy. 

Stocks rally on cooler labour market

Last week saw US equity markets close out Friday in positive territory despite volatile trading. Early in the week, negative economic data releases pushed stocks downward, with inflation being the primary concern for investors, writes Ian Slattery. 

Principles for investing in retirement

If your clients are reaching the stage where they are approaching retirement it’s a good idea for them to take some time with a financial broker or advisor to review and refine their strategy before choosing an appropriate solution for their retirement needs, writes Eadaoin Murphy, Investment Solutions Analyst at Zurich.

April 2024 Financial Broker Newsletter

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

Corporate earnings surprise to the upside

Friday saw US stocks break their three-week long losing streak as a slew of Q1 earnings reports were released, writes Ian Slattery. 

Zurich employees volunteer help to ‘free the trees’ at Fernhill Park

Zurich employees support tree growth and sustainability in Fernhill Park by helping to remove plastic tree guards at Fernhill Park in Stepaside, Dublin.

April 2024 monthly investment news

March was another strong month for equities with global stocks up 3.42% for the month in euro terms. This followed a positive February as investors continue to price in the likelihood of future interest rate cuts from global central banks, writes Richard Temperley.

Stocks slide lower as Fed rolls back rate cut expectations

US Stocks ended the week in negative territory for the third time in a row on Friday, as higher-for-longer interest rate expectations continued to weigh on investors, writes Ian Slattery.

TechTalk: Recent changes for PRSAs and State Pensions

In this edition of TechTalk we look at changes to the PRSA (Personal Retirement Savings Account) contract, changes to the State Pension (Contributory) and how these changes may have an impact on payments from your clients Vested-PRSAs and ARFs (Approved Retirement Funds).

Hot inflation print sees equities slow

Last week saw US stocks retreat from recent highs as a higher inflation reading caused many investors to pare back their interest rate cut expectations, writes Ian Slattery.

March 2024 Financial Broker Newsletter

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