Broker News

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

Follow us on

Earlier this year we adopted a new system for managing your email requests/queries. This innovative technology has really helped us manage your requests quickly and efficiently once they are correctly labelled. 
The Federal Reserve kept the key interest rate in the 5.25%-5.50% following their two-day meeting last week, writes Ian Slattery. Whilst the move (or lack thereof) was in line with market expectations the post meeting press conference was seen as relatively hawkish by market participants.  

August saw risk assets retreat as sentiment declined off recent highs with markets trimming the previous gains equities had experienced throughout much of 2023, writes Richard Temperley.

The ECB raised rates by 0.25% on Thursday afternoon, which brought the headline deposit rate to a new historic high of 4.0%, writes Ian Slattery. 

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 targeted sales aids to help you discuss the options available.

The Irish Revenue incentivise pension saving by providing tax relief on contributions and tax-free investment growth on returns made; however, they do impose restrictions on how much you can save using a pension in terms of your contributions and the overall fund you can build.
Equity markets ended the week down as slowing investors revaluated the potential interest rate environment, writes Ian Slattery. 
Last week saw US equities show positive returns after a shaky August, showing their biggest weekly gain in over five weeks, writes Ian Slattery. 
We're delighted to announce the upgrade of our Investment Bond application journey to Signature Free.

Zurich’s annual ‘Cost of Education’ survey shows families now more likely than last year to start a savings fund.

Friday closed out a mixed week for equities as investors digested comments from this year’s Jackson Hole Symposium, writes Ian Slattery. 
Last week saw US equities post their worst performance in several months as investors revaluated the prospects for higher interest rates for longer, due to resilient economic data, writes Ian Slattery.