May 2024 Broker Newsletter

This month we explore the topic of enhanced transfer values - delving into the advantages, risks, and considerations associated with this option, providing valuable information for both you and your clients. We are also proud to launch a new fund rebalancing strategy on Approved Retirement Funds (ARFs). Discover how this innovative approach can help investors optimise their portfolios and navigate market fluctuations effectively.

With June just around the corner and this month being associated with Pride, we take a moment to celebrate Zurich's partnership with Pride Dublin through the years. As we embrace the spirit of inclusivity and celebrate diversity, we reflect on the milestones achieved, the positive impact made, and the ongoing commitment to supporting the LGBTQ+ community.

Click here to read the newsletter.