Pension Articles

A round-up of all the latest pension articles from Zurich Ireland.

Articles

Pension Matters: Edition 2

The second edition of Pension Matters, a quarterly market report has been published. Read the full report here. 

How living longer can impact your client’s pension

As life expectancy increases, Eadaoin Murphy, Investment Solutions Analyst at Zurich explains what this mean for your client's pension pot and what actions they take to retire comfortably.

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. 

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.

2023: A year in pensions

2023 was another year which saw considerable changes to the Irish pension landscape with pension providers, financial brokers and clients having to navigate their way through this ever-changing landscape.

Pension Opportunities for Business Owners

Today, despite the many challenges faced by customers because of high inflation and the cost of living rises, many SME businesses have shown remarkable resilience and flourished with the result that they have accumulated cash assets in the company. Good forward thinking business planning means that these same SME owners should look at pension funding opportunities in the most tax efficient manner.

New fund available now - Fixed Term (Series 1)

Available for a limited time, Zurich Life is delighted to announce the launch of a new fund, Fixed Term (Series 1), to complement our suite of existing lower risk options.

IORP II deadline for Group DC pension schemes - time is of the essence

At Zurich, we’ve learned a lot about the impact of the Institutions for Occupational Retirement Provision (IORP) II on pensions over the past 24 months.

Action needed on Group DC Schemes

We will shortly be writing to employers and we want to keep you fully informed of our actions.

Action needed on Executive Pension Plans/One Member Arrangements

To meet with the new IORP II requirements, these arrangements must be wound up and their assets transferred to either the Zurich Master Trust (ZMT) or another suitable arrangement within a very tight timeframe.

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