Broker News

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

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Mortgage protection insurance for cancer survivors

Zurich implement the code of practice for underwriting mortgage protection Insurance for cancer survivors.

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.

Stocks rally on cooler data

Last week saw US equities rally as interest rate expectations eased and the labour market appeared to cool, writes Ian Slattery. 

October 2023 Financial Broker Newsletter

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

ECB leaves key interest rate unchanged

Last week saw US stocks finish lower for the second week in a row as bond yields moved higher and investor sentiment declined, writes Ian Slattery. 

Zurich’s Prisma Funds - celebrating 10 years of delivering for investors

When the Prisma multi-asset fund range was launched in 2013, the goal was to simplify a complex investment process and enable investors to make informed decisions as to where to invest their money.

Markets falter amidst rate concerns and geopolitical risk

Last week saw markets decline as a combination of forces affected investor sentiment. As the situation in the Middle East deteriorates, millions of lives have been put at risk. Globally, concern has risen as a result, writes Ian Slattery. 

October 2023 monthly investment news

September saw equity markets retreat from their recent highs as bond yields rose and central banks maintained somewhat of a hawkish stance, writes Richard Temperley.

Stocks post gains in mixed week

US stocks ended the week up 0.2% in euro terms as Q3 earnings season kicked off. Large banks such as JP Morgan Chase, Wells Fargo and Citigroup all surprised to the upside upon release of their quarterly earnings reports, writes Ian Slattery. 

Budget 2024

Minister for Finance, Michael McGrath TD and Minister for Public Expenditure, National Development Plan Delivery and Reform Paschal Donohoe TD, delivered the Budget for 2024 to the Dáil.

Revenue myAccount - Important information for PAYE customers

This is the first year that Revenue myAccount require PAYE customers to upload their pension certificate as part of the “filing” of their tax return in advance of the tax deadline to enable the customer to claim tax relief on a pension contribution.

Equities slip on subsiding ‘soft landing’ expectations

Equities slipped once again last week as the ‘soft landing’ narrative was challenged in the face of some weak economic data, writes Ian Slattery. 
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