Broker News

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

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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. 

Three reasons why talking about death shouldn’t be spooky

Death and the need for life insurance isn’t always an easy topic to bring up with a client. When making a financial plan they will often prefer to focus on more tangible, positive things like buying a home, saving for their kids’ college education, or planning for retirement.

Ensure you are using latest application forms

When submitting offline business (Paper/PDF completed and emailed to Zurich) it's really important you're using the most up-to-date version of our application forms.

Protection Insider - All about Income Protection

In this edition of Protection Insider we take a look at Zurich’s claims experience, how to have a conversation with clients about income protection and explain why income protection is especially important for self-employed customers.

Contacting Zurich via email

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. 

Markets lower as US rates to be higher for longer

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.  

September 2023 monthly investment news

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.

Markets take latest ECB hike in their stride

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. 

Tax saving opportunities 2023

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.

TechTalk - The real standard fund threshold

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.
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