Broker News

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

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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. 

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. 
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