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Irish Pension Guide - Why Save For A Pension?

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.

Zurich launches new Pathway Funds, Client Dashboard, Pension Special Offers and more....

I hope you managed to attend one of our recent nationwide seminars where we launched new developments to Prisma that are designed to make your life easier. We have already received very positive feedback on the new Client Dashboard and the new Pathway Multi-Asset Funds are proving to be very popular with both advisors and clients.


I hope you managed to attend one of our recent nationwide seminars where we launched new developments to Prisma that are designed to make your life easier. We have already received very positive feedback on the new Client Dashboard and the new Pathway Multi-Asset Funds are proving to be very popular with both advisors and clients.


Our new developments were not only designed with you in mind but were directly influenced by the feedback we received throughout 2013. We hope that you are impressed by what we have delivered – but you can rest assured we are already busy working on the next phase! Please keep the feedback coming because it’s your need’s that drives us to deliver.

Kind regards,

Ronan O’Neill
Head of Broker Marketing
Zurich Life

NEW External Funds to provide you with greater choice

When you recommend Zurich Life to your clients, you want to ensure that no matter what the future may hold for investment markets, your clients can have the confidence that they have genuine investment choice.


When you recommend Zurich Life to your clients, you want to ensure that no matter what the future may hold for investment markets, your clients can have the confidence that they have genuine investment choice.

At Zurich Life, we are committed to bringing you a wide ranging choice of investment funds, across different asset classes, from active and passive strategies and from internal and external fund managers.  We have now launched 5 new active funds and 3 new passive funds, with the addition of two new global investment managers, M&G Investments and MFS.

For details on our new external funds, please visit our Fund Centre here.

NEW Pathway Multi-Asset Funds

We are delighted to announce the launch of our Pathway Risk Targeted Multi Asset Funds.  There are five new funds designed to match the ESMA risk bands 2 through to 6. Working in tandem with the Prisma Risk Profiler, the new Pathway Funds can provide your clients with a fully diversified, actively managed investment solution that puts risk and reward centre stage.

For more information and to see the Factsheets for the new range, just click here (link to factsheets)


Protected Funds now added to the Prisma range of funds

We have now added the three Protected Funds (Protected 70, 80 and 90) to the Prisma Platform. Each of the Protected Funds provides investors with varying degrees of protection whilst allowing them access to some for the potential upside from equity markets.

For details on our Protected Funds, please visit our Fund Centre here.


NEW Prisma Client Dashboard to help save you time

Fed up with spending hours preparing for client meetings? Well you are not alone! Frustration as the length of time it takes to prepare for client meeting was one of the key insights we got from Financial Brokers and Advisers. We think our new Client Dashboard will free up your time so you can spend more with clients (rather then preparing for clients!)


Fed up with spending hours preparing for client meetings? Well you are not alone! Frustration as the length of time it takes to prepare for client meeting was one of the key insights we got from Financial Brokers and Advisers. We think our new Client Dashboard will free up your time so you can spend more with clients (rather then preparing for clients!)

The Client Dashboard provides you and your client with a holistic overview of all Pension, Savings & Investments and Protection policies currently held with Zurich Life. Not only that, we have also fully integrated the Prisma Platform financial planning tools directly into the Client Centre so that you can automatically risk rate a client’s existing portfolio, work out their attitude to risk, build a bespoke investment solutions or even just plan the retirement income they will need .

Just click here to start using the Client Dashboard for yourself.

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