The most recent increase in the State Pension (Contributory) that came into effect in March of this year, means that those in receipt of the maximum rate of this payment (€248.30 per week) will have an annual guaranteed income which is in excess of the Revenue’s definition of specified guaranteed income (€12,700).

As a result, future retiree’s that have reached State Pension Age (currently age 66) and are in receipt of the maximum rate of State Pension (Contributory), will no longer be required to purchase an Approved Minimum Retirement Fund (AMRF). Should those individuals choose the “ARF” option, then all residual funds they have after taking their pension lump sum can be used to buy an Approved Retirement Fund (ARF).

For more information on the impacts of this increase please read our full TechTalk below.

Rise in the number of families planning to save in response to cost-of-living pressures
 
 

Zurich’s annual ‘Cost of Education’ survey shows families now more likely than last year to start a savings fund.
 
 
 
Register now for our annual Retirement Conferences
 
 

We are delighted to invite you to our annual Zurich Retirement Conferences in Dublin, Cork, and Limerick. As always, they promise to be engaging, informative, and insightful events, certainly not to be missed. Registrations are open and places are limited, so make sure to book your place now.   
 
 
 
Protection Promotions extended until 31 December 2023 without maximum premium
 
 

We have some good news about our protection promotions. Not only have they been extended until 31 December, we have also removed the maximum premium restrictions which were previously applied to our protection discounts. 

 
 
 
 
Investment Bond Webinar
 
 

Watch the playback of our recent investment webinar where the team at Zurich discuss the options with regard to your clients lump sum savings and why we think they should consider an Investment Bond.

 

Please note CPD does not apply when viewing the playback. 
 
 
 
Personal Pension Data Capture - Update
 
 

We’ve made a small update to the Personal Pension Data capture form. Pension eligibility questions have been added to the bottom of page 2. Please ensure you are using the updated PDF available on Zurichbroker.ie
 
 
 
Signature Free Investment Bond - Now Available
 
 

You no longer need to spend time printing, signing, and scanning application forms - or worrying about messy email threads and misinterpreted handwriting. Your customer digitally verifies the application and you’ll see it on your pipeline the very same day.
 
 
 
Signature Free - New Approval Video and New 'Approval History'
 
 

There is now a new section on the dashboard to show you the Approval History of your client's application. This is now available for all Signature Free Products. You can now also share this short video to help guide customers smoothly through the application approval process. 
 
 
 
Updated PDC - Advice and Standard PRSA
 
 

Our PRSA Preliminary Disclosure Certificates have been updated to add the Fixed Term Fund description to the list of available funds. You can download the latest versions below. 
 
 
 
Zurich Portrait Prize Shortlist 2023
 
 

We are delighted to reveal the shortlist for this year's Zurich Portrait Prize. 26 artists, working across a variety of media, have made it through to the final stage of the competition.