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Financial Broker Newsletter
September 2022

 

With Pension Season now under way, we are building to a very busy end of the year.

 

When we look back at September, it was an exciting time - we officially opened our new HQ office building in the heart of Blackrock, we kicked off our new pensions campaign, and we launched our Signature Free OnlineApply for Personal Pensions.  

 

As we move into October, continuing to support Financial Brokers remains top of the agenda. We hope you can make it to one of our upcoming in-person events in Cork, Dublin or Limerick where we’ll have an engaging mix of content and speakers for you.

 

As always, if you have any questions regarding any of the topics in this newsletter please do not hesitate to contact your Zurich Broker Consultant.

 

 
Our new environment focuses on sustainability
 

We were delighted to welcome the Taoiseach Micheál Martin who officially opened Zurich House, our new Gold LEED Certified office building in the heart of Blackrock, County Dublin.

 
Learn more
 
 
New Signature Free Personal Pensions from Zurich
 

The latest addition of our Signature Free ‘OnlineApply’ offering has launched – Single Premium Personal Pensions, including transfers from other life offices.

 

Earn an additional €100 for new clients submitted online!

 
Find out more
 
 
Zurich Pensions Campaign
 

Our latest Pensions advertising campaign went live on September 12th. Watch and listen out for our nationwide campaign on radio, digital and press.

 

The aim of the campaign is to encourage people to take a small action for their future and to contact a financial broker about starting or topping up their pension. 

 
Learn more
 
 
Cut off dates for final 2022 payments
 

Please ensure you read the below cut of dates for final 2022 payments out. These dates are extremely important for ARF and Annuity customers. 

 
View cut off dates
 
 
Tax Saving Opportunities 2022
 

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. 

 
Download sales aids
 
 
The regulatory landscape for sustainable investments
 

This guide gives an overview of the regulatory landscape and includes information on the objectives of the various pieces of regulation, definitions for the terms used, and also some information on what may come in the future.

 
Download PDF guide
 
 
Latest investment podcast
 

In this investment podcast recorded on September 8th 2022, we speak about key market events in the month of August and Zurich Investments current positioning and outlook. We also take a look at inflation and how this can affect consumers and investors. All the information contained in this podcast was accurate at the time of recording.

 
Listen to podcast
 
 
Budget 2023
 

On September 27th, Paschal Donohoe TD (Minister for Finance) and Michael McGrath TD (Minister for Public Expenditure and Reform) delivered the Budget for 2023 to the Dáil.

 
Find out more
 
 
Protection Promotions Extended until 31 October
 

All our current protection promotions have been extended to 31 October. Click below to find out more. 

 
Terms and Conditions
 
Ronan O'Neill
Head of Retail & Corporate Marketing

ronan.oneill@zurich.com

Zurich Life Assurance plc
Zurich House, Frascati Road, Blackrock, Co. Dublin, A94 X9Y3, Ireland.
Telephone: 01 283 1301 Fax: 01 283 1578
Website: www.zurich.ie
Zurich Life Assurance plc is regulated by the Central Bank of Ireland.

                              
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