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Financial Broker Newsletter
April 2023

April saw the launch of our 'Trust Excellence' advertising campaign which focuses on promoting corporate pensions and the benefits of a Master Trust for employers and their staff. The campaign went live on 11 April and is running for six weeks across: press, digital channels and social media. More information on the Zurich Master Trust offering is available on our corporate pensions website. 

 

We were delighted to see so many of you attend the Zurich Broker Academy sessions in April. The Academy has been running for over five years to provide support and training as part of our ongoing strategy of helping Financial Brokers to develop their business. 

 

In this month's newsletter you can learn more about our underwriting process, listen to the latest investment podcast, read about the implications of auto-enrolment and more. 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.

 
Auto Enrolment shines spotlight on pension coverage and adequacy
 

The advent of the Auto Enrolment (AE) Retirement Savings System is one of the most significant and welcome developments in the pensions landscape for very many years, writes Niall Hall, Senior Employee Benefits Manager, Zurich Life.

 
Read article
 
 
Three new funds available on Standard and Advice PRSA
 

When your clients have decided what level of investment risk they are willing to take, it's time to recommend a fund that suits them.

 
Learn more
 
 
Latest investment podcast
 

In this investment podcast recorded on 12 April 2023, we cover recent market movements and Zurich Investments current positioning and outlook. This month we also talk about earnings season, which we hear a lot about in the financial media; we’ll discuss what it is and what it means for investors.

 
Listen to podcast
 
 
A Financial Broker’s guide to the Underwriting Process
 

If you’ve not had the chance to check out our new medical underwriting guide, you can download it here. It will certainly answer many of your questions regarding medical underwriting.

 
Download our underwriting guide
 
 
Navigating the new PRSA landscape - Frequently Asked Questions
 

As we continue to navigate the new PRSA landscape we've pulled together an FAQ document to help you better understand the changes and the opportunities available. 

 
Find out more
 
 
Action needed on Executive Pension Plans/One Member Arrangements
 

The key deadline for you to be aware of is 5 May, this is the date that we require signed Participation Agreements to be returned to us.

 
More details
 
 
Improved Mortgage Protection pricing & Protection Promotions extended
 

On Tuesday we announced that our Mortgage Protection prices have been improved. The new prices apply to all new applications as of Tuesday April 25.  

 

Additionally, We are extending our protection promotions until May 31 2023.

 

What's more, to kick-off our new pricing we are adding a new discount option of 20% for Mortgage Protection cases of €300,000 or more. This 20% discount option will run from April 25 until May 26 2023.

 
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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