Broker News

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

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Try our enhanced financial planning report

Last week we launched our Enhanced Financial Planning Report, previously known as the Pre-Sales Report. Available on the homepage of our secure site, this automated report takes only a matter of minutes to create, is branded with your logo, and can be personalised to suit your clients' needs.

Kicking off the year with purpose: Zurich's Ignite Conferences 2025

Time waits for no one, and at Zurich, we embrace this belief wholeheartedly. While January is often seen as a 'slow' month for many, we choose to hit the ground running, igniting enthusiasm and motivation for the year ahead.

American exceptionalism? What American exceptionalism?

Another week and another tariff announcement. On Monday, Trump said he would be reinstating the 25% levy on steel imports from his first term and increasing tariffs on aluminium imports to 25%, writes Ian Slattery.

Positive data fails to temper trade tariff mood

Major US equity markets declined last week as last weekend’s tariff announcements continued to be digested, writes Ian Slattery. 

Trump, tariffs, trade and tech

Jerome Powell might have sighed with relief as the spotlight was taken away from the Fed’s announcement last week, writes Ian Slattery. 

January 2025 Financial Broker Newsletter

The latest Financial Broker newsletter has been published.

TechTalk: Leaving a legacy – where there’s a will there’s a way

Our latest TechTalk takes a deep dive into Estate Planning, Discretionary Trusts, and the use of Investment Bonds as an efficient way to manage them.

Zurich risk ratings update

From January 2025 Zurich is introducing its own in-house risk rating methodology.

The changing of the guard

The week commenced with Donald Trump’s inauguration on Monday, and markets seemed relieved that new tariffs were not enacted on the president’s first day in office, writes Ian Slattery. 

TechTalk: Retirement Planning for Company Directors in 2025

There are two pension arrangements under which this pension funding can take place. They have the option to fund under either an Executive Pension in a Master Trust or a PRSA. In today's TechTalk we review both of these options for 2025 contributions. 

Clock strikes for TikTok

Much of the business news last week centred around TikTok, which shut down in the US on Sunday, before announcing it was “in the process of restoring service” later the same day, writes Ian Slattery. 

Financial advice helps get savings on track

Busy mum of three, Michelle O'Donohoe is planning for her children’s futures. In this video interview she talks about her motivations for saving and why seeking guidance from a financial advisor helped her get started on her smart saving journey. 
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