Broker News

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

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September 2023 monthly investment news

August saw risk assets retreat as sentiment declined off recent highs with markets trimming the previous gains equities had experienced throughout much of 2023, writes Richard Temperley.

Markets take latest ECB hike in their stride

The ECB raised rates by 0.25% on Thursday afternoon, which brought the headline deposit rate to a new historic high of 4.0%, writes Ian Slattery. 

Tax saving opportunities 2023

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.

TechTalk - The real standard fund threshold

The Irish Revenue incentivise pension saving by providing tax relief on contributions and tax-free investment growth on returns made; however, they do impose restrictions on how much you can save using a pension in terms of your contributions and the overall fund you can build.

Stocks slide on interest rate fears

Equity markets ended the week down as slowing investors revaluated the potential interest rate environment, writes Ian Slattery. 

Equities positive on cooler jobs data

Last week saw US equities show positive returns after a shaky August, showing their biggest weekly gain in over five weeks, writes Ian Slattery. 

Signature free investment bond now available

We're delighted to announce the upgrade of our Investment Bond application journey to Signature Free.

Chairman Powell stays the course at Jackson Hole

Friday closed out a mixed week for equities as investors digested comments from this year’s Jackson Hole Symposium, writes Ian Slattery. 

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.

Equities lag on resilient demand

Last week saw US equities post their worst performance in several months as investors revaluated the prospects for higher interest rates for longer, due to resilient economic data, writes Ian Slattery. 

Varied economic data sees equities pause

US equities showed mixed performance last week as in the month of August markets have broken their upward track seen throughout much of 2023, writes Ian Slattery.

Signature Free - Client Approval video

Today I'm delighted to let you know about two enhancements to our customer approval process.

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