Broker News

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

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May 2023 monthly investment review

April was characterised by the release of Quarter 1 earnings reports from the world’s largest companies, writes Richard Temperley.

Action needed on Group DC Schemes

We will shortly be writing to employers and we want to keep you fully informed of our actions.

IORP II and pension adjustment orders

The Pensions Authority’s activity in relation to its enforcement of IORP II has consequences for legacy issues effecting schemes, including pension adjustment orders. 

Lower US inflation print softens policy expectations

Last week saw choppy trading in the US as investor sentiment was uncertain over the economic outlook, writes Ian Slattery.

Personal Pension and PRSA - signature free upgrade

We're delighted to announce the upgrade of our Online Personal Pension and PRSA application journeys to signature free.

New illustrations available

We are pleased to announce that we have updated our ‘illustrations software’ and it's now available for immediate download from the Secure Broker Centre homepage.

Central Bank’s raise rates in whipsaw week for equities

Last week saw somewhat of a puzzling week for investors with interest rates raised by 25 basis points, writes Ian Slattery. 

Big tech leads Q1 earnings

The busiest week of Q1 earnings season saw technology companies post better than expected reports for the first quarter of 2023, writes Ian Slattery. 

April 2023 Financial Broker Newsletter

The latest Financial Broker newsletter has been published. Read the full newsletter here.

Action needed on Executive Pension Plans/One Member Arrangements

To meet with the new IORP II requirements, these arrangements must be wound up and their assets transferred to either the Zurich Master Trust (ZMT) or another suitable arrangement within a very tight timeframe.

April 2023 monthly investment review

March saw the first quarter of 2023 close out positively for equities despite turmoil in the banking sector, writes Richard Temperley.

Navigating the new PRSA landscape FAQ

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. 
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