Pension Articles
A round-up of all the latest pension articles from Zurich Ireland.
Articles
We are delighted to announce an enhancement to our Approved Retirement Fund (ARF) - the introduction of a fund rebalancing strategy.
If your clients are reaching the stage where they are approaching retirement it’s a good idea for them to take some time with a financial broker or advisor to review and refine their strategy before choosing an appropriate solution for their retirement needs, writes Eadaoin Murphy, Investment Solutions Analyst at Zurich.
2023 was another year which saw considerable changes to the Irish pension landscape with pension providers, financial brokers and clients having to navigate their way through this ever-changing landscape.
Today, despite the many challenges faced by customers because of high inflation and the cost of living rises, many SME businesses have shown remarkable resilience and flourished with the result that they have accumulated cash assets in the company. Good forward thinking business planning means that these same SME owners should look at pension funding opportunities in the most tax efficient manner.
Available for a limited time, Zurich Life is delighted to announce the launch of a new fund, Fixed Term (Series 1), to complement our suite of existing lower risk options.
At Zurich, we’ve learned a lot about the impact of the Institutions for Occupational Retirement Provision (IORP) II on pensions over the past 24 months.
We will shortly be writing to employers and we want to keep you fully informed of our actions.
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.
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.
There was a huge amount of Pension change over the course of the year and we thought that as we near the end of the year, it would be a good time to do a recap on it before we move into 2023.