Latest News
13/05/2024
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Zurich Ireland |
Ian Slattery
Markets rise on cooler jobless claims
Last week saw US equities end the week in positive territory, as hopes that the labour market may be beginning to cool prevailed, writes Ian Slattery.
13/05/2024
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Zurich Ireland
TechTalk Enhanced Transfer Values from Defined Benefit Schemes
Defined Benefit (DB) schemes regularly review how to manage their future liabilities and one exercise that many will undertake is to offer deferred members an ETV (Enhanced Transfer Value). This amounts to their Standard Transfer Value based on their future pension entitlement under the scheme plus an additional incentive. This is normally offered for a limited period and many schemes will require members to obtain financial advice from an advisor appointed by the scheme before allowing them to accept.
13/05/2024
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Zurich Ireland
ARF fund rebalancing and updated application form now available
We are delighted to announce an enhancement to our Approved Retirement Fund (ARF) - the introduction of a fund rebalancing strategy.