Name: Executive Pensions - Zurich Summer Series
Start: 2018-07-26T09:00:00Z
End: 2018-07-26T09:00:44.000Z
Location: BrightTALK
Rating: 4.38

Subscribe to the Zurich Life Ireland channel to view live and on-demand  webcasts on Life, Pension and Investment topics.

Join the team from Zurich investments as they review the investment markets of the year gone by and give their insights into what 2024 might have in store.

Investment Outlook 2024

Our 2023 Ethics webinar is scheduled for 10am on the 30th November. This is different to all our other webinars – no sales agenda or product message to get across. Simply put, an opportunity for Zurich to help Financial Brokers, Advisors and everybody in your offices meet their CPD requirements.

Ethics 2023

In October 2013, Zurich launched the Prisma multi-asset funds at a series of events in Dublin, Cork, Limerick & Galway. Ten years later, the Prisma Funds have almost 100,000 people invested in them, with AUM of over €10 billion - and they have become the flagship range of funds within the Zurich portfolio. Join the team at Zurich as we discuss what makes the Prisma Funds so popular with investors, and why the future remains bright for them.

Prisma Multi-asset Funds - 10 years of great performance

Join us on Thursday 12 October at 10am for an in-depth, practical webinar. We'll have experts giving you all the hints & tips you’ll need, covering the areas of New Business, Payroll, Maturing a Pension with Zurich, OnlineApply.

Retirement Essentials Webinar 2023 - Meet the Experts

Keeping an emergency fund on deposit is sensible financial planning, but holding all your money in low interest bearing accounts isn't! If the last decade has demonstrated anything to us, it is that investing money into equity or multi-asset funds has been a far better home for savings. Join the team from Zurich as we discuss the options with regard to your clients lump sum savings and why we think they should consider an Investment Bond.

Too much money on deposit - what to do about it?

Join Ian Slattery and Jacqueline Hogan from the Zurich investment team for a half-year investment update and to learn more about Zurich's new Fixed Term fund (available  for a limited period on new single premium retirement products).

Taking stock of Investments

We're delighted to announce the upgrade of our Personal Pension and PRSA Applications to Signature Free. Join us for a live demo.

Personal Pension and PRSA - Signature Free Upgrade

With the introduction of the new IORP II requirements and with the deadline of 30 June 2023 fast approaching, urgent action is needed on all Executive Pension Plans / One Member Arrangements that were set up from 22 April 2021. To help you manage any client conversations that you may have, please join us for our webinar where we will explain the transition timeline and outline the steps that must be undertaken to ensure customers are not unduly affected.

Transitioning to the Zurich Master Trust

Join us for our 3rd and final webinar in the series in association with Brokers Ireland. This final webinar focuses on the world of retirement and will cover all the topical areas including PRSAs, Master Trusts, PRBs and more.

Retirement Essentials from Zurich in association with Brokers Ireland

Join us for the 2nd in our webinar series in association with Brokers Ireland - this webinar focuses on the world of Protection.

Protection Essentials with Zurich in assoc with Brokers Ireland

Join Zurich for our annual Spring CPD webinars in association with Brokers Ireland. In this webinar we will cover Financial Broker SFDR requirements, investing in a changing rate environment, and other topical areas of interest.

Investment Essentials with Zurich in association with Brokers Ireland

The Zurich Broker Centre is your one-stop hub for everything you need to support and service your clients - from assessing our engagement tools, through to finding out all you need on a clients policy. Join us for run through of all the hints and tips you need to make sure you are using it to its fullest.

Note: As this webinar is considered "system training", CPD will not be applicable.

Navigate the Zurich Broker Centre with ease

The Financial Health Check tool has been developed to provide you with an engaging way of turning your new prospects into clients. Simple and easy to use, it quickly collects valuable data points and provides a comprehensive pre-meeting report that can help shape your initial meeting with the prospect.

Note: As this webinar is considered "system training", CPD will not be applicable.

Financial Health Check - Demonstration

Join David Warren, Chief Investment Officer, Zurich Investments, and his team as they review a volatile 2022 and give their views as to what 2023 might have in store for investment markets.

2023 Investment Outlook - Zurich Investments

If you find yourself in need of your 1-hour CPD in Ethics, why not join Zurich for their annual Ethics webinar. Join host Ronan O'Neill and Carmel Motherway of Motherway Consulting for an engaging session that will meet your LIA & IOB Ethics requirements.

Ethics in Business 2022

Please join the team at Zurich to hear about all the details of the new Zurich Master Trust - Executive Pension.

Zurich Master Trust - Executive Pension

Up next as part of our Pension Season schedule is our Retirement Essentials webinar. Join us for an in-depth, practical session focussing on everything you need to know to ensure a smooth pension season. This practical session is definitely not one to be missed – and is recommended for Financial Brokers and Administrators. We'll have experts giving you all the hints & tips you’ll need, covering areas such as:

New Business - How to set up a policy, from input to issue
Payroll - Information on payments taxable through the PAYE system, tax credits and the all-important cut off dates for final payments
Maturing a Pension with Zurich - Ensuring a smooth transition into retirement
OnlineApply - Utilising OnlineApply this Pension Season

Zurich Retirement Essentials: All you need to know

Brokers Ireland and Zurich are teaming up to bring you a practical guide to the SFDR and IDD changes - what do they mean for you and your customers?

A practical guide to SFDR - what does it mean for customers?

This is the latest in our Summer Series of Technical Webinars - in this session we will cover Executive Pensions and in particular the maximum funding opportunities.

Executive Pensions - Zurich Summer Series

Executive Pensions

Max Funding

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Executive Pensions - Zurich Summer Series

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