Name: Financial Health Check - Demonstration
Start: 2023-02-09T10:00:00Z
End: 2023-02-09T10:00:44.000Z
Location: BrightTALK
Rating: 4.8

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

Get exclusive insights from David Warren, Chief Investment Officer at Zurich Investments along with his colleagues, Michael Kelly and Philip Duggan.

Investment Outlook 2026

Since January 2025, the Central Bank of Ireland recognises that sustainability content counts towards a CPD requirement under the minimum competency code. Join us for this informative one-hour session, eligible for your annual CPD return, and discover how responsible investing can create long-term value for your clients.

Sustainability 2025

Join Zurich for our annual Ethics CPD hour. We are delighted to be joined by again by Carmel Motherway of Motherway Consulting - an expert in the field of Ethics.

Ethics 2025

Please join us for a 30 minute webinar where we’ll demonstrate the member journey and address any frequently asked questions.

Demonstration: Adding new members to group pension plans

It’s Pension Season! As we encourage clients to optimise their pension contributions and prepare for a comfortable retirement, let’s take a moment to reflect on the importance of their financial resilience today.
> Join our Protection Team for new ideas to talk about Protection this Pension Season.

Protection Matters this Pension Season

Join us on September 18th for an in-depth, practical webinar 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.

Retirement Essentials Webinar 2025 - Meet the Experts

Join us for a demonstration of how to get the best out of this new functionality. Our revised calculator, which is straightforward, quick, and easy to use, puts you firmly in control of generating max funding quotes and assists in choosing the best route for your clients.

Max Funding Calculator -  Now including Master Trust Vs PRSA comparison

A short webinar showcasing how you can upload your logo to our Client Centre.

Zurich Recommends - Uploading your logo

Join the Zurich Investment team for a timely mid-year investment update. 2025 has been a turbulent year with the impact of a new US President impacting markets on a near daily basis.

Investments 2025: Mid-year update and outlook

With Auto-enrolment only six months away, now is the time to maximise your engagement with employers and employees to ensure you are making the most of this timed opportunity. Join Zurich as we explore the steps you need to take to encourage people to join their existing pension schemes before they are auto-enrolled into the new My Future Fund.

Auto-enrolment: Turning opportunity into action

A recording of our Zurich Investment Conference held at the Shelbourne hotel on Thursday May 29th.

Zurich Investment Conference 2025: Investing today – experience counts

Top insights and best practices from Zurich.

Zurich Recommends - Try our Defined Benefit Transfer tool

In our latest Zurich Recommends webinar Patrick looks at the Client Report. This report is a comprehensive tool that every Financial Broker should be making full use of when contacting customers. Taking seconds to generate, it generates a report that highlights the elements that are of most interest to clients.

Zurich Recommends - Try our Client Report

With just six months to the planned launch date of AE, now is the time to be engaging with your corporate & SME customers. The introduction of AE will impact every business in Ireland, so ensuring that people are well prepared is paramount.

The Countdown to Auto-enrolment - How ready are your customers?

Join David Warren, Chief Investment Officer and the team at Zurich Investments where we will discuss the recent developments on the Trump tariffs and the effects on the global investment landscape. Our expert panel will explore key topics such as market volatility, market reactions and Zurich's strategic response. Don't miss this opportunity to enhance your understanding and help your clients make informed investment decisions.

Trump Tariffs: the investment market implications

Join Zurich as we explore the Claims, Underwriting, and customer issues that matter in 2025.

Protection Essentials 2025 with Zurich in association with Brokers Ireland

Zurich Recommends - Retirement Drawdown Calculator and Report

Join the team from Zurich as we explore the investment market in 2025.

Investment Essentials 2025 with Zurich in association with Brokers Ireland

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

Financial broker

Financial health

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.

Financial Health Check - Demonstration

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Zurich Life Ireland