Name: Navigate the Zurich Broker Centre with ease
Start: 2023-02-22T14:00:00Z
End: 2023-02-22T15:01:09.000Z
Location: BrightTALK
Rating: 4.6

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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 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?

If you were unable to attend one of our recent 'in-person' Protection events, you can join us virtually for a catch-up webinar. You'll hear first hand from Tracey King & Paul Murphy on Zurich's long-standing expertise in the Income Protection market.

Income Protection from Zurich

If you missed our recent in-person Investment Conference, we would be delighted it you could join us for a condensed virtual event. David Warren, Chief Investment Officer, Zurich Investments will be joined by his colleagues and they will discuss the key investment topics driving current asset allocation positioning.

Zurich Investment Conference - Virtual

Join the Retirement Team from Zurich for a 1 hour CPD event on all aspects of the retirement conversation. With potential regulatory & legislative changes on the way, this is an opportunity to get ahead of them and ensure that you and your clients are prepared.

Join the Protection Team at Zurich for a 1 hour CPD event covering all things Protection.

With investments markets continuing to be volatile, we hope you can join David Warren, CIO of Zurich Investments, and Ian Slattery, for an engaging Q&A as they explore the outlook for the market. We'll also be looking at different investment strategies and market concepts that you can share with your customers. This is a 1 hour CPD event in association with Brokers Ireland.

Paying claims to customers is the key measurement of the protection industry and at Zurich, we are immensely proud of our track record. Join us at 11am on 3 March where our Head of Claims, Paul Murphy, will take you through our 2021 claims experience. Paul will be joined by Tracey King and Jane Collins from the wider protection team to talk through the findings and help position these so that you can communicate them to your customers.

A year in Claims - Zurich's 2021 Protection Claims

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

Protection

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.

Navigate the Zurich Broker Centre with ease

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