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A round up of the latest news, views, commentary and analysis on the insurance, pensions and investment industry.

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TechTalk: Leaving a legacy – where there’s a will there’s a way

Our latest TechTalk takes a deep dive into Estate Planning, Discretionary Trusts, and the use of Investment Bonds as an efficient way to manage them.

Zurich risk ratings update

From January 2025 Zurich is introducing its own in-house risk rating methodology.

The changing of the guard

The week commenced with Donald Trump’s inauguration on Monday, and markets seemed relieved that new tariffs were not enacted on the president’s first day in office, writes Ian Slattery. 

TechTalk: Retirement Planning for Company Directors in 2025

There are two pension arrangements under which this pension funding can take place. They have the option to fund under either an Executive Pension in a Master Trust or a PRSA. In today's TechTalk we review both of these options for 2025 contributions. 

Clock strikes for TikTok

Much of the business news last week centred around TikTok, which shut down in the US on Sunday, before announcing it was “in the process of restoring service” later the same day, writes Ian Slattery. 

Financial advice helps get savings on track

Busy mum of three, Michelle O'Donohoe is planning for her children’s futures. In this video interview she talks about her motivations for saving and why seeking guidance from a financial advisor helped her get started on her smart saving journey. 

Maintaining perspective: Investment outlook 2025

As we enter 2025, we look to maintain perspective and to balance the risks across respective asset classes.

US labour market impacted markets

US equities took a tumble on Friday after December’s monthly jobs report surpassed expectations. 256,000 jobs were added in the month, and the unemployment rate dropped from 4.2% to 4.1%, writes Ian Slattery. 

2024 the year in pensions

2024 was another year which saw considerable changes to the Irish Pension market with pension providers, Financial Brokers and customers having to navigate their way through this ever-changing landscape. I thought now would be a good time to look back on the year and look forward to 2025 (which promises even more changes to our industry).

The dollar continues to climb

Christmas didn’t come to US equities this year, all three major indexes, the S&P 500, the Nasdaq 100 and the Dow Jones, finished the typical “Santa Rally” period in the red, writes Ian Slattery. 

Another ‘magnificent’ week for investment markets

The Fed will meet this week, and the market’s confidence in a 25-bps rate cut was strengthened after the CPI release on Wednesday, writes Ian Slattery. 

The Managed fund range from Zurich: Celebrating 35 years of experience and growth

Recently we reached a significant milestone for Zurich’s range of Managed funds – the Balanced, Performance, and Dynamic funds – as they celebrated 35 years of delivering for investors.

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