Hello,

 

In a slight deviation from our usual format, this week we’re covering some Zurich updates in this section – with our regular market update available below.

 

Firstly, hopefully you will have all received an invite to our Retirement Conferences which commence at the end of this month. The investment presentation will cover a market update, a deeper dive into the drivers behind some recent active decisions, and an update on performance and customer outcomes.

 

We are also delighted to announce the launch of rebalancing on Investment Bonds which is now available on new and existing single premium investment products. This follows the successful and popular launch of the same feature on ARFs earlier this year. For more information on the investment thesis and benefits please do get in touch.

 

Overall, fund performance so far this year has been strong and with our latest digital enhancement you can now generate a PDF output of the annualised performance for all Zurich funds on our Performance Calculator. The above resources have all been designed to help you effectively communicate this story and ensure your client’s financial plans remain on course.

 

As always, if you wish to discuss anything in this newsletter in further detail, please do get in touch.