Nicolas Firzli’s Post

It’s been a record-breaking start to 2024 in terms of investment markets. But why? Kevin Quinn, New Ireland Assurance discusses the drivers behind the returns and what lies ahead as we move into Quarter 2. https://lnkd.in/eBVDH4gN #searingpointwealthmanagement #forgingabrighterfuture #financialsecurity #incomeprotection #financialplanning #wealthmanagement #pensions #protection #investments #retirementplanning #ad

On July 29th, the new Defined Benefit Funding Code was laid before Parliament, bringing clarity on how the funding regime will operate from September 22nd onwards. 📌 Key Highlights: Trustees must plan to achieve a low-dependency position by the time the scheme matures. A shift towards a more principles-based approach on investment strategy and risk assessment. Fast Track parameters requiring technical provisions to converge towards a gilts + 0.5% p.a. basis with limits on recovery plans and investment risk. Get the full details here: https://okt.to/6Ljixk #Pensions #Regulation #TPR

Trustees: Are there some quotes that just hit harder than others? Since reading this Adam Grant quote, and applying it to the institutional investing world, it’s a principle I’m locking down and sharing any time I can. 👇👇 #fiduciaryduty #pensions #institutionalinvesting #publicfinance https://lnkd.in/dviu4s7q

On July 29th, the new Defined Benefit Funding Code was laid before Parliament, bringing clarity on how the funding regime will operate from September 22nd onwards. 📌 Key Highlights: Trustees must plan to achieve a low-dependency position by the time the scheme matures. A shift towards a more principles-based approach on investment strategy and risk assessment. Fast Track parameters requiring technical provisions to converge towards a gilts + 0.5% p.a. basis with limits on recovery plans and investment risk. Get the full details here: https://okt.to/dRn3mI #Pensions #Regulation #TPR

Unbiased Independent Financial Advisers specialised in:-- #independentfinancialadvice #financialplanning #pensions #investments #Isa #savings #protection #inheritancetaxplanning #IHT https://unbiasedfs.co.uk

Unbiased Independent Financial Advisers specialised in:-- #independentfinancialadvice #financialplanning #pensions #investments #Isa #savings #protection #inheritancetaxplanning #IHT https://unbiasedfs.co.uk

Unbiased Independent Financial Advisers specialised in:-- #IndependentFinancialAdvice #FinancialPlanning #Pensions #Investments #ISA #Savings #Protection #InheritanceTaxPlanning #IHT https://unbiasedfs.co.uk

You will be reading and hearing allot about Auto Enrolment this Easter! Don't worry, enjoy the eggs as we've got you covered here in Kota! Calendly: https://lnkd.in/eG5QGHrH #autoenrolment #pensions #finance #irishpensions #kota

Unbiased Independent Financial Advisers specialised in:-- #independentfinancialadvice #financialplanning #pensions #investments #Isa #savings #protection #inheritancetaxplanning #IHT https://unbiasedfs.co.uk

Unbiased Independent Financial Advisers specialised in:-- #independentfinancialadvice #financialplanning #pensions #investments #Isa #savings #protection #inheritancetaxplanning #IHT https://unbiasedfs.co.uk