x
 
click to place your logo here
INDUSTRY NEWS
Aviva CPD Webinar: Star Performers - 12 February @ 10am
Join Amber Gleeson, Peter Smith & Philip Byrne for our Star Performers CPD webinar where the panel will review the factors contributing to strong fund performance for our most popular Funds in 2024 along with potential scenarios for 2025
Understanding Business Protection: Royal London Ireland webinar (26 Feb @ 11am)
Join this CPD-accredited webinar to discover tailored solutions for business-owning clients
Aviva MAFs Bitesize
With the announcement over the weekend that the US would impose tariffs on some its largest trading partners, we discuss what happened and what it means for markets in this week's Bitesize.
Aviva Fixed Deposit Funds
We're delighted to launch Series 9 of our hugely popular Fixed Deposit Funds available through Aviva's range of single premium contracts including Investment Bond, Pensions and ARFs. Read more here.
Aviva Retail Master Trust vs PRSA
Our new Retail Master Trust vs PRSA comparison sales aid will support your efforts in advising clients on their pension options.
🔔 BIS Webinar Announcement - Document Packs Refresher 🔔
Wednesday 12 February 2025 @ 11am - Join Ciara and Aaron for a refresher session on our ever popular Document Packs - Click here to register
Royal London's monthly news roundup, the Pelican Brief
Award wins, Advertising campaign, Protection offers and more
Zurich TechTalk - TechTalk - Retirement Planning for Company Directors in 2025
Click here for the latest TechTalk briefing from Zurich.
Royal London Ireland Jan 2025 Market Commentary
Check out our latest market commentary as well as details about our current fund positioning, the benefits of diversification and where we are currently on the Investment Clock
The BIS Platform - Tip of the Week #6
This week's tip is on how to use The BIS Platform to identify, track and manage your (and your team's) pipeline to achieve more successful outcomes.
The Importance of Communication
Click here to view our latest ezine
The BIS Platform - CP 116 Solution - Available Now
Click for further details
CP 116 - Commission Summary - The BIS Platform
Click here for details of BIS' proposed solution to the requirement arising from CP 116
New Ireland partner with BIS to launch Broker Connectivity
Broker Connectivity is a digital solution that will allow users of the BIS Platform to pre-populate New Ireland online application forms, for new and existing business, using your client data already held on the BIS Platform.
System Dashboard
Quick Search
Customer Name :
Policy Number :
Mobile / Email :
Workflow
Tasks  
Compliance  
Pipeline  
Maturities  
Investment Research
Pensions
Funds
Risk Tolerance
Client Meeting
Fact Find
Proposal Forms
Attitude to Risk
TOB
Protection Quotes
Term Assurance
Income Protection
Pensions Term
New Business
 
 
   
 
   
 
   
 
   
 
 
Oct Nov Dec Jan Feb