x
 
click to place your logo here
INDUSTRY NEWS
New Ireland brings Passive IRIS to life with customer case study featuring: Maria
New video follows Maria through the full Passive IRIS pension journey, showing how the strategy evolves across life stages from growth through to retirement with changing asset allocation.
New Ireland welcomes progress on "Right to Be Forgotten" legislation for cancer survivors
Update reflects advancing government proposals to improve access to financial products including mortgage protection insurance for cancer survivors.
New Ireland releases Fund Risk Categories & Fund Availability flyer for advisers
New flyer provides a clear overview of fund risk categories and availability helping advisers quickly identify suitable options and streamline fund selection for client recommendations.
Zurich's March Financial Broker Newsletter 2026
From exit tax guidance and new claim forms to the latest webinars and market insights, you'll find everything you need to stay informed and support your clients with confidence.
Zurich Protection - Our Claims Paid in 2025
In 2025, Zurich paid over €96 million in life claims and more than €25 million in serious illness claims. The classic "Big Three" (heart attack, stroke and cancer) remain the leading causes of claims in these categories...Read more
Royal London Ireland's Pelican Brief
Latest edition features Whole of Life Cover insights, upcoming Multi Asset webinar with expert speakers, award winning MP recognition and key updates for financial advisers
Royal London to host Multi Asset funds webinar on 23 April amid market uncertainty
Join Royal London on Thursday 23 April at 12pm for a one hour CPD accredited webinar on Multi Asset fund positioning and performance, with Trevor Greetham, Jake Winterton & Jason Walsh.
Gender differences in investment risk and making it work for clients
New Ireland Investment Insights examines how men and women approach risk differently and how advisers can tailor strategies to improve outcomes and client engagement
New Ireland Water Fund delivers 11.5 percent annual returns over 10 years
A 10 year performance story driven by global water infrastructure and sustainability themes, highlighting consistent returns and long term growth potential for investors.
Standard Fund Threshold increase reshapes retirement funding strategies
New Ireland Technical Support outlines how the increased threshold creates new planning opportunities, funding flexibility and strategic considerations for retirement clients
CPC Updates | Live on The BIS Platform Today
Click here for details of the additions made to The BIS Platform in accordance with requirements in the new Consumer Protection Code
Aviva Care just got stronger with new app now available
Aviva Care now includes five wellbeing services, featuring the new Get Fit Programme and enhancements to Digital GP, delivering more value for client conversations at no extra cost.
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
 
 
   
 
   
 
   
 
   
 
 
Dec Jan Feb Mar Apr