Resources

At a glance – our key statistics :
Around the world, Aviva provides around 33 million customers with insurance, savings and investment products. We are a leading insurer in Ireland and are part of the Aviva group which is present across 16 markets in Europe, Asia and Canada.

We combine strong life insurance, general insurance and asset management businesses under one powerful brand.

We are Irelands largest financial organisation founded in 1939.
At a glance – our key statistics :
Irish Life Assurance plc is a subsidiary of the Irish Life Group Ltd was founded in 1939 and is one of Ireland’s leading life and pensions companies with over 1.3 million customers. For over 80 years, it has helped people in Ireland embrace change and build better futures through its innovative products and dedication to customer care.

Irish Life Assurance has two operating divisions. Its Retail division provides life insurance, pension, savings and investment plans to personal and small business customers. While its Corporate Business division provides group retirement and risk products to employers and affinity groups

New Ireland Assurance was established in 1918 and was Ireland’s first home grown life assurance company.

At a glance – our key statistics :
New Ireland Assurance Company was the first wholly Irish owned life assurance company to transact business in Ireland. We provide life assurance, pensions and investment solutions to individual and corporate customers.

We are a leading life assurance company in Ireland, with:

  • a market share of new business of 20% in 2018
  • new sales of €1.44 billion of new lump sum business in 2018
  • new sales of €157 million of new regular premium business in 2018
  • funds under management of over €16.8 billion (December 2018)
  • over 500,000 customer contracts

At a glance – our key statistics :
Zurich Life is one of Ireland’s most successful life insurance companies, offering a full range of Pension, Investment and Protection products. It has been meeting its customers’ needs in Ireland for over 30 years. The investment team, based in Blackrock, Co. Dublin, is responsible for funds under management of approximately €25.3 billion, of which pension assets amount to €12.1 billion (as at 30 December 2019).

Zurich Insurance is one of Ireland’s leading general insurance companies offering a wide range of products including private motor and home insurance, commercial property, business, farm and professional indemnity insurance.

Zurich Insurance plc (‘ZIP’) is a wholly owned subsidiary of Zurich Insurance Group Ltd. ZIP is an Irish insurance company originally incorporated in 1950 and is Zurich Insurance Group’s main legal entity for writing non-life insurance business in Europe. ZIP writes non-life insurance business across the EU through its Irish Head Office and network of branches.

Zurich Insurance Group (Zurich) is a leading multi-line insurer that serves its customers in global and local markets. With about 55,000 employees, it provides a wide range of property and casualty, and life insurance products and services in more than 215 countries and territories. Zurich’s customers include individuals, small businesses, and mid-sized and large companies, as well as multinational corporations. The Group is headquartered in Zurich, Switzerland, where it was founded in 1872.

At a glance – our key statistics :
Royal London formally known as Caledonian Life have been operating in Ireland for over 180 years. We are the largest mutual Life, pensions and investments company in the UK and Ireland with:

  • Group funds under management of €126.5 billion 
  • Group businesses provide around 8.8 million policies  
  • Group businesses employ over 3,700 people 

What we do – authorise, monitor, enforce

We regulate more than 10,000 firms providing financial services in Ireland and overseas. This regulation is undertaken through risk-based supervision, underpinned by a credible threat of enforcement. Our objective is to ensure financial stability, consumer protection and market integrity. To do this, we have a range of regulatory powers in the areas of authorisation, supervision and enforcement.

BCP Asset Management is one of Ireland’s largest independently owned Investment Product Providers for the advisor market.
At a glance – our key statistics :
We have been offering investment solutions since 1969, and we are privileged today to manage nearly €2 ½ billion in assets and we have provided investment solutions to in excess of 30,000 investors.

Premier Benchmark Property Ltd., t/a Greenman Investments (” Greenman”) is a market-leading sector specific German real estate investment fund manager. Our funds exclusively invest in German food dominated retail parks and food retail warehouses. Our funds are designed to maximise the conversion of rental income into annual investor distributions.

At a glance – our key statistics :

  • We have €461 million assets under management
  • Our annual rent is €27.77 million
  • Our average rental client is 11.51 years

strength of over 1,200 firms representing both general insurance and financial brokers throughout Ireland. As the premier voice and representative organisation for brokers, Brokers Ireland advise members, regulators, government and other stakeholders on key insurance issues in order to raise and maintain industry standards.  All Brokers Ireland member offices embrace strict standards of conduct, professionalism and practice to ensure that high standards of service are delivered to all clients.  Our members are regulated by the Central Bank of Ireland and adhere to strict regulations such as the New Minimum Competency Code (MCC), Consumer Protection Code (CPC), MIFID 2 and the forthcoming new GDPR regulation.

Brokers Ireland Network Services Limited trading as Brokers Ireland Mortgage Services, formally named PIBA Mortgage Services is a network of mortgage brokers who united to provide their customers with greater choice and superior service. We are a non-profit organisation aimed at combining the efficiencies of a large national network with the personal service of a local Broker. We believe this is the best of both worlds for the consumer.

We have appointments with almost all lenders in the Irish Mortgage Market. This means through your appointment with Brokers Ireland Mortgages Services, Brokers can select the most suitable mortgage for their consumer from a wide panel of lenders even if they do not hold a direct appointment with such lenders.

Permanent TSB Group Holdings plc, formerly Irish Life and Permanent plc is a provider of personal financial services in Ireland.

The company is historically derived from three different companies: Irish Life Assurance, Irish Permanent Building Society & Trustee Savings Bank
At a glance – our key statistics :

  • Founded in 1884
  • One million customers

At a glance – our key statistics :
The Standard Life Assurance Company was established in 1825 and was reincorporated as a mutual assurance company in 1925. During the 19th century it opened offices in Canada, India, China and Uruguay. In 2006 demutualisation took place and the company was floated on the London Stock Exchange. With our headquarters in Edinburgh, we have been in Ireland since 1834.

At a glance – our key statistics :

  • Our business is structured to provide our team with the autonomy, technology and support to deliver great ideas and quality service.
  • We apply a collective approach to generating new ideas and at all times promote transparency, our obligation to clients is not to make forecasts, instead it is to explain economic events, place them in context, and build investment ideas around the likely winners.
  • By understanding the return on offer for the risk being taken, our team of market leading investment analysts, combined with our technology driven processes, ensure we are able to create solutions that deliver consistent investment returns to our clients.
  • BlackBee Investments Limited is authorised as a MiFID investment firm and is regulated by the Central Bank of Ireland.

Dilosk DAC trading as Dilosk and ICS Mortgages, is an Irish financial services company, headquartered at Hume Street, Dublin. We entered the Irish mortgage market through the acquisition of ICS Mortgages including the brand and distribution platform from Bank of Ireland in 2014.

We have launched an ICS mortgages Buy-to-Let product for borrowers seeking to purchase or refinance residential investment properties located in the Republic of Ireland. Our mortgages are available to both individuals and companies and we are offering a 15-year interest only option as a key feature.
Dilosk DAC trading as Dilosk and ICS Mortgages is regulated by the Central Bank of Ireland. As a regulated entity Dilosk complies with all the relevant regulatory codes applicable to mortgage lending in Ireland.

Structured Investments
Broker Solutions is passionate about creating the leading and most innovative Structured Retail Products in the Irish market. We create a series of exciting new Investment

Solutions for Financial Brokers and their clients every 2 months.

Our Investment Strategies and Solutions are Research Driven. By combining the resources of our Research Team and other leading international investment experts, our Investment Solutions have a strong economic and investment logic and represent international best practice in construction.

Vernier Group is a capital markets & financial technology consulting firm. We specialise in the development of investment management solutions and portfolio risk analysis. Our associates manage a global portfolio of clients in key asset management centers around the world including our primary operational coverage of Europe, Middle East & Africa (EMEA) and the Caribbean. Our platform provides derivative solutions and product analytics for family offices, private banks, wealth managers and corporate treasury.

Our business supports clients in three key areas: Structured Products & Derivative Solutions, Financial Risk Management Technology and Alternative Investment Services

Our experienced team of professionals is comprised of former derivative traders, strategists and quantitative analysts who draw on 40 years of combined financial markets experience and an extensive network of institutional contacts.

We work with a number of leading financial institutions including a prominent Swiss private banking group, two of Germany’s national banking champions and a number of international banks based out of London. In working with our banking partners, we provide market leading investment solutions to over 90 diverse clients, with a truly global footprint.

Finance Ireland Ltd is a privately-owned financial services Group. We have businesses that specialise in Motor Finance, Asset Finance & Leasing, residential and investment Mortgages and Agri Finance. We were established in 2002 and have two large strategic shareholders, global investment management firm PIMCO and the Ireland Strategic Investment Fund (ISIF).

Buying insurance can be complicated, but it really shouldn’t be. So at Hive Insurance Services we’ve set out to do things differently – create a bit of a buzz if you like…
 
With over 20 years of experience behind us, we’re obsessed with one thing – and that’s making vital insurance simple and accessible to all. And we’re doing this for a good reason – so more people can better protect their lives, making them feel safe, secure and happy.

With a deep understanding of the Brokerage market, we know that it’s difficult to stay on top of the ever-changing details of the policies in the market place. ClearChoice has been designed to address the daily challenges that Financial Brokers face on a daily basis, to research, to compare and to analyse the most suitable product for a client.

Our mission has been to raise the standard of knowledge and quality of advice within this important industry. We pride ourselves on being close to Brokerages from small to large, giving our clients the knowledge, the tools and the freedom to focus on what matters most: growing their business.

Since launching in March 2016, ClearChoice has evolved from offering comparison & quotes on the Protection market to now offering comparative tools for the whole market plus complementary services in Training, Compliance, GDPR and Cashflow Modelling services.  

We provide financial products and services, imbued with a personal approach, to a select client base in three principal markets: the UK and Europe, Southern Africa and Asia-Pacific. Investec was founded in South Africa in 1974. We entered the UK in 1992, and have since expanded through a combination of substantial organic growth and strategic acquisitions.

Irish Life Health offers customers a compelling alternative to existing health insurance offerings. As a leading Irish health insurer, our vision is to help you live a healthier life. When you are healthy, we want to help keep you that way. If you’re not feeling great, we are here to help you recover as quickly as possible. We endevour to provide real value, the health insurance you actually need and the services and experience that you deserve.

This is why we focus on keeping you well in both body and mind with our wide range of innovative benefits and services. As an Irish Life Health member your health is of the highest importance to us and that’s why we offer the following value added services to help keep you healthy, including Digital Doctor, Healthy Minds, Back-Up, Minor Injury Clinics.  

Cantor Fitzgerald Ireland is part of leading global financial services firm Cantor Fitzgerald. With a proud history of stockbroking and servicing our private clients and financial advisors in Ireland since 1995, we provide a full suite of investment services, primarily in personalised share dealing, pensions and wealth management, fund management, debt capital markets and corporate finance. We are recognised as a primary dealer in government bonds. Our clients include private individuals and corporate entities, financial institutions, investment funds, credit unions and charities.

At Cantor Fitzgerald Ireland, we aim to put our clients first and to ensure that you are at the forefront of every decision we make as an organisation. We believe strongly in the value of personal contact and client relationships and are committed to the highest level of service and to delivering value to our clients. We are happy to provide clients with a global perspective that is unique to the Irish market, leveraging a global vibrant network of expert analysts and investment professionals.

With local offices based in Dublin, Cork and Limerick, we partner with specialist staff in an entrepreneurial culture. Our experienced team of investment professionals offers leading-edge expertise to help you manage your financial needs.

Cantor Fitzgerald, a leading global financial services group at the forefront of financial and technological innovation has been a proven and resilient leader for over 70 years. Cantor is a preeminent investment bank serving more than 7,000 institutional clients around the world, recognised for its strengths in fixed income and equity capital markets. Cantor and its affiliates employ over 10,000 people in 25 countries including major financial hubs worldwide.

Newcourt Pensioneer Trustees Limited ‘Newcourt’ was formed in 1989 and incorporated in 1996.  Newcourt is approved as a Pensioneer Trustee by the Office of the Revenue Commissioners.

Newcourt specialise in Small Self-Administered Pension Schemes (SSAPS), Self-Invested Personal Pensions (SIPPS) and Exempt Unit Trust (EUT) structures for syndicate pension investments.  We have expanded the services offered in the area of Corporate Trustee Services to both Defined Contribution and Defined Benefit Group Pension Schemes.

Newcourt Pensioneer Trustees Limited is regulated as a Registered Administrator with the Pensions Authority and is approved by the Office of the Revenue Commissioners to act as a Pensioneer Trustee.

Newcourt Pensioneer Trustees Limited is not regulated by the Central Bank of Ireland.

Newcourt Pensioneer Trustees Limited is an associate company of Newcourt Retirement Fund Managers Limited, a provider of self invested retirement products.

Phoenix Group is the largest specialist consolidator of heritage life assurance funds in Europe. Our main focus has traditionally been on closed life fund consolidation where we specialise in the acquisition and management of closed life insurance and pension funds. We call this our Heritage business.

Alongside this, we have an open business which manufactures and underwrites new products and policies to support people saving for their future in areas such as workplace pensions and SIPPs. This open business is underpinned by a strategic partnership with Standard Life Aberdeen plc following our acquisition of Standard Life Assurance Limited in 2018. We also have a market leading brand – SunLife – which sells a range of financial products specifically for the over 50s market

Wealth Options Ltd is a long established financial product provider operating in the Irish Financial Services Industry.

Wealth Options Ltd was established in 2003 by three former executives of Scottish Provident Ireland. We are a MiFID Firm regulated by the Central Bank of Ireland and also a Qualifying Fund Manager (QFM). Our customers are Financial Brokers. We do not deal directly with the public.

We aim to enable financial brokers become the most significant wealth management force for private clients in Ireland. We will achieve this by offering highly competitive pre and post retirement solutions, delivered through our exemplary administration service.

Wealth Options Ltd is proud to have won a number of financial industry awards over the past number of years.

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Capital Financial Planning Ltd trading as Capital Financial, Capital Insurance is regulated by the

Central Bank of Ireland, Registered in Ireland Number 410628

Capital Financial is a member of Brokers Ireland.

Capital Financial Planning Limited is a member of Trusted Advisor Group.

Registered address :

9 Grange Road Office Park, Rathfarnham, Dublin 16, D16 NA46.

Directors: Alan Bailey, Paul Neale

Phone: +353 1 495 4411

Email: hello@capitalfinancial.ie