You could save more than you think.
A pension plan is the only investment vehicle in Ireland that can grow tax free for the entire term, and the impact is substantial.
Are you?
New to pensions
Have some pension experience but need guidance on how to reach your goals
Have a significant pot built up and want to ensure you are on the right track for retirement
Looking to retire soon and not sure what to do with your existing private pension or occupational pension scheme (ARFs, Annuities, setting an investment strategy)
We’re here from beginning to end of your pension journey.
We can help you set up a new pension plan, review an old policy you may have lost track of, and walk you through your retirement options when you’ve built up your pot and want to ensure you make the best decision. We assist individuals, the self employed and SMEs alike.
A pension will provide you with a nest egg in the future, providing financial security. Ireland's State Pension (Contributory) is currently less than half the current average industrial weekly wage. While the State Pension (Contributory) can help you get by, it is not likely to be enough to allow you to continue your current quality of life.
We help create a financial plan to help you achieve your retirement goals
Assist you with deciding upon how much to contribute and adjust when circumstances change
Research the most suitable funds to invest your pension in and monitor performance.
Maximise tax relief on your pension contributions whether you are a PAYE employee or business owner.
Research your retirement options, optimise your tax free cash, and establish your ARF and/or Annuity, with a personalised strategy.
Sustainability Factors
Sustainable Finance Disclosure Regulation (‘SFDR’) This EU Regulation is effective 10 March 2021. As the area of the SFDR is new and evolving without sufficient information being currently available, we do not currently assess in detail the adverse impact of investment decisions on suitability when providing investment or insurance advice. The key product providers with which we engage have developed responsible investment as part of their investment philosophies and sustainability policies. However, detailed information on specific fund recommendations we recommend is not always available. As further information on the approach being taken by product providers, and their internal/external fund managers, becomes available over the course of the next year, we anticipate reviewing these areas in our assessments.