Pensions & Retirement Planning

helping you plan for a comfortable future

Pension/Retirement Planning

It Is Never too early to start saving for your retirement

Pensions are an extremely tax efficient way of saving. You get tax relief on your saving at the marginal rate; funds accumulate tax free until retirement and you get a percentage of your fund tax-free at retirement options.

A Financial Broker can advise on pension savings, company and personal, pension transfers and post retirement options (ARFs and annuities) You can do your saving personally, either through a Personal Pension, PRSA or AVC (free standing). Or you can save through a company, with an executive pension, company scheme or AVC (via scheme).

As your Financial Broker we can advise on the best options for your particular circumstances.

Post-Retirement Options

Having spent years saving your retirement fund, it’s worth spending a few hours with us as your Financial Broker discussing the best way of funding your retirement. For many, that will be the traditional annuity route i.e. income for life. Others may wish to explore post retirement investment through Approved Retirement Funds (ARFs). Either way as your Financial Broker we are expertly qualified to talk you through this choice and we can recommend the most appropriate course of action for you.

Pension Transfers

Changing careers, redundancies and pension scheme windups can imply your benefit in a pension scheme is restructured and possible a fund is transferred out of the scheme and set up independently on your behalf.
This complex area has potential for considerable loss to you as you are swapping one benefit for another.
As your Financial Broker we will be able to talk you through the issues involved and you can appoint us to deal with the scheme trustees on your behalf.

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