Retirement & Pensions

The years following the financial crash of 2008 were very sombre for all of us on the financial front, and the area of pensions and retirement planning was particularly hard-hit. However, over the last six to seven years, global markets have been in strong recovery mode & people saving for their retirement have generally seen significant improvement in the size of their pension funds. Not withstanding this, as a nation we face some cold realities and tough challenges with regard to planning our retirement income.

The realities include the following

  •  53% of Irish adults currently in employment have no retirement fund (CSO Pension Provision Report – 30th May 2016)
  • Those who said that “property is my pension” can tear up that script.
  • Many pension plans are chronically underfunded.
  • The government have increased normal retirement age from 65 to 68 and the current state pension of circa €230 a week does not conjure up any happy  images.
  • Our message is clear ” It’s your responsibility to ensure you have a reasonable standard of living in retirement, and you need to take action sooner rather than later”
  • Don’t worry about the Jargon; ARF’s (Approved Retirement Funds), Annuities, Tax Reliefs, Lump Sums, SAPS, etc. Yes it’s boring, but it’s also vitally important.

Call us today and take charge of your own Future.

  • Choose from a wide range of pension providers
  • Choose from a wide range of pension fund investments
  • Have the option to switch between funds depending  on your pension product and your appetite for risk

We have the qualifications, experience, expertise and commitment that you need, to secure a brighter future.

WARNING: The value of your investment may go down as well as up.

WARNING: If you invest in this product you may lose some or all of the money you invest.

WARNING: The income you get from the investment may go down as well as up.