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Making the complicated simple.
Pensions Made Simple
Whether you are looking to start a pension, review an existing one or are getting ready to retire, getting professional advice is essential. We’ll make the process as simple as possible.
How to Start a Pension
Find out how to start a pension and why you shouldn’t delay any longer.
Review Your Current Pension
Make sure your pension is performing and will provide you the lifestyle you want in retirement.
Find out what you options are at retirement and the pros and cons of each option.
Does it make sense to transfer some or all of your pensions to a different provider?
Do you want to set up a company pension scheme or PRSA or get us to manage your current scheme?
What are your options for your work pension when you change jobs?
What pensions are, how they work and why you should start one without delay.
UK Pension Transfers
If you have a UK work pension, find out how to transfer your benefits back to Ireland.
Pensions & Divorce
If you are divorced or planning to get divorced, what are your pension entitlements?
Self Employed / Directors
How can you use pensions to reduce your tax bill and extract wealth from the business.
The State Pension
Do you qualify for a State Pension, how much it’s worth and will you need to supplement it.
Can I unlock the value in my pension early? Can I take a lump sum now?
Easy to get started
Speak to a Pension Advisor
Make an enquiry by calling, submitting an enquiry or chat with us online.
Why Choose Us
Out team of Retirement Planning Advisors (RPA) & Qualified Financial Advisors (QFA) will help you plan your retirement in the most tax efficient way.
Broker of the Year
We were shortlisted for the Dublin Broker of the Year at the last two LPI (Life Pensions & Investment) Awards hosted by Brokers Ireland.
Exact Match Model
Our propriety ‘Exact Match’ fact finding and risk assessment model helps us create a bespoke plan optimised for your needs, objectives and attitude to risk.