Let’s find your
Don’t leave your pension behind.
Pensions From Previous Jobs
When people move jobs they often leave their pension benefits behind. We can track down your pensions, from one or more jobs, combine them together and build a retirement plan designed just for you.
Easy to get started
Let’s have a chat
Make an enquiry by calling, submitting an enquiry or chat with us online.
Why Choose Us
Our team of Certified Financial Planners (CFP) Retirement Planning Advisors (RPA) & Qualified Financial Advisors (QFA) will help you find your pensions and plan your retirement in the most tax efficient way.
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.
Finalists at the 2022 Broker Expert Awards. Finalists at Broker Ireland’s LPI Awards (Life Pensions & Investment Awards) in 2019 & 2018. We are authorised and regulated by the Central Bank of Ireland.
How does it work & what does it cost?
- We track down any pensions you have left behind in previous jobs.
- We combine them into one and transfer them into a pension in your name with one of the leading pension providers in the country (such as Aviva, Irish Life, Zurich, New Ireland).
- Our Retirement Planning Advisors (RPA) will design a retirement plan just for you.
- We’ll meet you at least once a year to make sure you’re on track for the retirement you want.
- We assess your situation free of charge and with no obligation.
- There is no switching fee because the pension providers pay our fees.
- To provide ongoing advice, our fee is 0.5% per annum of the pension balance.