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Pensions

Sandy beaches, golf and the time and means to finally do what you want.. For 50% of the Irish Population – this is not an option!

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Most tax efficient way of saving for your retirement

A pension plan is one of the most important investments you are likely to make in your lifetime. Whether you’re self-employed, a company director or an employee, you get the following tax benefits:

  • Tax relief on the contributions that you make.
  • Your pension fund grows tax free.
  • You can take a portion of your pension fund out tax-free at retirement.

But just availing of the tax benefits is not enough. We help you to identify the right pension structure for you based on your specific circumstances and ultimately find the right products and investment portfolio to suit your needs & goals.

It’s a long road to retirement. We will help you develop your retirement plan at the outset and meet you regularly to ensure you stay on course to achieve your objectives.

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What we can offer you

We have extensive experience of all pension options including:

  • Personal Pensions
  • PRSAs
  • Auto Enrolment
  • Personal Retirement Bonds
  • Executive Pensions
  • Self-Administered Pensions
  • Approved Retirement Funds
Pension Calculator

Why Choose Us

Experience

Since 1984 we have served our client’s Life, Pension and Investment needs.

Trusted

We are trusted by over 3,500 clients.

Excellent Advice

Regulated by the Central Bank; we work will all of the major providers to allow you flexibility and choice.

AIBF 2023 Winner

Achieved Business All-Star Best In Class Accreditation 2023

Why Choose Us

Relationships with all of the major Life and Pensions

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If you would like to avail of a complimentary review of our Employee benefits…

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Income Protection

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Employee Benefits