Pension Review Services


We are happy to review your existing pension in an impartial manner. Remember, a pension is probably one of the largest investments you will make in your life. Our role is to make sure you have the best possible plan to meet you individual needs.

Check your Expected Pension Income:

What level of pension and lump sum can you currently expect at retirement? People are living longer – will this be enough money to last you for up to 20 years or longer in retirement?

Plan your Retirement Date:

Recent Government proposals may impact on how you plan to take your retirement benefits, so now is the time to discuss how this will affect your personal situation and decide on any appropriate action.

Maximise your tax-free Pension Savings:

Depending on your age, you can save up to 40% of your income into a pension and claim full tax relief.

Top-up Pension Payments:

Do you need to increase your AVC contributions for the next 5 to 10 years to reach your expected retirement fund?

Early Retirement:

If you want to retire at age 60, you could have a number of years before you are eligible for the State Pension. Why not bridge this gap by topping-up your private pension so that you can choose your own retirement date.

Company Directors:

Avail of this amazing tax saving opportunity – currently your company could pay up to 4 times your salary tax-free into your pension, every year until retirement.

Check your Pension Fund:

Now is also a good time to review your fund choice, especially if you are considering opting for an Approved Retirement Fund (ARF) at retirement.

Check Employer & previous Pension Arrangements:

What benefits, if any, will you receive from your current or previous employers at retirement?

Tax-free Pension Benefits:

Establish what portion of your pension pot will be tax-free and what is likely to be taxed. This may influence your chosen retirement date given the Budget 2011 announcement to tax an individual’s retirement lump sum if greater than €200,000.

Spouse's Pension Income:

Do you need to provide an income in retirement for your spouse in the event of your death in retirement? Do you need to make additional pension preparations to fund this extra pension income arrangement for your spouse?

Call us for advise and quotations on
01 8406696 | 087 123 9724



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