PENSIONS

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Here's a short video courtesy of our friends in Zurich Life and Pensions which explains how a pension works (its only one minute long).



Give us a call today and we can advise you on when to start your pension, how much you should contribute based on your salary, pension required and affordability.

We can also review your existing pension arrangements, assess the performance of your pension against the average in the market, is it doing well or underperforming? Are you paying too much in fees and charges? Does your fund match your appetite for risk?

We can advise you on the best and most tax efficient way to both save for your retirement and to draw down your pension when you reach your chosen retirement age. How much of your fund can you take in a tax free lump sum? What should you do with the balance?

Link below has some basics we can help you understand and plan for:

PENSION BASICS


We hold agencies with Zurich Life, Irish Life, Aviva, Friends First and new Ireland Assurance so we are in an excellent position to attain the best pension solution for you. We offer a personalised, friendly confidential and professional service.

Our friends in New Ireland Assurance have an excellent Retirement Income calculator. Feel free to use and if you have any problems calculating your pension fund, give us a call, we will be happy to step you through how to use it or answer any questions you may have.

RETIREMENT INCOME CALCUALTOR



Here is the Financial Broker guide to Personal Pensions, again a useful starting point to understanding your pension.

YOUR DETAILS

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