Retirement Planning

It’s never too late to start planning for your retirement – and we’re here to help you all the way.

Your retirement savings plan is one of the most important savings plans you will ever contribute to. It can provide you with the security of a regular income to provide a comfortable standard of living when you retire.

Whatever your age or occupation, we have the retirement plan for you. We can explain everything in plain English, so you can make an informed decision.

We can also advise you on the options available to you as you approach retirement and which approach may best suit your requirements.

A pension is simply a savings plan for you to store some of your income today so that you have money/income in the future when you stop working.

BALANCED MONEY, 

BALANCED LIFE

The types of pension that we offer:

A personal pension - great for self-employed.

An executive pension - great for the owner/director of a company.

An SSAP – A self-administered pension

A staff pension plan - great for employers who are looking for advice on the best options for their staff.

A PRSA/AVC PRSA - great for employees who are part of a plan and want advice to save more.

"Tom pointed out about 10 years ago that if I did not address my pension, that I would not have sufficient for my retirement. We put a plan in place, and I am now on track to have a reasonable pension. I am so grateful for the advice I received as it is a weight off my shoulders".

-  DK, Dublin