Have you a Pension Plan in Place?   We have noticed an increase in recent inquiries about pensions. Typically Pension planning is usually a good indication  of the current economic climate. In good times pension funding is extremely tax efficient for both employees and employers. It is seen as a great way of saving for […]

We’re planning for this year’s imputed distribution payments and want to make sure that customers receive their payments before Christmas. Here’s some important information about how you can help customers receive their payment sooner if they’d like. Q. When will my customers receive their imputed distribution payment? Where the customer has given us their bank […]

  A pension is a way of saving for your retirement. Hopefully by the time you retire you’ll have built up a substantial pot. At that point, you have to turn it into an income.

All you need to know about pensions in 60 sec’s

We find ourselves in unusual economic conditions, we have interest rates at historically low levels, expansive quantitative easing policies adopted by the world’s central banks. Inevitably this has caused a collapse in bond yields and fuelling Global equity markets. Closer to home in Europe we are experiencing the longest bull run in history. With low […]

FEBRUARY 2015 (MAGAZINE)BY CARLO SVALUTO MOREOLO  www.IPE.com At its first meeting of 2015, the Irish Cabinet discussed the introduction of a “new, universal supplementary pension savings scheme”. The plan was presented by Joan Burton, deputy prime minister and minister for social protection. Burton unveiled a roadmap and timeline for the introduction of the scheme, the details of […]

For The majority of individuals retirement planning is something that is put on the long finger. As an adviser you hear every excuse imaginable in relation as to why an individual doesn’t need to plan for retirement. Typically if you are not already planning for retirement you will fall into one of the below excuse […]

There are a few new changes coming into effect from the 1st of January and I think that the new measures will be largely welcomed giving individuals a little bit more flexibility. The most recent Finance Bill proposes changes to AMRF drawdowns as of January. As it currently stands individuals were only allowed withdraw growth […]

As a financial advisor you have the privilege of meeting individuals of different ages the majority of whom are at different points in their lives.  While they all differ greatly one thing that I have found them to have in common is a long list of excuses as to why they don’t or haven’t got […]

27 August 2014 Irish Examiner – Joe Gill I am blue in the face and sick to my back teeth with this topic. I can tip in to apoplexy if the wrong buttons are pressed. I am hopelessly failing to get the attention of those who need to hear the message loudest. The exciting, stimulating, drop everything […]