Are you confused with all the various plans that the various pension companies offer?
We don’t blame you!
Having a secure pension is really important and you should always sit down with an expert to determine a pension plan to suit your needs. That is where we come in!
As life expectancy increases, it is up to each individual to ensure that they make adequate provision for their own income in retirement. Seán, Chris and the team can help you to achieve this in a tax efficient, flexible and cost effective manner.
Let us help you answer your questions:
1. When should I retire?
2. How much will I need to retire comfortably?
3. What type of pension can I have?
4. What is the best way to fund my pension?
5. How much can I take tax-free at retirement?
We recommend talking to your pension advisor at least five years prior to retirement to ensure the correct strategy is adopted. Our aim is to ensure you make the right choices at the right time, making the most of the funds you have worked hard to accumulate during your working life.