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Post-Retirement Options

Post-Retirement Options

When you reach retirement, you have an important financial decision to make regarding your pension fund and how it could be best used to meet you and your family’s needs in the future. Two of the most important factors you should consider are the way in which you wish...

Personal Retirement Bond (PRB)

Personal Retirement Bond (PRB)

Personal Retirement Bond / Buy Out Bond These days, jobs are often no longer for life which means that most clients have pensions from previous jobs scattered around which they do not have a full handle on, with most being left idle without proper management. These...

Executive Pensions – A Guide

Executive Pensions – A Guide

Executive Pensions and their benefits If you have established a successful company which is profitable, then the company should serve you, and in order to do this, you need to be able to extract wealth from the company in the most tax-effective manner possible. As a...

What You Need To Know About Defined Benefit Pension Schemes

What You Need To Know About Defined Benefit Pension Schemes

Defined Benefit Pension Schemes are a type of occupational pension scheme. Under a Defined Benefit Scheme, there is typically a commitment to pay you a retirement income which is calculated based on years of service and salary. You would normally have the option to...

A Guide To Defined Contribution Pension Schemes

A Guide To Defined Contribution Pension Schemes

Defined Contribution Pension Schemes are a type of occupational pension scheme. Under a defined contribution scheme, you and your employer together contribute to build up a Retirement Account for you. This Retirement Account should grow over the course of your working...

Personal Pensions – An Overview

Personal Pensions – An Overview

In this week's blog, we outline Retirement Annuity Contracts – or as they are more commonly known, Personal Pensions. As we edge closer to the tax filing deadline, contributions to this scheme are used by many to reduce their tax liabilities. Similar to last week’s...

PRSAs – What You Need To Know

PRSAs – What You Need To Know

And so Pension Season sets in for another year! The annual season where those who are self-employed have to think about paying their tax and seek ways to reduce it by paying into a pension, and the employed worry if they have enough in their pensions! Over the coming...

It’s Never Too Early To Start Planning Your Pension

It’s Never Too Early To Start Planning Your Pension

Think you don’t need to consider a pension at 30? Think Again!   The Early Bird... There are choices you make in life that will have a huge impact on your future. Starting a pension for your retirement (yes it’s a long way away) is one of those choices because...

Benefits of Life Insurance

Benefits of Life Insurance

Choosing the right life insurance cover for you and those closest to you is essential. It will provide many great benefits, not least peace of mind that should something happen to you, your family will be protected financially. Future Planning As you age and your...

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