ESG Investing

ESG Investing

ESG investing or Environmental, Social & Governance investing is essentially socially responsible investing. It refers to investments that prioritise optimal environmental, social and governance factors. Many people today want to invest in funds that have a...
A Guide to Group Pensions & Risk Benefits

A Guide to Group Pensions & Risk Benefits

 A Group Pension Plan is a pension provided by an employer for its employees. It is a tax-efficient way to help employers ensure that their employees are financially secure in retirement.  Oaktree Financial Services Ltd can explain the differences between the...
Future Proofed – Your Ultimate Guide to Pensions

Future Proofed – Your Ultimate Guide to Pensions

The good news is that we are now living longer than ever before. The latest statistics suggest that people in Ireland can expect to live to 81.5 years on average. Consider this – longer life means we will need to provide ourselves with an income for a longer period of...
Pensions for the Self-Employed

Pensions for the Self-Employed

If you are a self-employed individual, it is important to know that there is a difference when it comes to pension planning as a sole trader vs if you are trading as part of a limited company. Typically, a Personal Pension is the better option for a sole trader. If...
Defined Benefit Pension Scheme Options

Defined Benefit Pension Scheme Options

Pension arrangements generally allow members to transfer their pension benefits from one arrangement to another. The transfer rules depend on the arrangement you are transferring from and the arrangement you are transferring to.     Types of Pension Benefits that...

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