Planning for your retirement is one of the most important parts of your financial plan.

We’re living longer than ever before and wanting more out of our retirement.

Having a sound retirement plan is essential.

If you want a great standard of living during your retirement, NOW is the time to start contributing to your pension.

No matter where you are in your financial planning journey, the Oaktree Financial Team have vast experience in pension planning for all types of income circumstances.

Your Personal Pension

Your personal pension is a long-term investment which aims to build up a pot of money that you can use to provide an income for yourself when you retire. 

You can invest money regularly and make one-off payments whenever you wish.

Personal Retirement Savings Account (PRSA)

Save more for your retirement with a flexible Personal Pension policy. 

Anyone up to age 75 can take out a PRSA, you don’t have to be earning an income to do so. You can also save tax on contributions you make to a PRSA.

Pension Transfers & Managing Existing Pensions

If you’ve started a new job you should explore the benefits of transferring your old pension to your new employer’s scheme or transfer to a personal arrangement to gain more control over your pension pot. Should you wish to consolidate multiple pensions into one pension for simplicity a Pension Transfer could be a very cost-effective action to take.

Your Personal Pension

Your personal pension is a long-term investment which aims to build up a pot of money that you can use to provide an income for yourself when you retire. 

You can invest money regularly and make one-off payments whenever you wish.

Personal Retirement Savings Account (PRSA)

Save more for your retirement with a flexible Personal Pension policy. 

Anyone up to age 75 can take out a PRSA, you don’t have to be earning an income to do so. You can also save tax on contributions you make to a PRSA.

Pension Transfers & Managing Existing Pensions

If you’ve started a new job you should explore the benefits of transferring your old pension to your new employer’s scheme or transfer to a personal arrangement to gain more control over your pension pot. Should you wish to consolidate multiple pensions into one pension for simplicity a Pension Transfer could be a very cost-effective action to take.

The Oaktree Team are with you every step of the way.

Book a chat today to begin your planning for your retirement with Oaktree. It’s never too early!

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