As your financial partner we work with you to ensure your finances are being managed in the most appropriate, lucrative and professional manner. We will never recommend a financial product that is not suited to your needs. We appreciate that in today’s current climate every cent counts but we also understand how important it is to safeguard your future. We can and will work with you to help ensure you can manage your finances today whilst still investing for tomorrow.
Irish Pensions & Finance – Different & Better
As opposed to some of our competitors Irish Pensions & Finance offer all our clients FREE one-to-one financial consultations with our highly qualified team of financial advisors. We pride ourselves on the consultative approach we adopt with all of our clients recommending financial products or changes to financial products only where required. We believe it is this honest, consultative approach to our business that sets us apart from the competition.
We offer all of our clients free annual financial reviews to ensure we continue to understand your circumstances and to enable you to review the performance of your AVC plan.
Our highly specialised team of financial advisors have developed particular expertise in relation your main superannuation scheme and the other pension options available to you. If you have any queries at any time in relation to your pension, Irish Pensions & Finance are here to answer your query. In addition we ensure all of our clients are kept informed of any changes to the pension scheme via our quarterly newsletter and mail shots.
The investment management fee is typically 0.75% per annum.
All regular premium Plans are subject to a policy fee of €3.81 per month, a 2% payroll deduction charge and a 5% bid/offer spread.
The other charges on your Plan depend on your term to retirement and the size of your premium. To find out more about your other charges, please contact Irish Pensions and Finance.
The AVC plan administered via Irish Pensions & Finance has been set up via your employer to ensure your AVC deductions are taken straight from your earnings. This means zero hassle for you but more importantly it guarantees administration of tax and PRSI relief immediately at source.
We can provide you with a wide range of pension funds to choose from. We will provide you with expert advice based on our understanding of these investment options to help steer you to the investment option that will best suit you and your attitude to risk.
On approaching retirement you will need access to sound financial advice to ensure you maximise your pension benefits when you finish working. Irish Pensions & Finance will be there to ensure your financial transition from work life to retirement happens smoothly and with maximum financial benefit to you.
Whilst Irish Pensions & Finance are renowned for their provision of pension related products we can also offer you a range of financial products and advice relating to the areas of life insurance, income protection, mortgages etc. If you would like to receive a quote from us for any of these financial products please speak to one of our financial advisors who will assess if we can help save you money now or increase your range of benefits.
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