It has now been 6 months since we launched our Service Centre, a dedicated phone line service which gives clients the opportunity to have their queries answered instantly by a Financial Advisor. No need for an appointment and no irritating hold music!
Over the duration of this 6 months, our Advisors have taken over 1,000 calls from clients with varying queries in relation to their financial plans.
Some of the most common queries we've had are;
To discuss your Financial Plan with a Qualified Financial Advisor, you can call our Service Centre, Monday-Friday 09:00 - 17:30 on 01 8298500. We look forward to hearing from you.
IPF staff recently took part in a challenge to complete 10 million steps in 4 weeks, and we are delighted to confirm that we smashed that target, and then some!!
The aim of the challenge was to not only get us all moving, but to raise money for two very worthy causes while we did it. To date, €2,280 has been raised for the Irish Cancer Society and St Francis Hospice.
The 4 weeks culminated in a 13km hike of Howth Head on Saturday 26th to give us a helping push over that 10 million finish line!
Thank you to IPF Wellness Officer Michelle Farrelly for organising and to all those who participated and donated. Keep stepping!
Our donation link will remain open until 19th Aug 2022 so keep the donations coming! www.idonate.ie/IPF10MillionStepsforJuly
We are delighted to introduce our new Household Financial Planning service to our members.
We have found that our clients and their spouses often benefit from having a combined financial review, in order to get an overall picture of their financial objectives as a family.
We can now look at your household as a whole in order to maximise your overall financial position to your best advantage.
To do this, we engage in a four-step process;
As part of our Monthly Offers for 2022, those who book their household review in before the 5th of August will be entered in a draw for a €350 voucher for Ireland's Blue Book.
To book your Household Financial Planning review, go to:
Irish Pensions and Finance staff took on the Garda AFC recently in a football match in aid of St Michaels House in Westmanstown Sports Centre.
The IPF lads put up a brave fight but were outrun in the end by the impressive Gardai!
A great evening was had by all though with some great support from the sidelines! Looking forward to next year already!
James Burke, Anthony Dwyer and Grace Doyle from St Michaels House, presented with donation by Owen Dwyer, IPF, Patrick McElroy from An Garda Siochana and Neil McGroarty, IPF
Irish people are living longer in retirement, but how can you make sure your finances reflect that?
There is no reason why any of us should approach retirement with anything other than a positive outlook. The average life expectancy in Ireland has risen from 69.8 in 1960 to 82.3 in 2019*, meaning most of us will live longer and healthier lives in retirement. But for many retirement can be a gloomy prospect full of financial worries, not to mention the fear of ill-health or death. No matter what your personal outlook or financial position you can improve your retirement by taking some simple steps:
Managing Director & Founder Owen Dwyer