If you already have a pension plan you probably know that it is an extremely tax efficient way of saving money for your retirement years.

However, your pension plan needs to be reviewed regularly to make sure you are fully up to date and informed of changes and developments which may affect you.

Some of the things that individuals needs to check regarding their existing pension arrangements include:

  • that they are invested in funds that still match their attitude to risk
  • their existing arrangements are appropriate to the stage they are at in their pension investment cycle
  • they have up to date valuations on their policies
  • they know the direction on what exact retirement benefits they are trying to achieve

Proper pension advice 10 to  15 years from retirement is a sensible investment for those people who put the time aside with a qualified pension advisor to assess and employ an effective pension funding strategy.

A review of your existing pension arrangements including most importantly your fund choices, will give you an indication of the type of portfolio which will best assist you in reaching your retirement targets.

If you would like more information on any aspect of retirement planning we are here to help you with any questions.


Contact us

Tel:        1800 303 652



According to figures released by the Central Bank of Ireland, the number of young people with pensions has reduced dramatically since the recession.

To read the article, please follow this link; Pensions




Take a look at some future developments in the pension world – five key pension trends.

To read the article, please follow this link; Five key pension trends