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Pension & Pre Retirement Planning

Pre Retirement - Pension Accumulation

For individuals this would usually be done through a personal pension, PRSA or an executive pension plan. There are plenty of pros and cons to each in a landscape that is changing quite rapidly at present. With either option you’ll be availing of significant tax relief and going a long way towards building a more comfortable future. Let’s have a conversation and see what works for you.

 

Pre Retirement - Pension Transfers 

If you’ve moved jobs or been made redundant in the past then it’s usually a good idea to have a conversation about your previous pensions. You may well leave them where they are, or it could be of benefit to move them to something personal. Either way, it’s good to know the facts and what your options are.

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