Build towards retirement with a clearer financial plan.
Whether you are building your pension, approaching retirement, already retired or living overseas, your arrangements should support the future and lifestyle you want.
Planning with purpose
A pension is not simply a product. It is part of a wider plan for the lifestyle, security and flexibility you want in later life.
We help you understand where you stand today and what choices may still be available. This can include reviewing existing plans, investment choices, expected income, options at retirement and how your arrangements fit with your current country of residence.
For internationally mobile clients
Pensions can become more complex when you have lived or worked in more than one country. Tax residency, local pension rules and transfer restrictions may all be relevant.
We will confirm the advice we are permitted and qualified to provide. Where necessary, you may also need advice from an appropriately qualified tax, legal or pension professional in the relevant country.
Areas we can discuss
Subject to your circumstances, eligibility and the scope of our services:
- Starting a personal pension or PRSA
- Reviewing existing pension arrangements
- Consolidation or transfer considerations
- Pension investment and risk choices
- Increasing or adjusting contributions
- Retirement-income planning
- Options at retirement
- Pension planning for business owners and employers
- Protection and succession considerations connected with retirement planning
A review can help you answer
- What pension arrangements do I already have?
- Are my contributions aligned with my retirement objective?
- How is my pension invested and what risks am I taking?
- What charges apply?
- When might I be able to retire?
- What income could my current plan support?
- What choices may be available when I take benefits?
Your retirement plan should feel understandable.
Bring us your questions and existing pension information. We will help you see the position more clearly.