Paul McGonigle

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PENSIONS AND RETIREMENT- continous review is a vital element of any Pension


PERSONAL PENSIONS / PRSAs – Personal pensions and PRSAs provide tax efficient methods of saving for your retirement. They are essentially a long-term savings plan whereby you make regular contributions to help you build up an income for retirement but can avail of generous tax breaks on your contributions. Our experts will form your plan to suit your needs and regular review will ensure goals are met.

 

GROUP SCHEMES – Our advisers have vast experience in arranging Group Pension Schemes for your employees as well as Executive plans for directors. We will ensure that you and your employees are getting best value for your premiums and that the underlying funds meet your ambitions.  This will result in happier and more motivated employees; lower staff turnover and ultimately increased profits.

 

RETIREMENT BONDS  - Do you have a preserved pension with a previous employer? Do you have a pension in the UK or overseas that you wish to repatriate? You can take control of your investments by transferring the value to your own Retirement Bond. Opportunities for transfer have never been better for our clients and we take the hassle out of the process.

 

APPROVED RETIREMENT FUND/APPROVED MINIMUM RETIREMENT FUND – Are you in or nearing retirement? Our firm will advise as to the best options in respect of post retirement products. Not being tied agents we are uniquely placed to provide impartial advice on your ARF and AMRF options to ensure that your retirement fund is preserved.

 

ANNUITY – An annuity is a series of guaranteed payments (income) made to you throughout your retirement. We are agents of a wide range of annuity providers in the market and are ideally placed to provide you with the most competitive products based as always on your requirements.

 

PENSION REVIEWS– We can look at your current pension plan and carry out a review detailing fund performance, current charges projected retirement values and make recommendations on how to improve performance if necessary.

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Last updated Wednesday 18th of October 2017 keeping up to date 24 hrs a day 7 days a week - have a good day
copyright www.paulmcgonigle.com 2011 all rights reserved - recommend us here

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