Pension Services

What we Do

Our Services

What is a Pension

A pension plan is a long-term savings plan, where regular amounts are built up into a fund for retirement.

Personal Pension

A Retirement Annuity Contract (RAC) is the formal name for what is more commonly called a personal pension.

Company Pension

It is a tax-efficient way for an employer to help ensure your employees are financially secure in retirement.

PRSA

A Personal Retirement Savings Account (PRSA) is a personal pension plan that you take out with an authorised PRSA provider.

AMF / AMRF

Approved (Minimum) Retirement Funds are available to you at retirement as an alternative to purchasing an annuity.

Executive Pension Plan

An Executive Pension is a pension set up by employers for executives or key employees of the company.

What is a Pension

A pension plan is a long-term savings plan, where regular amounts and/or one-off lump sums are built up into a fund for retirement.

Leaving Service Options

These are options open to you on leaving service where the employee was on a company pension.

Personal Retirement Bond

A Personal Retirement Bond (PRB), which is also sometimes known as a Buy-Out-Bond.

Pension Audit

To establish the funds the current pension is invested in and is that in line with your current attitude to risk.

Tracing Previous Pensions

State Pension is a payment which you may qualify for when you reach a certain age.

State Pension Benefits

State Pension is a payment which you may qualify for when you reach a certain age.

Pension Adjustment Order

A pension adjustment order designates a part of the pension for payment to a spouse and dependant children.

Group Risk Benefits

Group Risk cover includes Death in Service Benefit and Disability Benefit cover and is provided by an employer to its employees.

Self-Administered Pensions

A Self-Administered Pension is a corporate pension scheme with less than 12 members.

Pension Term Assurance

A Pension Term Assurance plan is a Revenue approved a plan designed to provide a lump sum payment in the event of death.

What is a Pension Trustee

A Pension Trustee is a person who holds and looks after pension assets for the benefit of members.

Defined Contribution Vs Defined Benefit

Company pensions are usually either Defined Contribution (DC) or Defined Benefit (DB).

Jargan Buster

Pension terminology explained in plain language.

Taxation and Pensions

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UK Pension Transfer

This is the complicated process of transferring previously held pension in the UK to Ireland.

Request Consultation Today

Contact one of our team today and request a consultation for one of the services. 

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