Simplifying Pensions for Employers and Employees

Starting a pension is one of the smartest decisions you can make. It could help ensure a brighter, better future to look forward to. When you’re choosing a pension, having all the information you need is key. So we’re here to help you select one that’s right for you. Simplicity and transparency are the two key ingredients to a successful Corporate Pension.

Every company is different, and we will tailor your pension to meet your needs and those of your employees. Your corporate pension scheme needs to take account of a changing world and be designed to suit your business and your employees.

The importance of good communication with your employees cannot be overstated. Pension & Financial will provide you with a full pension service customised to your workforce that will last throughout their lifetime with the company.

Retirement planning remains one of the few ways in which an individual or company can make retirement provisions in a tax efficient manner.

There are a myriad of rules and regulations governing pensions. Getting independent expert advice will help ensure that your retirement planning is structured to maximise the planning benefits that are available.

The key elements of retirement planning include:
• Retirement Goal Setting
• Getting Maximum Tax- Relief
• Developing an appropriate investment strategy
• Planning for Post Retirement Options – Annuities or Approved Retirement Fund/ Approved Minimum Retirement Funds
At Pension & Financial we specialise in tailoring your pension plans to meet all of these needs, and work to create a long and sustainable relationship with each and every client.

The earlier you start a pension, the easier it could be to build up your fund which will allow you enjoy a comfortable retirement. The first step is to estimate what your monthly pension savings should be in order to help secure the future you want. Our pension calculator has been developed to help you understand what is required in order to provide you with a reasonable living standard when you hit retirement age. Our calculator will help to decide the appropriate contribution.

 

Testimonials

Testimonials from our clients.....

John has provided invaluable and impartial advice and guidance for nearly a decade , he’s always available to make sure we have the best information available and make the right choices

Ciaran Lavelle, client since 2007
Sales Director Heavey RF

When it comes to the minefield of pension and financial advice there are loads of companies out there, but John helped us set up our first ever company pension plan with minimum amount of jargon. The employees found him easy to chat to and he was always there to lend advice and make alterations when the need arose

Dave Buggy, client since 2010
Managing Director, EES Ltd

John has been looking after us for many years now & we have always found him very professional & efficient in every way & always there when we need him, calls in several times a year with updates and sound advice on our pension needs. We would highly recommend John if you are in need of financial or pension advice.

Garrett Donnery, client since 2014
Director, Target Golf Management

John has taken us from an engaged couple buying their first house right up to setting up our own business and seeing our children attend college, he has provided expert advice throughout this time

Michael, client since 1994
Owner, plant hire business

12 Priory Office Park, Stillorgan, Dublin 18 (A49 N2V3)

+ 353 (0) 1 5637900

info@pensionandfinancial.ie

John Clare & Assoc lTD, T/A, Pension & Financial is regulated by the Central Bank of Ireland. Company reg number is 323124

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