Pensions

Planning your Retirement

It is vitally important that a properly designed pension plan is established in order to provide financial security over and above what might be provided by the state. This will have a major impact on how you and your partner live in retirement. Mortgage & Investment Brokers advises on retirement planning for companies and individuals whether they are employees, self-employed, company directors or employers.

Risk questionnaire:

DOWNLOAD

Mortgage & Investment Brokers can:

1. Access up to 10 pension companies.
2. Talk you through setting up a retirement plan
3. Provide impartial advice.
4. Help you review your pension plan
5. Advise on maximizing tax relief.
6. Help you avail of Pr-Retirement Planning.
7. Help you to claim your pension. This is very important especially if your health is impaired.
8. Advise you through Post retirement Planning. Help you select the type of pension option that matches your future needs and explain the impact both at retirement and beyond retirement.

We provide the best advice service.

If you would like any more information on this contact Mortgage & Investment Brokers for impartial advice.

01 8550777

Individual or Work Place Pension

Mortgage & Investment Brokers will:

Talk you through retirement planning with groups and individuals

Compare your pension scheme against the current pension market

Talk you through each step to make sure you have the right pension arrangement

Advise on Pre and Post retirement Planning

Provide a review service to you

Group / Corporate Pension

Mortgage & Investment Brokers will:

Advise companies on the advantages to having a group plan

Advise companies on best trustee arrangements

Compare costs of new and audit existing schemes

Provide a review service to trustees and members

Advise on Pre and Post retirement Planning

Self-Employed Pension

Mortgage & Investment Brokers will:

Advise the self-employed on the tax advantages in retirement planning

Compare your pension scheme against the current pension market

Offer flexible payment arrangements

Advise proprietors, on how to use pension arrangements, to transfer company assets to their name tax efficiently

We advise on pre and post retirement Planning

Individual Property - individual names

Individual bonds

If you would like any more information on this contact Mortgage & Investment Brokers for impartial advice.

01 8550777

Do you Qualify for Investment

Download, complete and return our questionnaire to see if you qualify for investment:

INVESTMENT QUESTIONNAIRE

Useful Pension Tools and Resources

Pension Warnings

Warning:

Past performance is not a reliable guide to future performance.

The value of your investment can go down as well as up.

These funds may be affected by changes in currency exchange rates.

If you invest in this product you may lose some or all of the money you invest.

If you invest in this product you will not have any access to your money until you retire.

As a Broker

As a Broker we must offer you the best advice, bank advisors or insurance company reps or tied agents do not have this requirement.

We hold higher than the required amount of professional liability insurance this is not always the case with bank advisors or insurance company reps or tied agents.