Sharing this podcast from Standard Life as I feel it’s so relevant. Standard Life have produced their 2nd series of podcasts around women and pensions. Hosted by Sonya Lennon it covers important topics with a great mix of insightful guests, including Richard Hogan, Mary Kennedy, Aisling Hassell and Sinead McEvoy. Click on the link below […]
Toomevara Father wins landmark case securing pensions for bereaved partners!
I am sharing this case around pensions for bereaved partners. It is a landmark case which has secured equal treatment for all bereaved partners including spouses, civil partners and qualifying cohabitants. The fact that John O’Meara is from my father’s birthplace in Toomevara is even more meaningful. A little background on this case – John […]
The rising cost of your trolley!
We have all noticed the rising cost of goods in our shopping trolley in recent times! Recent data shows that grocery prices in supermarkets are now more than 5% higher than a year ago, far outpacing the general inflation rate of 1.6% for June 2025 in the last 12 months (ref CSO). The rising cost […]
The Psychology of the Markets
Recent events have highlighted that stock markets are deeply influenced by emotions, and not just rational analysis. This phenomenon is known as ‘market psychology’ and refers to the collective sentiment and behaviours of investors at any given time. Market psychology encompasses emotions such as fear, greed, optimism and anxiety which can drive markets to move in particular aways that are not always justified by fundamental data. For […]
Important Notice re Auto Enrolment
The new Auto Enrolment scheme called “My Future Fund” designed to help over 800,000 workers to begin saving for their retirement was due to start this September 2025. However last week the Government confirmed that the start date for “My Future Fund” is now being pushed back until 1st January 2026 so that the collection […]
Looking for something to do this May Bank Holiday weekend???
The May Bank Holiday marks a welcome long weekend – giving us the perfect opportunity to relax, enjoy time with loved ones, or explore new experiences. Have you plans for the weekend? You may be planning on simply enjoying a restful day, catching up with friends or maybe a getaway. If are in Limerick why […]
Happy International Women’s Day 2025
As a female CERTIFIED FINANCIAL PLANNER ™ I’m passionate about helping women take control of their finances. As women we often talk about career growth and the workplace but we often forget our finances. Only 23% of women globally take charge of long-term financial decisions. The lack of involvement can lead to financial vulnerability especially […]
Focus on helping the planet through small changes !
As we head into another new year we often think of improving ourselves in some way, shape or form! I listened to a very interesting podcast recently “Impactful Environmental Resolutions We Can Make” – by Jo Linehan. This had a particular focus on things we can do to help the environment and reduce the effects […]
Pensions and More Pensions !
This year has brought a lot of legislative changes particularly around pensions, with more to come in 2025. There has been a lot of changes and as we approach the end of the year we thought we would do a quick summary of these: PRSAs (Personal Retirement Savings Plans) These gave opportunities to Company Directors […]
The Three C’s of Investing !
Equities posted significant gains during November especially in the US which responded positively to Trump’s election. This was fuelled by optimism around potential economic policies like tax cuts and deregulation. The S&P 500 is up nearly 6% for the month of November – its strongest monthly performance so far this year. The ‘Magnificent Seven’ a […]
