As a young professional you work hard to build the life you want — your independence, your plans, your peace of mind. But what if an unexpected illness or injury suddenly kept you from working?? That’s where Income Protection comes in. It helps you secure your income so you can keep covering your rent, bills, […]
My Future Fund Portal is now live!
https://myfuturefund.ie/ Over the last few weeks we have seen increased awareness around pensions with an increase in SMEs looking to start a pension for their employees. Many employers recognise the benefit of supporting their employees in saving for their retirement. Next Steps – Employers: Don’t delay – […]
UK State Pension Rules Tightening Up for Non-Residents
Are you one of the many Irish non-residents paying into the UK state pension? If so the most recent UK Budget announcement around the state pension will affect you as the government set about tightening up rules for non-residents! The changes for non-residents take effect from April next year primarily affecting voluntary National Insurance contributions. […]
Auto-Enrolment – What Employers Need to Know.
1.Know Your Obligations Understand who must be enrolled, contribution rates, and deadlines to ensure compliance. Refer to the government website for more information on Auto-enrolment. There are also plenty of free webinars on offer from pension and HR providers. 2. Decide on your Planned Approach Employers need to decide if they wish to […]
Summer Book Giveaway
FOLLOW | LIKE | COMMENT – on this post to be in with a chance to win This year marks a milestone anniversary for us – 50 years of helping our clients secure their financial future. To say thank you for your trust and support, we are giving YOU the chance to win one of […]
Celebrating 50 years in business – May 2025
A little poem in keeping with our office tradition for special occasions as we celebrate 50 years in business. “Half a century—what a feat! A journey long, a tale replete. From humble start to heights so grand, With vision, heart, and steady hand. Through changing times and shifting trends, With loyal staff and trusted friends, […]
Don’t let market volatility shake your confidence !
Absolutely market volatility is making headlines and can be unsettling but it’s crucial to maintain perspective! If your financial goals and time horizon remain unchanged, there’s no need to adjust your investment strategy. Staying the course is often the wisest approach. Here are a few key points to help you stay on track… […]
Business Owners & Company Directors – Are you Auto-Enrolment Ready????
You might be wondering what auto-enrolment is, how it is different from the State Pension and how it affects you as an employer? Auto-enrolment is a new retirement savings scheme for employees which is being introduced by the government to cover ‘the pension gap’. Its planned to start on 30th September 2025 when employees will […]
Persist when others quit !
This is so true in our current environment ! What’s the “secret” to financial freedom? Persist when others quit. Grit and determination are key to success in many areas, including investing. Low points can be moments of opportunity, and how you react to them really matters—here’s the proof. pic.twitter.com/Dwyzvuru52 — Vanguard (@Vanguard_Group) March 12, 2024
The Financial Broker Panel
Really enjoyed taking part in the Financial Broker Panel earlier today hosted by Zurich Life in the Savoy Hotel, Limerick. It was great to hear Eamonn Twomey‘s insights on the future role of marketing and AI in our profession. Also nice to chat with Declan Maher and […]
