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All articles in the ' Retirement Planning ' Category

Pension Options for Retirement

What Are My Pension Options for Retirement In previous blog posts I have discussed many topics covering investment performance, charges and commissions and the impact on pension funds. However, one of the most important financial decisions any investor will make is how to draw down their pension when they retire. The options are complicated, and […]

Irish Investors regularly paying too much for their Pensions and Savings.

Irish Investors regularly paying too much for their Pensions and Savings. I’m getting so frustrated with the high charges being applied, under the radar, to pension and lump sum investors out there. I am losing count of the number of clients that have come to me recently for financial planning services, who were being charged […]

Why I don’t like Model Portfolios

Why I don’t like Model Portfolios The pace of evolution in the financial advisory industry is accelerating and this is leading to better financial products and improved advice for clients. One of the notable trends in the Irish investment Market over the past 2 years has been the introduction of Model Portfolios. Some of the life assurance companies […]

Free Pension or Investment Fund Analysis – For February only

Free Pension or Investment Fund Analysis – For February only, No catch, No sales pressure and No obligation. Ever wonder how your investment / pension funds are performing, or wonder if you should move to another investment manager? We are offering our valuable analysis service free for the month of February. The service is a comprehensive independent assessment of the performance […]

Interesting Test Level For Markets

Interesting test level for markets Markets have a great run over the past few weeks,  from 31st December when the US Congress resolved the short term Fiscal Cliff issues, to recent days where markets seem to have stalled. More importantly though, stock markets have been rising for almost 4 years now. I accept that this was […]

Pension Charges – Do you know what you are paying? Irish Times

Pension Charges – Do you know what you are paying? Irish Times article by “David Quinn” Investwise It’s about time the findings of the Pensions Charging Report were issued. I completely agree with the findings and think the industry in general charges far too much for bad advice. I would urge everyone to check what […]

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