Let us Find The Right Pension For You

Everyone needs to plan for the future. While retirement may seem a long way off, starting a pension sooner rather than later can make a big difference when you eventually retire but the big advantage using a pension to plan for your retirement are the tax benefits that pensions still enjoy.

  • You get tax relief on your pension contributions.
  • Your pension fund grows tax-free.
  • You can take a tax-free lump sum when you retire.
Whether you are just starting out or already have an existing pension, we will guide you through the options to help you find the pension account that best suits your needs.

Tale of Two Pensioners (Testimonial)

Where is Your Pension Invested?

It is extremely important that you are aware where your pension is invested. All funds now are rated in line with the ESMA Risk Rating Scale of 1 to 7. Here at Planalife we access your attitude and capacity for risk before recommending any investment fund to you. Therefore all recommendations are tailored to each clients individual circumstances and needs.

Additional fees may be payable for complex cases or to reflect value, specialist skills or urgency. We will give an estimate of this rate in advance of providing you with services. If we receive commission from a product provider, this will be offset against the fee which we will charge you. Where the commission is greater than the fee due, the commission will become the amount payable to the intermediary unless an arrangement to the contrary is made.

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