Planalife

Schedule of

Fees & Charges

Schedule of Fees & Charges

Life Insurance Fees

You may elect to deal with us on a fee basis.

Sample fee structure

  • Principles / Directors €100 – €200 per hour
  • Senior Advisers €100 – €200 per hour
  • Associates €75 – €100 per hour
  • Support staff €40 – €75 per hour.
Additional fees may be payable for complex cases or to reflect value, specialist skills or urgency, our scale of fees for such cases range from a minimum of €50 per hour to a maximum of €200 per hour. We will notify you in advance and agree the scale of fees to be charged

Pension Fees

You may elect to deal with us on a fee basis.

Sample fee structure

  • Principles / Directors €100 – €200 per hour
  • Senior Advisers €100 – €200 per hour
  • Associates €75 – €100 per hour
  • Support staff €40 – €75 per hour.
Additional fees may be payable for complex cases or to reflect value, specialist skills or urgency, our scale of fees for such cases range from a minimum of €50 per hour to a maximum of €200 per hour. We will notify you in advance and agree the scale of fees to be charged

Personal Retirement Savings Accounts (PRSAs) – Fees

 

Where advice is requested for PRSAs, the following hourly fees will apply:

  • Advisor fees: €50 – €100 per hour.
  • Support staff: €40 – €50 per hour.
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.

General Insurance

 

Brendan J Kelly Business Consultant / Insurance Broker t/a Planalife is remunerated by commission from insurers on completion of business. Where an override commission is received, this will be disclosed to you in general terms.

  • Brokerage fee: (Motor & Home) €25 – €100
  • (Commercial combined) up to 20% of premium
  • (Liability Insurance) up to 20% of premium
  • (Fleet Insurance) up to 15% of premium
  • Switch/alteration midterm: €10 – €25
  • Claims handling: up to 5% of claim
We will inform you of the amount of fee to be charged. Where it is not possible to provide the exact amount, we will provide you the method of calculation of the fee.
When arranging finance we may charge an additional percentage of interest on instalments up to a maximum of 2%

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