Latest Thinking

Stay up-to-date here with the latest industry news, insights and advice for businesses planning pension schemes.

Financial planning is not about products

Here’s a typical scenario that we’ve been seeing of late. An investor goes to a wealth manager for advice on how to invest their surplus cash, as bank deposits are no longer attractive. They might be seeking advice as a result of maxing out on pensions, selling a... read more

What does your future life look like?

The world of financial planning has evolved enormously around the globe in recent years. As part of this evolution, a small band of specialist financial planners in Ireland have built expertise in helping clients achieve their best life possible, through careful... read more

The value of financial planning for busy executives

Time may be life’s most scarce resource for busy executives today. There never seems to be enough hours in the day, whether that is as a corporate leader in a successful organisation, or managing the wide array of diverse challenges when running your own business. Why... read more

2020 in Numbers

The Year of COVID-19 2020 was the year Covid-19 arrived and while thankfully the rollout of vaccines has started, we are still unfortunately in the midst of a difficult period. Globally: Over 92m cases 2m Deaths Economies came to a shuddering halt Markets wobbled but... read more

In Vogue Defined Benefit Pension Products

In Vogue Defined Benefit Pension Products – Is it a product? Is it a service? Is it advice? (sadly it is not a superhero coming to solve all Scheme woes!) Ten years ago, much of the Irish Defined Benefit Pension universe was in the throes of section 50’s, funding... read more

Practical tips from a lifetime of investing experience

Plan, plan and plan again is the basis of investing Investing isn’t a short-term pick-a-stock, pick-a-market game that’s measured over days or weeks or even months. Instead, the secret is to plan ahead, to remain measured and consider investments over periods of at... read more