Pensions & Retirement2022-05-03T13:57:36+01:00

PENSIONS & RETIREMENT

PENSIONS & RETIREMENT

Retirement planning is a cornerstone of wealth management today.

Everyone has different ambitions as to what their own retirement will look like. For some people, it may be early retirement and having the financial means to live their desire lifestyle into retirement years. For other people, such as business owners, being able to step back from the day-to-day responsibilities of their business and having more free time to enjoy life may be their goal.

We understand that each person has their own retirement goals and objectives and their need for a personalise retirement plan, that can incorporate more than one retirement scenario. This requires careful planning, matching the extensive tax advantages that are available to pensions with a carefully crafted investment plan to ensure your specific retirement goals are achieved. Your Acuvest advisor works with you throughout your life, guiding you to the best possible retirement.

Get in touch

Business Owners, Professionals & Directors

We recognise that business owners, professionals and company directors have different retirement planning needs, where pension planning forms part of an overall tax and succession planning strategy. As pension and investment experts, we specialise in putting the right retirement strategy and pension solution in place, designed specifically for your circumstances and retirement objectives.

Corporate Executives

As an employer, attracting and retaining key senior team members can be challenging in today’s competitive employment market. A company pension plan is an important, tax efficient way of generating long term wealth, but senior executives often don’t have the time to assess the extent to which their remuneration package will help them achieve their financial goals and objectives. We work with companies to develop specialised pension and investment advice services and solutions for these employees who tend to need personalised advice on how to manage their retirement savings and investments in the context of their overall financial picture.

Business Owners, Professionals & Directors

We recognise that business owners, professionals and company directors have different retirement planning needs, where pension planning forms part of an overall tax and succession planning strategy. As pension and investment experts, we specialise in putting the right retirement strategy and pension solution in place, designed specifically for your circumstances and retirement objectives.

Corporate Executives

As an employer, attracting and retaining key senior team members can be challenging in today’s competitive employment market. A company pension plan is an important, tax efficient way of generating long term wealth, but senior executives often don’t have the time to assess the extent to which their remuneration package will help them achieve their financial goals and objectives. We work with companies to develop specialised pension and investment advice services and solutions for these employees who tend to need personalised advice on how to manage their retirement savings and investments in the context of their overall financial picture.

How we work with you

Pension Scheme Selection

Choosing the optimal pension arrangement for you, whether an executive pension plan or Small Self-Administered Scheme (SSAS).

Personal Investment Plan

A personalised investment plan developed, based on your specific retirement objectives, broader asset base, interests, preferences and risk profile.

Your Dedicated Advisor

Your dedicated investment advisor provides ongoing guidance throughout your retirement journey.

Tax Efficient Planning

Maximising your potential pension fund, up to the Standard Fund Threshold or your Personal Fund Threshold, and planning for Chargeable Excess Tax where that applies.

Post-Retirement Planning

Alignment of pre-retirement planning and investment strategy with your desired post-retirement lifestyle and income needs, with ongoing guidance through your retirement.

Cost Focus

With €4.5bn AUA and a business model that precludes commissions, we seek to leverage our scale to deliver you the lowest possible investment costs, increasing your net returns.

Please note that the provision of this product or service does not require licensing, authorisation or registration with the Central Bank and, as a result, it is not covered by the Central Bank’s requirements designed to protect consumers or by a statutory compensation scheme.

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