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10 reasons pensions make sense

Should I start or restart a pension? 10 reasons pensions make sense Recent research commissioned by Aviva has revealed a stark disconnect amongst adults in Ireland when it comes to pension planning. The research, based on a representative sample of 2,000 adults, found that only 34% of them had a private pension. Furthermore, two-in-five of

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October 31st Tax Saving Deadline

Making the most of the tax relief available if self-Employed or PAYE If you are self-employed you must calculate your tax liability and make a payment by 31st October 2019 (12th November if registered with ROS) in respect of your: 1. Final Tax Assessment for 2018;                                                    2. Preliminary Tax for 2019. The good news… You

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The Early Bird

The importance of an early start in retirement planning It doesn’t cost as much as you think There are choices you make in life that will have a huge impact on your future. Starting a pension for your retirement (yes it’s a long way away) is one of those choices because the earlier you start

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When should you get financial advice?

The Benefits of good Financial Advice Financial Advice in Wexford When should you get financial advice? Most people could probably benefit from seeing a financial adviser, but when are the best times in your life to see one? Immediately? In ten years? Every year? Life events One answer is to say that you should visit

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Office Administrator Vacancy Gorey

Office Administrator Financial Services– Gorey, Co. Wexford Job Summary Southeast Financial services, provide independent financial planning including Pensions, Investments, Life assurance and Mortgages. Due to continued growth, an opportunity has arisen for a Financial Planning Administrator ideally with insurance, banking or financial services experience to join our team. As an administrator you will be a key

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Pension Review, does this sound like you?

This week a client contacted us for review of his pension . He is aged 33 of age and currently paying 300pm into a pension with a likely retirement age of 68yrs.  My first task was to research his case whereby I found the following issues, firstly his pension was not being reviewed on a

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Planning your pension can benefit your health

Here is one good reason you should be prepared for the future in order to full enjoy the present and your health. Firstly you might commit to taking regular exercise, eating healthy and visiting the doctor for check ups but have you thought about how financial anxiety can affect your health and overall well being. 

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A host of links to all things pension

This week we would like to offer you a whole host of helpful links to articles about pensions that have appeared in national press in previous weeks. We would love you to get in touch if you would like more information and if we can help in anyway at all. Are you thinking of  getting

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Women and Men think differently about retirement

In a recent survey, outlined in The Journal article , the findings showed a significant difference between how men and women think about retirement The article states “WOMEN ARE FAR less likely to be preparing for their retirement than men, according to new research in Irish pensions. While the gender pay gap is an issue

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Retirement savings British pound coins in birds nest egg

Zurich Study reveals lack of pension knowledge

 Zurich Life carried out a pension survey last year in order to demonstrate just how informed people were on pensions and to see what effect lack of information was having on people’s decision to start a pension and plan for their retirement. The full article and stats can be found HERE and below are some

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