Pensions & Savings

Retirement planning can be a complex business, so it is good to know you have instant access to all the expertise and experience in one place. We can all understand how difficult it is to save up and build a nest egg in order to buy a house or make provisions for a pension or school fees.

The financial market place offers an array of savings and pension solutions, some good, and some absolutely awful. Choosing a Saving or Pension plan that suits your personal circumstances is essential if you want to make your hard earned money work harder for you.

Pension review - Pensions are complicated. You may be entitled to a range of pension options that appear very similar. This is where Wellington can make the difference, by letting us make sense of what’s on offer and helping you choose what’s best for you.

Tax structuring – We would all like to pay less tax. But how can we do it without falling foul of the tax man? There are many tax options available, and some are better than others. So we’ll help you make the right choice.

Some often overlooked but essential considerations we should think about before setting up a pension or saving plan:

Have you been, or will you be working overseas ? Are you self employed or do you work for a company ? What are your financial objectives ? etc..

Only after a comprehensive fact find on your specific circumstances can the most suitable advice and solution be offered.

We have major Pension and Saving plans available from National and International providers that will cater for your requirements. Do not leave your savings and pension planning to chance.

If you want to review your Retirement Annuity Contract - RAC, Personal Retirement Savings Account (PRSA) or any other type of Personal Pension plan then one of our specialists will be happy to assist you.

We also provide company pension schemes and group pensions.

Please do not hesitate to contact us for any further information, quotations on any type of pension or for a complete review of your existing pension plans.