Pension Planners – The Why ?
Here is our explainer video about Pension Planners:
- What we stand for in this industry
- How we differ from other Pension providers
- Our personable approach to your Pension needs
- Long-term trusted partnership with our clients
- The importance of making the right decisions for your retirement goals
Take Control of your Pension
Our mission is to ensure that there are no surprises when it comes to your pension decisions, today and all the way through your retirement years ahead.
Do you like flexibility with your pension? Do you like having choice regarding where and how your pension is invested? Would you find it comforting to know you can change fund or provider at any...
Tax - Free Lump Sum Cash Ah the Golden Handshake that is tax-free cash at retirement, you can’t beat it. No literally, you can’t beat it. For higher tax rate payers, if I told you that the bank...
What if I want to access my pension early? Early Access to your Pension What if I told you that some pension structures allow you to access the fund from age 50, while others make you wait to age...
What our Customers Say
I have found working with Nick and his team to be a very good experience. They are professional, friendly, knowledgeable about their subject and respond quickly and efficiently to requests and enquiries. It is difficult these days to find personal service to the level that Nick and his team provide and so they stand out as an organisation with which it is a pleasure to do business.”
James McLeod, Kildare
“Mark explained the difference between and ARF and AMRF and an Annuity. Something I was struggling to get my head around. He then helped me pick a pension provider and managed the whole retirement process for me and will be supervising the funds for me in the years ahead. Very happy to recommend Mark to anyone approaching retirement.”
Mary Hennessy, Kildare
“Nick and the Pension Planners guys helped me extract my previous workplace pension and move it into a self-controlled bond that I can access from 50. I now control the full investment of it, and I am delighted with its performance to date. Really pleased with the service and knowledge levels the guys brought to this move.”
Piotr Mrozinski, Dublin
Nick Lawlor has been an incredibly supportive and accessible individual with regard to my retirement funds right from the outset and I couldn’t recommend his service enough.
Dr.Cliodna O'Callaghan, Tipperary
"Kieran and his team tailored a Plan based on my Income, Lifestyle and my retirement goals. I did nothing but sign the forms electronically. No stress at all."
Brian Treacy, Dublin
"Kieran reviewed my ARF and noticed that I was solely invested in cash. This meant that my fund was going to run out in 18 years. He changed the investment approach and we have now added 13 more years to the ARF. Delighted we engaged Pension Planners to review our existing pension funds."
Noel O'Grady, Galway
Have a Chat With Us
Our Friendly, Professional & Expert Pension team are here to help.