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Nelson Life start your pension October 2019.pptx

Financial plan for 2020

A fresh start for 2020 – HAPPY NEW YEAR (AND DECADE!) Look at January 01 as a new opportunity for a fresh start with your finances. Taking small steps, making a financial plan and getting ahead early will help you get closer to any financial goals you have for 2020.   Dream and visualise what […]

Nelson Life your needs change talk to us today Aug 2018

Protection Research: One in four cancelled a healthcare appointment due to work commitments

10 November 2019, Dublin: Some 54% of under 35s claim that they or someone close to them experience stress or anxiety, with 35% admitting to having mental health issues, according to new research by leading insurance company, Aviva. These statistics are particularly stark relative to other age groups, where on average 41% of men and […]

Nelson Life pension deadline 2018

Pension advice and tax deadline

Calling all Employees and Self Employed Individuals – pension advice available If you are an employee or are self employed, then you have a once off opportunity to maximise your tax savings and increase your pension contributions. The Opportunity; You may be able to make a once off, lump sum payment into your pension before […]

Nelson Life start your pension October 2019.pptx

Pension advice.

Here are 4 quick tips if considering starting or searching for pension advice. Over the longer term your pension will become one of the largest assets you own. The earlier you start the better. 1. How much can you afford to invest into your pension fund? One disadvantage of building a pension fund is that […]

Nelson Life deposits not always the answer Aug 2018

Investment – risk and reward

Risk and reward. Understanding the relationship between risk and reward is a fundamental part of building an investment philosophy. Investments such as equities, bonds, property, cash/deposits and alternatives all have their own risk characteristics. Understanding how each asset class works is a key part of understanding how a diversified portfolio can help protect and grow […]

Nelson Life expertise Sept 2016

Your financial plan

Do you set time aside every year to look at and review your financial plan? If so, then we would like to hear from you. If you don’t, however, would like to discuss how it is done then we would like to hear from you! At Nelson Life, before we mention products and asset allocations, […]


IORPS Directive – property and pension

IORPS Directive (Institutions for Occupational Retirement Provision) The IORPS II Directive is an update on the original European IORPS Directive which was intended to be transposed into Irish Law on 13th January 2019. The Directive was not transposed on this date, however,  is expected to be transposed during 2019. There are two areas of concern […]

Nelson Life ARF v annuity customer age 66

Your pension options

New ways of working and retiring are being experienced. We are all different. At Nelson Life we appreciate that the attitudes and behavious of the senior members of our population is definitely different to that in the past. The new 50+ is definitely healthier, and more active than ever – taking a much more proactive […]

Nelson Life Ocober 31st 2016 Pension Tax Deadline

Pension tax relief for GMS & HSE health professionals

In the recent Budget there were no real major changes to pension tax relief. Read Nelson Life Budget 2018 here. Depending upon your employment category – Employee, Self Employed, Dual income or Director – there are many different types of pension contact that you can use to claim relief. The types of policy you may […]

Nelson Life save tax 3 easy steps Sept 2017

Income tax deadline – pension advice.

How to reduce your 2017 tax bill by making a pension investment: By contributing to a new or existing pension contract BEFORE 31 October 2018 or 14 November 2018 (Revenue On Line Service) you can elect to back date the tax relief to the 2017 tax year. If you need pension advice then please do […]

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