Pension fund review
Your pension will become one the biggest and most important assets that you will own.
When did last have a pension fund review ?
While it is great that people start this saving early, the quality of your retirement will be determined largely by the amount saved each month (as well as the growth on the contributions).
Are you in the right product?
Maybe your circumstances have changed since you started your pension.
Changes can have a significant impact on identifying the optimal pension structure for you.
The risk profile of your funds
Nelson Life advocate diversification. However, your appetite for risk may have changed.
Charges
When was this last explained and do you clearly understand your options? If you have recently received a valuation statement and would you like someone to explain your options?
Tax relief limits
Tax relief rates, maximum allowable contributions, pension fund thresholds, tax free lump sums – your options at retirement (is your plan targeting a particular date?)
Want to know more? We are available to discuss your options, and we look forward to hearing from you.
Our job is to help you choose a product and structure that will help you meet your goals.
telephone | 091441188 and/or email | office@nelsonlife.ie
RETIREMENT & PENSIONS | INVESTMENTS | FINANCIAL PLANNING | LIFE INSURANCE
Nelson Life Limited trading as Nelson Life is regulated by the Central Bank of Ireland.
WARNING: Past performance is not a reliable guide to future performance. WARNING: The value of your investment may go down as well as up. WARNING: You may lose some or all of the money you invest. WARNING: These funds may be affected by changes in currency exchange rates. WARNING: If you invest into this product you will have access until you retire (Pension Products). WARNING: The above content does not constitute investment advice, as it does not take into account the investment objectives, knowledge and experience of financial situation of any particular person. Prospective investors are advised to make their own assessment of the information contained herein and to obtain professional advice suitable to their own individual circumstances. WARNING: The information contained in this document is based on our understanding of current tax legislation and the current Revenue Commissioners interpretation thereof and is subject to change including retrospectively without notice. This is intended as a general guide only and is not a substitute for professional tax, legal and investment advice.