Up until recently if you as a client had asked for an ‘ethical’ investment fund, we might have been advising that you were leaving some money behind you in order to ‘salve your conscience’. However the data now tells a different story and Peter Smith, Investment Director of Aviva Investors, is championing their environmental, social… Read More
Personal Finance Blog
Life Expectancy Calculator… & Life Insurance premiums?
People are living longer so life cover for most age groups is getting cheaper. However this also means that you may have to survive for longer on a state pension which is currently only €230 per week! Responsible financial planning requires that you take out both a life cover and pension plan. With Ocean.ie you can… Read More
When you say goodbye to your old employer, don’t say goodbye to that pension
Don’t lose track of your pension especially when you move job! If you had thousands in a bank savings account, you would remember keep a good eye on it. You should think about your pension like that. Do you know and understand where your pension is invested? Or even how much is there? As we… Read More
New Year Revolution! Top 12 Money Saving Tips
HOW TO REDUCE YOUR INCOME TAX BILL NOW IN ONE FELL SWOOP INCOME TAX AND PENSION DEADLINE – WHAT HAPPENS ON 16 NOVEMBER 2019? Although, like all dates, it comes around each and every year, this one can throw up more than its fair share of complications on an annual basis. On or before 16… Read More
Zurich pension funds show good returns over 25 years
25 years ago feels like another era, the time of the collapse of communism and the fall of the Berlin Wall. Pension clients of a certain vintage may find it hard to believe that was back in November 1989, that Zurich Life (formerly known as Eagle Star Life & Pensions) launched the Balanced, Performance and Dynamic Managed Funds –… Read More
