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Case Studies

John is 51 and has worked for 3 different companies over the last 20 years before becoming self-employed.

His total pension benefits are €200,000.

John consolidates his pension benefits from the various jobs he’s had into a PRB and withdraws 25% tax free immediately.

John uses the €50,000 to pay off the balance of his mortgage, and saves an extra €2,500 a month on mortgage repayments.

Pauline is 63 and had a terminal cancer. She had a very large DB pension.

This pension would have been useless to her family upon her death. We helped Pauline move this pension to a personal fund, withdrawing over €200k immediately, and making sure that when she passes her pension will be retained by her family.

Colette is 54 and had a very small pension pot of around 37k.

At zero cost to Colette, we moved her pension to a high-interested fund. Colette did not wish to withdraw any monies from her pension, but the higher interest rates and additional contributions will make for a much more comfortable retirement.

Sit back and relax. We’ve hand selected our customer service teams to ensure that our customers are dealt with by those that are most suitable to help. You can expect a phone call in the next 24-hours to discuss your pension in a no-obligation environment.