Is your pension with a previous employer?
You control your pension and not your ex-employer
You could access this pension from age 50
How much is this going to cost me?
Here’s the good news, we are paid by the pension providers; you do not have to write a cheque!
With all pensions there is a management fee associated with managing the fund. This is deducted from the respective pension at source.
You have moved on, but has your pension?
Busy professionals across Ireland are changing jobs but often leave their pension behind.
We specialise in helping our clients take back control of their pension savings from their ex-employers.
IT Professionals
Accountants
Engineers
5 Steps to Securing Your Own Pension
It all begins with a quick chat with no obligation
Step 1 - Track down your old pensions
We help you find and trace your old pensions. We liaise with all the major pension companies. You may have pensions you might not even know about!
Step 2 - Present options
We clearly spell out what your options are for your old pensions and advise on which route is most suitable.
Step 3 - Choose pension strategy
Our expertise helps you choose the right investment and strategy. We will send you our risk assessment tool and a brief form to help us guide you to a suitable pension strategy.
Step 4 - Formal advice
Just before we submit the paperwork with your new pension, we spell out in plain English why this is a suitable option for you and the associated costs and fees. Nothing is set in stone until you are comfortable with everything and sign off on this advice.
Step 5 - New Pension Setup
We setup your new pension that you can access from age 50. We will then check in with you annually to ensure that the pension strategy is still suitable and appropriate
Our Partners
We have strong working relationships with Ireland’s leading pension providers.
As heard on
Online Application
30 Seconds to see if you can save and download our guide
Our 30 second assessment will let you know if you are in a position to take control of your own pension. You may be able to access your money from your pension from aged 50. Download our simple guide for more information!
Your Pension Advisers
Will and his great team will help you through the process.
Take Back Control of your pension today
A word from our clients
“I was very taken that Will took such care to ensure that my retirement needs would be met under any new plan we made, and took a very holistic view of my plans and incorporated them into the strategy fo my future planning- it was not just about me in this moment, but “future me” in a responsible and ethical way.
The communication and feedback in terms of customer service and follow up is impeccable. Fast and efficient and all three of the people I’ve dealt with in this company have been friendly, spoke plain English and made sure I was happy and comfortable with everything before we moved forward.
Pension and retirement planning stopped being words on a page or a nag in the back in my head, and became a partnership with people who had the skills and knowledge to work with my wishes to make them a reality.”
Denise, Kildare.
12 Lower Hatch Street Dublin D02 R682
info@pensionowl.ie
01 639 2908