Expert Pensions

We are the Pension Experts

We are on a mission to change the way that YOU think about pensions.

WHY?

There is a growing deficit in the state pension fund

There is a growing gap in people’s retirement funds

There are shifts in the state pension provision and entitlement

Our growing and ageing nation is causing a strain on the National Pension Fund, soon there will not be enough people working to support the people in retirement.

People are either not saving enough or not saving at all for their retirement, they think they’re covered with the state pension.

The state pension will only go so far in supplementing your client’s income in retirement.  It’s never been more important to have a private provision in place

Pensions are extremely tax efficient, with the right management and maintenance a pension could be your clients most important asset (after their home) 

Join Our Pension Webinars

Designed specifically for professionals

Expand your pension knowledge on legislation changes, gain insights into trends and find solutions to your client’s retirement challenges. 

We’ve developed a series of pension webinars that are designed specifically for professionals. Giving you the knowledge and tools that you need to support your client in securing the retirement that they deserve.

Keeping you up to date with legislation changes, insight into trends and solutions to challenges that your clients will are facing in the retirement planning landscape.

Expand your pension knowledge to engage and guide your clients to build and grow the retirement plan that they need to fund their lifestyle when they stop working.

All of our pension webinars are FREE and may be used to towards your annual CPD requirement.

JOIN OUR PROFESSIONAL SERVICES FEE BASED REFERRAL PROGRAMME

Extend your service offering and earn extra income.

Partner with Expert Pensions to offer additional services, earn some extra income while your clients get the retirement strategy and pension planning they require.

We provide in-depth financial analysis and cash flow modelling which is crucial in retirement planning.

From here we then create a retirement strategy and plan that’s tailored to each of your client’s situation, providing lifestyles that last, when they stop working stops.

We will review and assess existing private pensions or to set up a new pension to ensure they have the right plan in place to reach their retirement goals.

5 Partnership benefits

Extended services portfolio

Commercial Arrangement

Personalized client service

Quarterly Partnership Review

Market & Industry Updates

Providing your clients with in-depth financial analysis and cash flow modelling to get a deep understanding of current financial situations, to calculate future situations and to identify financial gaps which is crucial in retirement planning.

Testimonials

Get in touch with the experts today

Fill in your details to get more information on our Fee Based Referral Programme

Fill in the below details to speak with a specialist pensions advisor:

Pax Asset Management Dac., t/a Pax Asset Management, Pax Financial Planning, Income-Protection, AskPaul, Expertpensions, is regulated by the Central Bank of Ireland, Registered No. 461783. Directors: Paul Merriman, Conor Byrne, Ian Britton. 10 Sandyford Office Park, Sandyford, Dublin 18. Tel: 01-2955766 Email: info@pax.ie Web: www.pax.ie