Expert Pensions

We are the Pension Experts

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

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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.

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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.

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Testimonials

BCCA have used the team at Expert Pensions where expert pension, investment, and asset planning advice has been needed for our clients. We have found them to be professional, knowledgeable and informative in all interactions and an excellent value add on to our clients. We would be happy to recommend them going forward.
Conor O’Hara has been engaged by our firm to provide expert pension and investment advice when needed for our clients. This is an area where our firm feels more comfortable with outsourcing to a specialist such as Conor and we have been extremely happy with how it has worked to date. We find Conor and his team hold a vast wealth of knowledge in this space.
Sandra Clarke FCA AITI PartnerBCC Accountants & Auditors
We have worked with Paul Merriman for the last 12 years. We find him and the firm very professional and trustworthy to deal with. They have consistently provided advice which has led to exceptional returns for our clients. We have no hesitation in recommending both Paul Merriman and the team to our clients for all their pension requirements.
Meehan & AssociatesAccountants and Tax Advisers
I have dealt with Paul Merriman for over 10 years now and found him extremely professional in all his dealings with me and my many clients. I have no hesitation in recommending him to anyone.
Aoife KellyKelly Accountants
Our expertise of Accounting and Auditing with Expert Pensions insight in solid financial and pension planning will actively compliment our clients’ growth for years to come. We have built a solid business relationship with the team and we are energised to develop a new portfolio of services for our client bases together in 2019
JKAccountant, Dun Laoghaire, Dublin
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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