Expert Pensions

I Have
I Had
I Need

Seasoned Saver

or Retirement Rookie?

If you don’t know the answer to any of these question, you need to talk to your local Pensions Expert...

Do you know:

You can access 25% of your pension tax free at 50?

What your pension options are?

How to fund your retirement lifestyle? 

The value of your pension?

How much do you really need?

Find Your Local Expert
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Finding your local expert...

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What can our nationwide Pension Experts do for you?

When you stop working, you need replacement income to continue with your lifestyle. Having a pension is not enough, it’s just the beginning of planning for your retirement.

Our community of expert advisors will work with you from now until the time you retire to ensure that your pension and retirement plan gives you the lifestyle that you deserve when work stops and life starts!

What makes us different

We use cashflow modelling to identify potential gaps in your future finances.

We invest your pension in funds to deliver the results that you deserve.

We use transparent charging structures to ensure you get the max value for your pension.

We have access to a wide range of pension options to suit your personal situation.

Nationwide Pension experts who are passionate about Pensions.

We use cashflow modelling to get a deep understanding of your current financial situation, to calculate your future situation and to identify any potential financial gaps.

From here, we then create a plan that’s tailored to you, providing the lifestyle that you want when you stop working. 

Your best interests are at the heart of what we do, and when you choose us, we work with you for life.

 
Find Your Local Advisor

Power Your Pension in 4 Easy Steps

it’s A Simple Process...

Step 01

Engage

Engage

All you need to do is to take the 1st step, to get in touch, we will take care of the rest and will make everything simple, easy & hassle free. We will get to know you and understand your goals & objectives.

Step 02

Build

Build

We then do all the research and hard work to find your old, maximise your current or create a new pension. We will also build a plan that gets you the most from your retirement pot so that you get the lifestyle you deserve.

Step 03

Discuss

Discuss

We’ll then explain your plan to you so that you know exactly what’s going on: how your money will be invested, the level of risk and types of funds. The extra benefits that you will get and how & when you can access your pension.

Step 04

Agree

Agree

Sign on the dotted line and off we go, you've just powered your pension. We will also agree how often you want to review your retirement plan.
Book Your Free Pension Review

CONTACT US

Drop in your details and we'll get in touch with you.

I Have
I Had
I Need
Powered by Trusted Advisors Group (TAG), a nationwide community of leading Financial Advisors who are passionate about Pensions.
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@expertpensions.ie Web: www.pax.ie

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