CONSULTANCY
We offer a range of consultancy services to intermediaries and their clients, our experience and unique skill set allow us to provide a wide range of services to pension scheme professionals and clients alike.
PROFESSIONAL ADVISORS
- Structuring investment product to ensure compliance with Revenue pension and legislative requirements
- Advising on re-structuring of syndicated investments
- Providing an on-going technical support and advice function for advisors
PENSION SCHEME CLIENTS
- Advising the self employed of the pension benefits and the steps involved in incorporating their business
- Re-negotiating pension scheme loans with financial institutions
- Dealing with the Revenue Commissioners and Pensions Board on behalf of clients regarding specific issues arising
PENSION SCHEME TRUSTEES
- Advising and assisting pension scheme trustees on meeting their fiduciary and legislative
obligations and responsibilities through our dedicated trustee service and trustee training facility
- Chairing trustee meetings or sitting on trustee sub-committees
- Advising scheme trustees on an ad-hoc basis
- Acting as a mediator in dispute cases between scheme members and trustees
ACTUARIAL SERVICES
- Providing advice around the structure and obligations under DB arrangements
- Advice on the winding up of DB arrangements
- Other Actuarial Services include – Executive Remuneration Planning, Financial Projections, Loss of Earnings Calculations and Expert Witness Services
UNIT TRUST SERVICES
- Offering an exempt unit trust structure to syndicate pension investments
PENSIONS ADJUSTMENT ORDERS
- Advising on the drafting and implications of Pension Adjustment Orders
