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

Brochures & Forms:

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