Category Archives: Serious Illness

Budget 2014 – Pensions, Inheritance Tax and Saving

Pensions The good news is that the tax incentives supporting pension planning remain Good news #1: Marginal rate income tax relief retained on pension contributions Good news #2:  No changes to the €200,000 tax free retirement lump sum limit Good … Continue reading

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Safeguard Your Pension

Recently we have seen episodes that have made people’s financial lives suffer approaching their retirement. Two particular episodes have made recent headlines: • Private U.K. pension company ‘Equitable Life’ has effectively gone out of business. Estimated total losses for the … Continue reading

Posted in Cork, Deposits, Financial Services, Income Protection, Investments, Life Assurance, Pensions, Protection, Retirement Planning, Savings, Serious Illness, Tax, Uncategorized, Wealth | Tagged , , , , , , , , , | Leave a comment

Your Last Chance to REVIEW & SAVE MONEY on your Protection Policy

Take advantage of a 10% PREMIUM DISCOUNT available for new policies submitted before the end of June. ONLY TWO WEEKS REMAINING TO SECURE YOUR LOWER PREMIUM. New improved Serious Illness Protection also launched from four companies within the last 12-18 months. … Continue reading

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Banking Presentation on Early Retirement & Redundancy-Financial Coaching

A recent workshop for staff on the key Financial areas to focus on when taking Early Retirement or Redundancy. Continue reading

Posted in Income Protection, Investments, Life Assurance, Mortgages, Pensions, Retirement Planning, Savings, Serious Illness, Wealth | Tagged , , , , , , | Leave a comment

Making insurance less sexy

As many of you know, from December 21 2012, the use of gender in calculating insurance premiums across Europe will be abolished. This means that when the unisex rates are applied, income protection for men and life cover for women is set to become more expensive. Continue reading

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Last Chance to SAVE MONEY on your Protection Policy

“Shopping around on life insurance deals could save €10,000”- Irish Independent Article on 14th March 2012 Was your policy arranged directly by a bank? Save hundreds and possibly thousands of Euro over the life of your policy by switching to a … Continue reading

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A price war is under way

Reasons why you MUST review your policy and get up to €1,000 CASH BACK Continue reading

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