Senior financial advisor with 17 years experience in the Life and Pensions industry, specialising in wealth management services. "I love working for a company where the needs and wants of its clients are paramount to every decision made within the organisation."
Let’s face it, we’ve all had the ‘what would you do if you won the lotto’ conversation? Tales of sunny islands, spectacular parties and substantial sharing of funds among friends and family normally spring to the top of that wistful and dreamy list. Without comparing winning the lotto to your retirement years, after 40 – 50…
The IORP II directive set down modernised rules for EU pension funds to better protect pension scheme members & their beneficiaries. What is the significance for Irish Pension Schemes? IORP II was transposed into Irish law in April 2021. The changes introduced have a significant impact on the role of trustees of occupational pension schemes…
