Pension Review

Pension Review Service

Call Today on 01 870 0370 or Email colm@ckob.ie

  • Are you happy with your current pension provider?
  • Are you happy with the investment performance of your pension?
  • Is the value of your pension down on what you have invested ?
  • Has the investment performance of your pension being benchmarked against other pension investment managers ?
  • Are you clear on the charges that you have on your pension ?
  • Are you getting regular updates and feedback on your pension ?
  • Will you pension achieve its objectives when you retire?
  • Is their a service agreement included ?

Who would benefit from our pension review service

  1. Director of a company who wants a review of your own Directors Pension
  2. Self Employed and you want a review of your own Personal Pension or PRSA
  3. Employer or Trustees you want to review their pension scheme for your employees

What are the objectives of the pension review service

To give you a clear and concise report with all the updated information and facts, good or bad, on your pension incuding the following:

  1. Charges - and whether these charges are the norm or too high
  2. Benchmark the investment performance against similar funds
  3. Identify what exactly are the main issues in relation to your pension e.g. Is there a lack of information being provided? Are you not getting regular updates or feedback. Is there a service agreement included?
  4. Recommendation - A recommendation from us as to the best approach going forward?

Once we provide a client with all the relevant information they are in a much better position to make a more informed decision.

We will work very closely with you to ensure that we get you pension back on track and that its starts to achieve its objectives.

What do we charge for this service

We will charge a fee for this service and the amount of the fee we will agree with you before hand. The amount of the fee will depend on the amount of work and the complexity of the particular pension.

Our Advice

We would recommend that you get an independent assessment at least every 6 months. Once you have all the relevant information you will be in a better position to make a more informed decision as to the best course of action for your pension going forward.

More in this category: Savings & Investments »

About Cregan Kelly O'Brien

 

In 2007 Maurice Cregan and Colm Kelly established CK Financial Services to provide financial planning and advice to business owners and individuals. Tommy O'Brien, a General Insurance expert, then joined them in 2010, enabling them to meet the full financial needs of their clients. Financial Life & Planning Limited would deliver Financial Services, and O'Brien Cregan Kelly Insurances would deliver Insurance Broking services. Two Business Names were registered Cregan Kelly O'Brien Financial Planning and Cregan Kelly O'Brien Insurances

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Finance Life and Pensions Limited trading as Cregan Kelly O'Brien Financial Planning is regulated by the Central Bank of Ireland
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