Have you previously work in another country on a permanent basis for over a 5 year period?
Have you previously work in another country on a permanent basis for over a 5 year period?
1. Locate your overseas pension
2. Get up to date documentation and fund valuation
3. Assess your pension options of transferring taxing into account the tax implications, access and inheritance benefits
1. Locate your overseas pension
2. Get up to date documentation and fund valuation
3. Assess your pension options of transferring taxing into account the tax implications, access and inheritance benefits
If you are someone who has worked abroad and have not yet transferred your pension, it may be worth your while to look into this in greater detail. It is however very important that you do your homework before any decision is made as it may or may not be the best decision for you. It mainly depends on the transfer value that your ex employer is offering you versus the pension they are projecting at your normal retirement age. This differs from company to company.
If you are someone who has worked abroad and have not yet transferred your pension, it may be worth your while to look into this in greater detail. It is however very important that you do your homework before any decision is made as it may or may not be the best decision for you. It mainly depends on the transfer value that your ex employer is offering you versus the pension they are projecting at your normal retirement age. This differs from company to company.
Money Maximising Advisors have years of experience in overseas pension transfers and helping people make the correct decision on whether or not they should transfer their pension back to Ireland. If you would like to locate your pension and/or request a transfer value from your ex employer, we can help you assess the best option for you. If you would like more information on overseas pension transfers, please fill in the form below and we will send you more information.
If you would like to find out more information on the pension services that we offer and get a quotation, please contact us on:
Other Products You Might Be Interested In
Pensions
A pension is a long-term savings plan for your retirement. Unlike a regular savings account, money invested in your pension can earn important tax breaks. When you retire, and look to access to your fund, the benefits can be drawn down in a tax efficient way. The earlier you start your pension, the cheaper it is for you to provide the income you want in retirement.
Public Sector AVCs
We offer AVC Advice for Teachers, Nurses, Doctors, Gardaí, etc, and any other public sector profession. The main reasons civil servants should pay into an AVC is to fund for the maximum tax free lump sum available.
Previous Pension Benefits Advice
Assess your previous pension options (for both defined benefit and defined contribution) in relation to
- Early access
- Transfering your pension
- Taking an Enhanced Transfer Value
Public Sector Superannuation Advice
Superannuation is the name given to the benefits and entitlements that public sector workers are entitled to.
If you are a public-sector worker, for example a nurse or doctor, teacher or lecturer, a guard or an army officer etc, then you need specialised financial advice as your benefits and entitlements are both complex and unique to other sectors. Our team has vast expertise in the public sector.
Redundancy Advice
If you have recently been offered a redundancy package from your employer and are considering taking it, it is very important for you to educate yourself and understand all of the options available to you in relation to how you accept this redundancy package.
© 2020 Money Maximiser | Money Maximising Advisors Limited is regulated by the Central Bank of Ireland - C154250 | Privacy Policy
Other Products You Might Be Interested In
Pensions
A pension is a long-term savings plan for your retirement. Unlike a regular savings account, money invested in your pension can earn important tax breaks. When you retire, and look to access to your fund, the benefits can be drawn down in a tax efficient way. The earlier you start your pension, the cheaper it is for you to provide the income you want in retirement.
Public Sector AVCs
We offer AVC Advice for Teachers, Nurses, Doctors, Gardaí, etc, and any other public sector profession. The main reasons civil servants should pay into an AVC is to fund for the maximum tax free lump sum available.
Previous Pension Benefits Advice
Assess your previous pension options (for both defined benefit and defined contribution) in relation to
- Early access
- Transfering your pension
- Taking an Enhanced Transfer Value
Public Sector Superannuation Advice
Superannuation is the name given to the benefits and entitlements that public sector workers are entitled to.
If you are a public-sector worker, for example a nurse or doctor, teacher or lecturer, a guard or an army officer etc, then you need specialised financial advice as your benefits and entitlements are both complex and unique to other sectors. Our team has vast expertise in the public sector.
If you have recently been offered a redundancy package from your employer and are considering taking it, it is very important for you to educate yourself and understand all of the options available to you in relation to how you accept this redundancy package.
© 2020 Money Maximiser | Money Maximising Advisors Limited is regulated by the Central Bank of Ireland - C154250 | Privacy Policy