Helping you on Life's Financial Journey
Finance Act 2022 was passed on 15 December 2022 and the new BIK free employer PRSA contributions are now in force since 1 January 2023. A Brief Summary of the changes as follows: Prior to 01st January 2023, an employer contribution paid to an employee or Director’s PRSA was a deemed to be a Benefit…
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An update for our SME clients and for those with responsibility for running your company’s pension scheme about the introduction of new EU legislation – IORPS II – and the impact that this new legislation will have on the future governance and management of defined contribution pension schemes.. If you are looking for information on…
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In May 2021, Brokers Ireland commissioned iReach to conduct consumer research in relation to the value of financial advice. The research was nationally representative by age, gender, region, and socioeconomic status. It provides insights into savings/ investments, pensions, financial security, and the role of financial advisors. Using a Financial Advisor: From those surveyed, 37% had…
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Research has shown that members achieve greater success and retirement fund outcomes when regular engagement is undertaken between the member and their retirement planning advisors. Therefore, Eolas Money has introduced our Eolas Engage App so that members don’t need to wait until their annual review meeting to take any actions or pose question to us…
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Over the coming weeks, Eolas Money are delighted to be rolling out our new Eolas Engage App to members of company pension schemes that we are advisors to. This new app will allow members to engage directly with us with any pension or general financial planning query at any time during the year, not just…
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At Eolas Money, we want to help business owners make the correct financial planning decisions for themselves, their families & their businesses, now and into the future. As an established Financial Planning practice, Eolas Money has worked with business owners for well over a decade to craft and implement robust financial plans and business strategies…
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Eolas Money are delighted to provide our SME clients with a digitalised pension platform allowing their employees access to real time information on their pension plan via their mobile app, tablet or laptop. Key Features of our digital Pensions platform allows members to: Immediately view their personalised pensions account via their mobile app, tablet or…
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It’s coming towards the end of the calendar year and for lots of businesses, the end of their financial year also. If you are a company owner or director, you have substantial scope to extract cash reserves from your company and turn these reserves into personal wealth via retirement planning.. specifically, Executive Retirement Planning. What…
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An article in today’s Independent.ie stating that the “Irish Fiscal Advisory Council has suggested the age to qualify for the State contributory pension could rise to 69 by 2035 and that Controversial proposals to increase the age at which people qualify for the State pension have been backed by the State’s budget watchdog.” This should…
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The ARF v Annuity discussion is one we have many times with clients and impending retirees. Firstly, it is important for you to understand the merits & flaws of both retirement options and then match your long term retirement and legacy plans best to each product. The most complex part of retirement planning is the…
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