News
Occasional snippets that we think relevant
Mortgages
Looking for a Mortgages? Through our associate company, Money Maximising Advisors, we can now give you access to mortgages: Home Mortgages; Public Sector Mortgages; Irish - Expat Mortgages; Buy to Let Equity Release; Buy to Let Mortgages; Equity Release Mortgages....
Women & Pensions Podcast
The Ultimate Guide For Women & Pensions In conjunction with Standard Life, Sonya Lennon, Second Life Mentor, has created a series of podcasts to discuss Women and Pensions. The following link will take you to the Spotify website where you can access a series of 8...
Zurich Life 2024 Claims Statistics
Zurich Life have recently published figures for their claims throughout 2024, with key points summarised as follows: Life Insurance Claims Summary €64.2m paid out through 2024; Paid to 634 family members and beneficiaries; €100,500 was the average payment made; Age 69...
Kids Tackling Finance
Kids Tackling Finance To celebrate International Women's Day, Aviva had fun making short videos with Kids to hear their thoughts about all things money. They have also enhanced their Women Tackling Finance hub to include resources for parents to help educate their...
Jim Power’s 2025 Outlook
Jim Power's 2024 Review & Outlook for 2025 Download Irish Ecconomist Jim Power's review of 2024 and outlook for 2025 - CLICK HERE
NEW Employer PRSA Limits
New PRSA Employer Limits Please remember, with effect from 1st January 2025, Employer paid PRSA contributions have been reduced and are now limited to 100% of the employee's remuneration. The limit will generally be based on the salary received by the employee up to...
What Is Auto Enrolment
Finally Here? After many extensions, the Government has announced the new Auto Enrolment (AE) scheme will go live in September 2025. It is estimated there are 750,000+ employees who are not currently contributing to a Pension. Many of these individuals will be...
Lost Pension Funds
Lost Pension Funds This is a regular issue we come across again and again. It is estimated there is upwards of €500 million in lost and unclaimed pensions in Ireland alone. Again and again people visit our office looking for help tracking down their old accounts. ...
When Can I Mature My Pension
A question we are asked quite often is - "When can I mature my pension?" Certainly, it is always best not to mature any pension until you actually retire. However, there are many circumstances when early access might be needed. By example, if you choose to work...
2025 Outlook – 4 Questions
2025 Investment Market Outlook Grab a coffee and take a few minutes out to watch Aviva's Bitesize short video. In this clip, Peter Smith and Baylee Wakefield from Aviva's investment team, ask 4 simple questions about what we might expect from the market in the coming...






