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Advice at Retirement and Beyond

2018-11-22T11:01:54+00:00

Our client was an employee of a Midlands based company who was approaching retirement with an accumulated pension pot of €340,000. The Issue Like many people facing retirement he was keen to make the right decision in relation to the options which were available to him. The Options Our client

Advice at Retirement and Beyond2018-11-22T11:01:54+00:00

Review of Investment Strategies

2018-09-13T12:09:44+00:00

Our client is a long established nationwide organisation. The plan had been in place for many years and the assets had grown to €100m. The trustees had reviewed their investments regularly but were somewhat uncomfortable with the default investment strategy in place for the plan The Issues The Trustees had adopted a

Review of Investment Strategies2018-09-13T12:09:44+00:00

Amalgamation of Legacy Pension Plans

2018-09-13T12:09:13+00:00

Our client is a UK packaging group, who had acquired several businesses in Ireland over a number of years. Various defined contribution plans were in place in each business, offering different benefit and charging structures, handled by a variety of insurance companies and consultant providers. The Issues The client faced a number

Amalgamation of Legacy Pension Plans2018-09-13T12:09:13+00:00

GDPR and what it means for Pension Trustees

2018-09-13T12:08:48+00:00

We are now living in the post GDPR world and many trustees are assessing how life has changed since May 25th, 2018. The issue of data retention has become clearer for pension trusts - decide on an “end date” sufficiently far into the future to cover yourself.  Other issues are less clear - the

GDPR and what it means for Pension Trustees2018-09-13T12:08:48+00:00

The Move to Master Trusts

2018-09-13T12:08:22+00:00

If the experience of our UK neighbours is anything to go by, we should expect Master Trusts to emerge as the favoured means for defined contribution pension savings.  An easy and efficient enrolment process will make Master Trusts a viable solution for the forthcoming auto-enrolment. The Pensions Authority has published a consultation paper on

The Move to Master Trusts2018-09-13T12:08:22+00:00

APT Investment Survey

2018-11-22T12:07:52+00:00

Our quarterly survey looks at the markets over the period and reports on the performance of a range of funds against selected indices. Reports on market performance and the issues that influenced returns are discussed in depth.  Our review of market indices performance is contrasted to a selection of funds in common use amongst pension

APT Investment Survey2018-11-22T12:07:52+00:00

Government Announce Major Changes to Pensions

2018-09-13T12:07:14+00:00

Government Announcement Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus purus nisl, elementum vitae consequat at, tristique ut enim. Sed ut dignissim leo. Nullam sed metus id sapien faucibus rhoncus sed at magna. Nullam eget ornare leo, eget aliquam ante. Sed cursus malesuada fringilla. Cras porta ipsum sed nibh consectetur, a accumsan velit

Government Announce Major Changes to Pensions2018-09-13T12:07:14+00:00

The Cost of Tax Relief

2018-09-13T12:06:35+00:00

Reports on the cost for the Exchequer of tax relief on pensions are either misunderstood or disingenuous. Experts in the Department of Finance claim that an additional €2.1bn could be collected by Revenue if we abolished tax relief on pensions. Obviously, if one is looking at pension reform, which the Government currently is, what

The Cost of Tax Relief2018-09-13T12:06:35+00:00

MIFID II

2018-09-13T12:05:57+00:00

The Markets in Financial Instruments Directive II (“MiFID II”) became effective on 3rd January 2018 and is generally considered one of the most important regulatory updates undertaken by the EU since the financial crisis. Although MiFID II is not expected to impact pension trustees directly, it is expected that a range of new rules

MIFID II2018-09-13T12:05:57+00:00

Roadmap for Pension Reform

2018-09-03T11:16:45+00:00

Roadmap for Pension Reform We got to see the long-awaited Government proposals for Pension reform, which was published by the Minister on 28th February 2018. Not many surprises, with measures announced to reform the state pension, introduce auto-enrolment and improve the governance and regulation of pension plans, in line with the forthcoming European Directive IORPS

Roadmap for Pension Reform2018-09-03T11:16:45+00:00