Register for our Business Growth Webinar with Harvest Financial Services
Are you thinking about contributing to a pension through your business but don’t know where or how to get started? We will be going through the key considerations you need to make when deciding a retirement funding strategy, how to decide how much you will invest and how to structure your pension investment portfolio, and plan for liquidity.
Date: Friday, 17th September 2021
Time: 10:30 – 11:30 AM (Irish Standard Time)
What will be covered?
Harvest Financial Services will explain the difference between an ‘Insured’ vs ‘Self-Administered’ pension
- The insured scheme is a pension provided by an insurance company and they invest in the funds they make available.
- The self-administered scheme is a pension set up through a Pensioner Trustee Firm that gives you more flexibility and control over investment options.
Fund accumulation strategies
Harvest will help you decide between an insured or self-administered pension and give advice on much investment risk should you take.
Retirement planning considerations
Receive guidance on how to ensure your pension plan is in line with your overall retirement plan, i.e. how much you fund and what you invest in.
Liquidity and asset allocation
Harvest will discuss how you might structure your pension investment portfolio, plan for liquidity and your pension lump sum entitlements.
Investment options within Self-Administered pensions
For example, cash, equities, property, solar or private equity.
Harvest Financial Services is one of Ireland’s leading financial advisory firms helping clients through the provisions of retirement planning, financial planning and investment advice.
Their success is recognised at the Irish Pension Awards where they have been awarded Independent Pension Advisor of the Year in 2015, 2016 & 2017. In 2018, Harvest was awarded Investment Broker of the Year at the LPI Awards and Pension Broker / Financial Advisor of the Year at the Irish Pensions Awards.
Emer Kirk, Associate Director, Harvest Financial Services
Emer specialises in providing retirement planning advice for private clients approaching and during retirement. With a strong client focus and a goals-based retirement planning bias, she is passionate about helping clients make informed financial decisions to achieve their lifestyle aspirations.
Emer has 18 years’ experience in the pensions industry. She is an Associate of the Institute of Taxation, a Qualified Financial Adviser and a Certified Financial Planner Professionals (CFP®). Emer is co-founder of Connect Women in Pensions, a network who support the promotion of the importance of retirement planning for women
Andy Dixon, Business Development Manager, Harvest Financial Services
Andy joined Harvest Financial Services in 2018 as Business Development Manager and has 17 years’ experience in the Pensions Industry in Ireland. Before joining Harvest; Andy provided technical support to independent intermediaries in the provision of Retirement Planning and Investment advice.
In Harvest, Andy supports the growth of the business working with new clients, accountants, solicitors and other professional referrers to provide retirement planning and wealth management solutions. Andy has attained the QFA, FLIA and RPA designations and is a Certified Financial Planner. Andy sits on the Life Insurance Association Dublin Committee and is past Chair of the North East Regional Committee.
Part of our #BusinessGrowth webinar series. Free, live webinar with Wallace Corporate Counsel.Continue Reading