Watch our Business Growth webinar with Harvest

pension
Are you thinking about contributing to a pension through your business but don’t know where or how to get started? In this webinar, we go 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.

Agenda

Overview of insured pension schemes

The insured scheme is a pension provided by an insurance company and they invest in the funds they make available.

Overview of self-administered pensions

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.

About Harvest

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.

Meet the speakers

Andy Dixon
Andy Dixon
Business Development Manager at 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.

Rose Kervick
Rose Kervick
Director of Sales and Marketing at Accountant Online
Rose is the Director of Sales and Marketing at Accountant Online. Rose has worked in senior leadership roles for over 20 years in both US corporates and Irish SME’s. Areas of expertise: Leadership, Strategic Planning, Executive Coaching, Mentorship, Online Business Management.

Rose holds a BA in English and Psychology (UCC), Masters in Management (UCD Smurfit School) and a Certificate in Company Direction (Institute of Directors).

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