Retirement planning

Our Pension Services

We Develop Personalised Investment Strategies for…

  • BUY OUT BONDS
    Transfer

    • If you have old pensions from previous employments you can transfer them to Baggot where we will develop Personalised Investment Strategies to help grow your old pensions.

     

     

  • Personal Retirement Savings Account (PRSA)

    • PRSAs are a great tax efficient pension structure.
      With recent changes in contribution rules they are now a vital tool in building your retirement wealth

     

     

  • APPROVED RETIREMENT FUND (ARF)

    • ARFs are a post retirement investment fund.
      At Baggot we can setup your ARF and create Personalised Investment Strategies to help grow and manage your fund delivering the best outcome.

     

     

  • ADDITIONAL VOLUNTARY CONTRIBUTIONS (AVC)

    • If you can afford to make Additional Voluntary Contributions (AVC) they can be a wise financial decision to maximize your retirement savings and improve your financial security in retirement.

     

     

  • TAXATION BENEFITS OF YOUR PENSION

    • Pensions are the most tax efficient use of your money.
      Your contributions are tax free, Your pension growth is tax free & you can take a tax free lump sum on retirement

     

     

  • PERSONALISED RETIREMENT STRATEGIES

    • Here at Baggot we build your customized retirement plans designed to help you achieve your desired retirement lifestyle while considering your financial situation, goals, and risk tolerance.

     

     

Arrange a Free Pension Review with Peter Brown

If you would like to explore the various pension opportunities available you can avail of a free financial review with Peter Brown. This is a “No Obligation” review of your existing investments and pension arrangements to establish if there are any untapped opportunities that could improve your financial position.

 

Pensions can also seem daunting.

  • How much should I/ can I contribute?
  • What are my options when I retire, tax free lump sums etc.?

Our experts compare all pensions options when calculating your pension plan, thus ensuring you are advised of the best available for your circumstances.

Whether you are pre or post retirement, we can advise on your best investment options.

If You Would Like to Know More About Our Services
Click Below to Arrange a Callback