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Pensions

Whether you are an employee, self-employed or a company director, we can help you build a plan for the future you want.

 

Starting A Pension

Whether you are an employee, self-employed or a company director, we can help you build a plan for the future you want. The key thing is to understand what your retirement goals are and what plan you need in place in order to achieve it. At Lynx Financial Services, we help our clients with pre and post retirement planning. Everything from pension selection to annual reviews – we have you covered.

When you first meet with our team, we get into the nitty gritty of your retirement plans, build a suitable plan, outline the most suitable pension product options, and arrange annual reviews to ensure that everything is going to plan as the years roll on.

It costs nothing to have a chat with us and start putting a plan in place, so schedule a call or drop us an email today. The sooner you start, the sooner your pension starts growing.

Why Start?

Help with Existing Plan

The nature of work today has changed. As a result, many of us have multiple employer pensions invested. If you worked abroad, you may still have a pension in that country.

We help our clients locate existing pension products, explain how they are performing and if consolidation is the best option. If you have multiple pension pots, consolidating them into one may not always be the best strategy. Having two or three separate pensions from different employers can provide flexibility, allowing you to access a lump sum from one while preserving another for later retirement.

When it comes to performance, over time, your appetite for risk may change and as such, you may wish to amend your investment strategy – we can help with this too!

Whether it’s a personal pension, self employed or executive pension scheme you have options, and we can help you understand what they are and what will work best for you.

Your pension can be one of your biggest assets in life, make sure you have clarity and confidence in yours, and that you are on the right path.

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Retirement Planning

The team in Lynx Financial Services is always thinking ahead! We work with clients to ensure they make the most of their hard-earned pension savings. If you decide to work with us, we’ll ensure there’s a tailored plan – just for you. As you approach retirement, you’ll face crucial decisions about your pension fund. We ensure you have all the facts, and we provide valuable insights to help you make informed choices.

When approaching retirement, you will have the option to access a tax-free lump sum or an option to reinvest your savings to generate a regular income. By carefully considering your financial goals and risk tolerance, you can create a retirement plan that ensures your savings work hard for you.

Ask A Question

Company Employees

You may have no pension, or you want to add overtime or bonus payments to your pension. There are 3 main options here (PRSA, PPP or AVC) and we can help you to choose the right one and get set up.

Business Owners

Most business owners have enough to worry about, don’t let retirement be one of them. Get in touch today and we can create a plan that works for you and your future.

Self Employed Professionals

Pensions are one area where the self employed individual doesn’t miss out vs the rest! All the tax incentives are there for you, understand your options (PRSA, PPP or SAPS), get it set up and start reaping the benefits.

Testimonials

  • “ Dealing with Gordon, Gareth and Lynn has been an absolute pleasure. My mortgage application wasn’t straight forward but they helped through every part of it and really went the extra mile. They were extremely friendly, personal, professional and responsive. I couldn’t recommend them highly enough and I continue to recommend them to friends. Indeed another family member has also received excellent financial advise and is reaping the rewards. ”
    Alec

    Alec

    Dublin

  • “ I worked with the Lynx team initially back in 2015 for the purchase of my first home and because of the great service I chose them again recently in 2021 for the mortgage/cover for our new house. Both times Gordon, Gareth and Lynn have been so helpful and gone out of their way to make the experience as easy and straightforward as possible. I would recommend them to anyone and hope to work with them again in the future ”
    Ian

    Ian

    Dublin

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    John Smith

    John Smith

    Dublin

Why Choose Lynx Financial Services?

Gain

Benefit from the tax efficiencies and investment returns of pensions savings

Control

It’s your money so you control where it’s invested, the level of risk and how much you contribute.

Confidence

It doesn’t have to be complicated. Good advice means you can have a clear plan and be confident in it.

Outcomes

Maximise the benefits available and enjoy the outcomes with proactive advice and annual reviews.

Not Sure Where To Start?

A free 30-minute call could change your financial future. No jargon, no pressure – just honest advice.