Pension investment planning
Pensions are not just about generous tax reliefs. Careful consideration should be given to the investment strategy for your pension pot to maximise returns on the contributions you make over the course of your working life.
Clients often come to us having built up numerous pension plans with different providers over time. This means that often their investment strategy might be disjointed, resulting in an imbalanced asset allocation.
At Smith & Williamson we work with our clients to help them protect and grow their retirement savings using bespoke portfolios; tailored to their objectives, risk tolerance, years to retirement and specific preferences.
Meeting your needs
Holistic
Our in-house team of investment and pension advisers can provide you with peace of mind about achieving your financial objectives as you progress towards retirement.
Tailored
You’ll get a very personal service, with regular reviews available and recommendations tailored to your precise needs, and which take into account long-term market trends and your attitude to risk.
Dedicated
For over thirty years, Smith & Williamson clients in Ireland have been guided by our extensive knowledge and expertise.You’ll receive hands-on support and advice from our partner-led teams who take the time to genuinely understand your needs.
How we can help
If you are interested in hearing more about our bespoke approach to pension investment planning, please get in touch with Derek Ryan or Sarah Cush on +353 1 500 6500.
Our credentials
Breadth
We have more than 170 investment managers, diligently catering for our client's individual requirements.
Stability
Low staff turnover allows for the continuity of client/adviser relationships across the generations.
Track record
Our investment management business currently has over €24 billion (£20.8 billion) of funds under management and advice as at 31 March 2019.
Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.
