Directors Retirement Planning Service


Why an Executive pension?

As a company director, pension planning is an excellent method of extracting profits from your company is an extremely tax efficient manner. Our executive retirement planning service will advise you on the most beneficial vehicle to plan your retirement.

  • Personal Pension
  • Executive Pension
  • PRSA
  • AVC


Through our discovery meeting, we will listen to your goals and objectives for retirement before we begin the process of building your solution.

We take into consideration:

  • Ideal retirement age
  • Strategic asset allocation
  • Other assets generating income
  • Capacity for loss
  • Time Horizon


Retirement planning should be viewed in conjunction with the other major exit strategies that are available to directors and senior executives. We will liaise with your other professional such as your accountant or tax adviser to ensure you have the most robust diversified strategy possible.


One of the key components of pension planning for directors and executives is the importance of regularly reviewing your plan to ensure it continues to meet your goals.

Pegasus Financial Consultancy provides a yearly review meeting to review your retirement plan and to identify any changes that may be required.







WHAT'S THE NEXT STEP?


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  • Pegasus Financial Consultancy
    Waterfront Business Center
    No. 5 Lapps Quay
    Cork