Tel: (01) 6852553 | Email: info@lifegoals.ie

First Name*:
Last Name*:
Phone number*:
Email:

Group Pensions

What Our Customers Say

Jan Van Leeuwen, Director with IQ Digital Signage Ltd. Life Goals have provided us with excellent advice and service. I would recommend them unconditionally

Billy Griffin, Director - Artisan Image Solutions Ltd. Life Goals have worked extremely hard to organise a pension backed mortgage for me and secured finance that I don't believe I would have secured elsewhere. They are trustworthy, honest and of the highest integrity. I would highly recommend Life Goals to any prospective client. October, 2009

Volker Lorenz, General Manager, Amadeus Ireland Life Goals have been advising Amadeus Ireland in terms of pension fund management, as well as with staff benefits. I would highly recommend their services to anyone seeking financial advice, both professionally and privately.

Ian Kelly National Sales Manager at John Guest Speed Fit "I am very happy with Lifegoals after meeting with them I certainly feel better and I have a healthier idea of how to plan for the future" September 2011 September 2011

Noel King MD - ECO Seal Insulation Ltd

"I would recommend Lifegoals to any of my friends. After evaluating my current status I maintained my benefits and at the same time gained significant savings."

October 2011   

 


Paul Kearney - Managing Director PK Printing Ltd

"I have been dealing with Life Goals for the last 7 years. In that time I have found their expertise to be hugely beneficial from a tax saving point of view and protecting and maximizing investment returns. I would have no problem recommending them in the future" November 2011

 


Noel Lynn MD - Wired Technologies Ltd

"I have found Lifegoals professional, friendly and give a great service. I have recommended Lifegoals to anyone who needs their services. It cost me nothing and I gained from meeting with them." November 2011


 

Martin Stowe, Kilkenny
 
We have dealt with our Consultant from Life Goals for many years and, throughout that time, his service and assistance has been outstanding in every respect. 
 
When I wanted to purchase Life & Serious Illness Cover, we received excellent advice and every question and concern we had was answered thoroughly. Every detail was explained in a way which we could clearly understand.
 
When I unexpectedly needed to avail of the Serious Illness benefit 12 months ago, the turnaround time from claim to payment was incredibly swift due to the daily involvement of our Consultant.  
 
Having such a policy in place was of great benefit in my recovery.
 
I would definitely recommend Life Goals to my family & friends. Their Consultants are personable, understanding and hardworking.
 
Our Consultant handled this very stressful situation with skill and an incredibly astute sense of the issues. October 2011


 

Ger O Byrne, Product Manager, An Post
 
We have dealt with Life Goals for a number of years and during that time have received advice on a multitude of Pension & Investment options.  In that time, we have always received good solid advice. 
 
We have full confidence in our Consultant's opinion and product knowledge whenever we are looking for Life Assurance or Investment advice.
  
If we are interested in specific products, our Consultant researches many options and provide a detailed comparison of each, explaining the pros & cons. 
 
He meets us at our convenience and we prefer the personal touch rather than dealing directly with larger companies.
 
I would highly recommend the services & advice provided by Life Goals.
 


read more >>>

Employers who set up a Group Pension Scheme receive corporate tax relief and also deliver excellent tax benefits to employees immediately plus retirement planning benefits that will be valued long after the employees have stopped working in the company.  

 

The schemes could be described as a tax partnership between employer and employees; designed to legally avoid paying as much income tax as possible from current regular earned income

 

At the same time, employees build a tax free lump to collect in the future and a pension fund to use for income in retirement.  


Usually if it sounds too good to be true, it probably isn't but this is true for all group pensions with full Revenue Commissioner approval backed up by Government Policy on encouraging people to build their own pension funds

 

It is not surprising that a Group Pension Scheme is a treasured benefit by all employees who have one in place

 

For the Company

Direct taxation benefits are that contributions made by a Company on behalf of qualifying scheme members are all tax deductible as a business expense against trading profits, in the employer’s accounting period in which the contributions were made.  

 

For Employees

  • Personal Tax Relief on own contributions
     
  • Funds accumulate Tax Free in the fund
     
  • Exempt from Capital Gains and Income Tax
     
  • Employees do not pay Benefit In Kind (BIK)
     
  • Tax Free Lump Sums

 

Scheme Members who qualify for Personal Tax Relief  
 

  1. Directors
     
  2. Senior Executives
     
  3. Managers
     
  4. Employees

 

Our Expert Corporate Service
 

  • Life Goals Financial Services are experts on Group Pension Schemes. 
     
  • We have significant experience in scheme set up & management
     
  • We would be happy to demonstrate where this experience can add value to your corporate benefit planning

 

Please Contact Us if you have any queries

 

Company Added Value & Staff Motivation 

The motivational power of employees seeing their company demonstrate how much they care about their pensions needs is very strong
 

Research proves that companies providing group pensions and other employee benefits are better at hiring, motivation, retaining staff and promoting loyalty.
 

Staff also save money by having some of their Financial Planning needs taken care of by the Company and this is an important  point that will not be missed by employees

 

  • Your Company is seen as good Employer

     
  • More Teamwork - Higher Performance - Improved Profit 

     
  • Company controls the scheme expense

     
  • Scheme creates a Win / Win / Win situation

     
  • Company / Staff / Families all see a benefit

 

Policy Management

  • The scheme is owned by the Company
     
  • The Company decides who can join the scheme, when they qualify to join and the level of contributions made by the company

 

Your Business Cover & Employee Risk Benefits

can also be viewed for additional information on cost effective and tax efficent ways to provide staff benefits 

 

 

For your confidence and trust in our strictest confidentiality please see our Privacy & Data Protection Policy