Resource Centre
Explore our collection of guides, reports, videos and calculators to help you make informed decisions about your pension.
All Resources
40 resources available
Videos
Video
3-Pot Investment Strategy for Irish ARF Holders
Understanding Approved Retirement Fund investment strategies for your retirement.
Video
Accessing Your Pension From Age 50
Find out if you’re eligible to access your pension early from age 50.
Video
Cashflow Projections – How We Use Technology to Advise You
How technology helps plan your retirement cashflow for the future.
Video
Choosing Funds – Portfolio Construction & Risk Assessment
Understanding how pension portfolios are constructed and risk is managed.
Video
Why Review Your Pension?
Discover the importance of regular pension reviews to maximise your retirement income.
Video
Transferring Your UK Pension to Ireland (Chris Crowley)
A comprehensive guide to the UK pension transfer process.
Video
Transferring Your UK Pension to Ireland (Chris McKenzie)
Essential information about transferring your UK pension to Ireland.
Video
Why Choose Pension Advice? (Chris Crowley)
Learn about pension advice and how it can help secure your financial future.
Video
Why Choose Pension Advice? (Chris McKenzie)
Learn what makes our pension advice service unique and client-focused.
Guides & Reports
Guide
Your Guide to Retirement Options
Discover tax-free lump sums, ARFs, and annuities — and which is right for you.
Guide
Guide to Defined Benefit Transfer Values
Understand your transfer options before making this life-changing decision.
Blog Articles
Directors
Selling or transferring a family company can be almost entirely free of Capital Gains Tax. Getting there cleanly, and making the most of it, usually depends on a pension strategy that started years earlier.
Directors
For business owners, a pension isn’t just a retirement savings plan — it’s one of the most tax-efficient ways to move money out of the company and into your own future.
Consolidation
Both let you move an old pension into your own name. The difference comes down to flexibility — whether you might want to keep contributing, and when you can access it.
Redundancy
When you leave an employer, your pension doesn’t have to stay tied to their scheme. A Buy-Out Bond moves it entirely into your name — here’s how it actually works.
Consolidation
Every pension you leave behind with a former employer comes with a formal set of choices attached. Here’s what that document is, and how it’s actually obtained — including the one signature that lets us do the chasing for you.
Redundancy
If you’re 50 or over when made redundant, you may be able to access your pension immediately. Just because you can doesn’t automatically mean you should — here’s how to think it through.
Early Retirement
Once you’ve taken your tax-free lump sum, the rest of your pension fund needs a home. Neither option is universally better — the right choice depends on how much certainty you want versus how much flexibility you need.
UK Transfers
Before you take a single penny from your QROPS, there is one question you need to answer with absolute certainty: have you been non-UK resident for 10 full UK tax years?
Early Retirement
Most people know they get “a lump sum, tax-free” from their pension. The details matter more than that — and getting them wrong can mean an unexpected tax bill or missing out on money you’re actually entitled to.
Early Retirement
Fifty doesn’t feel like retirement age — but under Irish pension rules, it’s the earliest point many people can legally access their pension. Here’s who qualifies, what you can take out, and why “can I?” isn’t the same question as “should I?”
UK Transfers
A quarter of your pension fund disappearing to HMRC before it even lands in Ireland is a devastating outcome — and one that is entirely avoidable if you understand the rules and plan correctly.
Redundancy
Redundancy is stressful enough without having to figure out the financial implications alone. Here’s a clear guide to your rights, your money, and your pension options — in plain English.
Directors
Executive pensions are gone. The two main options left are a Master Trust and a PRSA. Here’s how they compare — and how to choose the right one for your situation.
UK Transfers
Defined benefit pensions offer guaranteed income for life — but that doesn’t always mean you should keep them in the UK. Here’s what to consider.
Market Update
Global markets close the first half of 2026 on a positive note — AI confidence returning, European inflation cooling, and Japan leading the year’s gains.
UK Transfers
If you have a UK pension and were planning to access it at 55, a significant rule change is coming — and it affects Irish residents too.
UK Transfers
When transferring your UK pension to Ireland, you’ll be offered two main options. Here’s how they differ — and how to choose the right one.
Redundancy
Redundancy is stressful enough — your pension shouldn’t add to that. Here’s what to know and what to do.
Pension Review
Most people set up a pension and never look at it again. Here’s why that could be costing you — and what a proper review can uncover.
Directors
Directors and self-employed people in Ireland have access to pension options most employees don’t — and the tax benefits can be substantial.
Consolidation
Changed jobs a few times? You could have pension pots sitting forgotten with old employers — and it might be costing you more than you think.
Early Retirement
More people are eligible for early retirement than they realise — and the options available to you may be more flexible than you expect.
UK Transfers
Thousands of people living in Ireland have pension money sitting in the UK. Moving it home is more straightforward than you might think.
Calculators
Pension Review Calculator
Calculate the value of your pension at retirement with compound interest
"*" indicates required fields
Early Retirement Calculator
Estimate your tax-free lump sum and retirement income
"*" indicates required fields
Director's Pension - Max Fund Quote
Get a detailed max funding quote tailored to your circumstances
Complete the form below and we’ll provide a detailed max funding quote via email.
"*" indicates required fields
Redundancy & Pension Calculator
Understand your pension options during redundancy
"*" indicates required fields
Pension Transfer or Consolidation
See the benefits of consolidating your pensions
"*" indicates required fields
UK Pension Calculator
Calculate your UK pension value in Euro with live exchange rates
"*" indicates required fields
Reports & Guides
2 resources available
Guides & Reports
Guide
Your Guide to Retirement Options
Discover tax-free lump sums, ARFs, and annuities — and which is right for you.
Guide
Guide to Defined Benefit Transfer Values
Understand your transfer options before making this life-changing decision.
Blog Articles
23 resources available
Blog Articles
Directors
Selling or transferring a family company can be almost entirely free of Capital Gains Tax. Getting there cleanly, and making the most of it, usually depends on a pension strategy that started years earlier.
Directors
For business owners, a pension isn’t just a retirement savings plan — it’s one of the most tax-efficient ways to move money out of the company and into your own future.
Consolidation
Both let you move an old pension into your own name. The difference comes down to flexibility — whether you might want to keep contributing, and when you can access it.
Redundancy
When you leave an employer, your pension doesn’t have to stay tied to their scheme. A Buy-Out Bond moves it entirely into your name — here’s how it actually works.
Consolidation
Every pension you leave behind with a former employer comes with a formal set of choices attached. Here’s what that document is, and how it’s actually obtained — including the one signature that lets us do the chasing for you.
Redundancy
If you’re 50 or over when made redundant, you may be able to access your pension immediately. Just because you can doesn’t automatically mean you should — here’s how to think it through.
Early Retirement
Once you’ve taken your tax-free lump sum, the rest of your pension fund needs a home. Neither option is universally better — the right choice depends on how much certainty you want versus how much flexibility you need.
UK Transfers
Before you take a single penny from your QROPS, there is one question you need to answer with absolute certainty: have you been non-UK resident for 10 full UK tax years?
Early Retirement
Most people know they get “a lump sum, tax-free” from their pension. The details matter more than that — and getting them wrong can mean an unexpected tax bill or missing out on money you’re actually entitled to.
Early Retirement
Fifty doesn’t feel like retirement age — but under Irish pension rules, it’s the earliest point many people can legally access their pension. Here’s who qualifies, what you can take out, and why “can I?” isn’t the same question as “should I?”
UK Transfers
A quarter of your pension fund disappearing to HMRC before it even lands in Ireland is a devastating outcome — and one that is entirely avoidable if you understand the rules and plan correctly.
Redundancy
Redundancy is stressful enough without having to figure out the financial implications alone. Here’s a clear guide to your rights, your money, and your pension options — in plain English.
Directors
Executive pensions are gone. The two main options left are a Master Trust and a PRSA. Here’s how they compare — and how to choose the right one for your situation.
UK Transfers
Defined benefit pensions offer guaranteed income for life — but that doesn’t always mean you should keep them in the UK. Here’s what to consider.
Market Update
Global markets close the first half of 2026 on a positive note — AI confidence returning, European inflation cooling, and Japan leading the year’s gains.
UK Transfers
If you have a UK pension and were planning to access it at 55, a significant rule change is coming — and it affects Irish residents too.
UK Transfers
When transferring your UK pension to Ireland, you’ll be offered two main options. Here’s how they differ — and how to choose the right one.
Redundancy
Redundancy is stressful enough — your pension shouldn’t add to that. Here’s what to know and what to do.
Pension Review
Most people set up a pension and never look at it again. Here’s why that could be costing you — and what a proper review can uncover.
Directors
Directors and self-employed people in Ireland have access to pension options most employees don’t — and the tax benefits can be substantial.
Consolidation
Changed jobs a few times? You could have pension pots sitting forgotten with old employers — and it might be costing you more than you think.
Early Retirement
More people are eligible for early retirement than they realise — and the options available to you may be more flexible than you expect.
UK Transfers
Thousands of people living in Ireland have pension money sitting in the UK. Moving it home is more straightforward than you might think.
Videos
9 resources available
Videos
Video
3-Pot Investment Strategy for Irish ARF Holders
Understanding Approved Retirement Fund investment strategies for your retirement.
Video
Accessing Your Pension From Age 50
Find out if you’re eligible to access your pension early from age 50.
Video
Cashflow Projections – How We Use Technology to Advise You
How technology helps plan your retirement cashflow for the future.
Video
Choosing Funds – Portfolio Construction & Risk Assessment
Understanding how pension portfolios are constructed and risk is managed.
Video
Why Review Your Pension?
Discover the importance of regular pension reviews to maximise your retirement income.
Video
Transferring Your UK Pension to Ireland (Chris Crowley)
A comprehensive guide to the UK pension transfer process.
Video
Transferring Your UK Pension to Ireland (Chris McKenzie)
Essential information about transferring your UK pension to Ireland.
Video
Why Choose Pension Advice? (Chris Crowley)
Learn about pension advice and how it can help secure your financial future.
Video
Why Choose Pension Advice? (Chris McKenzie)
Learn what makes our pension advice service unique and client-focused.
Calculators
6 resources available
Calculators
Need More Information?
Contact our team of experts for personalised pension advice tailored to your situation.