Your previous pensions could be worth more than you think!
If you decide to switch jobs, you have the option to bring your pension along with you. Upon exiting a pension scheme, the accumulated funds can be invested in a Personal Retirement Bond, which you have full ownership and control of.
You can transfer your pension benefits into a PRB if:
- You’re leaving your employment.
- You’re leaving your current pension scheme.
- Your company pension scheme is finishing up.
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Power to your Pension
Pensions still offer you the most tax-efficient investment vehicle available in Ireland today. However, it is crucially important that your pension is set-up correctly, with the right investment strategy and in the most efficient manner.
At Rockwell, let us do all the leg-work to make sure your hard-earned pension savings are being optimised.
We aim to simplify the decision-making process for you. We offer a range of investment opportunities that prioritise striking a balance between the level of reward you desire and the amount of risk you are willing to undertake. Our goal is to make investing for your retirement as transparent and easy to comprehend as possible.
Trust is the foundation of all successful financial relationships. You need the confidence that we know what we’re doing, will honour our commitments, and make you – our client – our highest priority.
At Rockwell, you’ll find a dedicated team of expert wealth advisors with experience delivering positive financial results for our clients. We are utterly focussed on helping our clients live their best financial life.
We are over 20 people, managing €78mn+ of client assets, with offices in Dublin City Centre.
5 Star Google Reviews
“I worked with Brian Forde on advise and managing my upcoming pension. I had no knowledge my options, what I could do with my non-contributory company pension. Brian arranged Team meetings to explain the options with back up figures and explained so clearly what I could do to personalise the pension to suit my needs. I felt confident to proceed with a solution worked out with me by Brian.”
Padraig O Callaghan
“Excellent service, I worked with Brian Forde to setup my company pension and income protection plans. Very fast response and always available to help.”
“Great experience with Rockwell setting up and subsequently adjusting my pension. Pete was a pleasure to deal with and I found his knowledge and insight very useful.”
“Conor recently gave me advice on my pension. He gave the best advice I have received from any financial advisor I have been involved with. He explained things in layman's terms so it was easy to understand. I really appreciated this and am delighted to give this feedback.”