How to Track Down and Reclaim Lost Pension Funds in Ireland
If you’ve changed jobs over the years, there’s a good chance you may have pension savings you’ve forgotten about. Many people in Ireland contributed to workplace pensions or PRSAs with previous employers, and when they moved on, those funds were often left behind. These are known as lost pensions, and they’re more common than you […]
Life Insurance Ireland: Complete Guide 2025/26
Life insurance is one of the simplest ways to protect your family, home, or business. Whether you’re safeguarding your mortgage, replacing income, planning for inheritance, or supporting business partners, the right cover offers peace of mind when life becomes uncertain. This guide breaks down the main types of life insurance available in Ireland in plain […]
Unit Linked Investments Ireland 2025-26: Comprehensive Guide.
As interest rates on traditional savings accounts stay low, Irish investors are looking for better ways to grow their money. One option rising in popularity is the unit-linked investment, often accessed through an Investment Bond. These investments offer the benefits of flexible access, expert fund management, and strong long-term growth potential. However, they also come […]
Mortgage Protection vs Life Insurance
Introduction Buying your first home in Ireland is one milestone; keeping it protected is another.As we move through different stages of life, our priorities and financial responsibilities change. Maybe you’re remortgaging, downsizing, or simply reviewing your cover to make sure your family is protected. Two of the most common types of protection in Ireland are […]
Stephen Donnelly features in Irish Broker Magazine on Financial Planning
We are delighted to announce that Stephen Donnelly, founder of Donnelly Financial Planning, has been featured in the prestigious Irish Broker Magazine! With over two decades of experience as a financial advisor, Stephen’s journey is a testament to expertise, dedication, and commitment to putting clients first. From his early days as a bank assurance consultant […]
Retirement Guide: ARF, Annuity & Tax-Free Lump Sum Explained | DFP
Retiring in Ireland 2025/26? | Your Irish Pension Options Explained — ARF, Annuity & Tax-Free Lump Sum Guide Planning your pension at retirement is essential for financial security.In Ireland, knowing your options—from a tax-free lump sum to annuities and Approved Retirement Funds (ARFs)—helps you maximise income and gain peace of mind. This guide covers key […]
What Happens to My Pension When I Leave a Job? | PRSA, Employer Pensions & AVC Options Explained.
When you leave a job in Ireland, you might wonder what happens to the pension you’ve built up. What happens to your pension savings mainly depends on the type of pension plan you have—such as a Personal Retirement Savings Account (PRSA), Employer Pension Scheme, or Additional Voluntary Contributions (AVCs)—and your personal circumstances. Understanding these options […]
Financial Planning Essentials in Ireland
Simple Steps to Manage Money, Grow Wealth, and Secure Your Future Financial planning is essential for turning your life goals into actionable steps. It acts as a roadmap, helping you prioritise your financial resources effectively so that your efforts align with what truly matters to you. A well-structured financial plan also supports you through major […]
Auto-Enrolment and Master Trust Pension Plans Ireland 2025/26: Employer’s Guide to Future-Proofing
As Ireland prepares to roll out its national auto enrolment scheme, ‘My Future Fund,’ it’s more important than ever for employers to review and enhance their company pension plans. A strong pension strategy is no longer optional—it’s a competitive advantage that helps businesses attract top talent, retain staff, and demonstrate commitment to employee financial well-being. […]
Life Insurance in Ireland 2025: Top 5 Reasons to Review and Update Your Life Cover.
For many people in Ireland, life insurance is something they set up once and forget about. But life doesn’t stand still—and your life cover shouldn’t either. Whether you’re starting a family, switching careers, or dealing with rising living costs, 2025 is the perfect time to review your life insurance and ensure it still provides the […]