Case Study: Do you have an old pension you have left behind?
How many people in Ireland are missing out on pensions, they don’t even know they still have? More than you might think. A couple of weeks ago, a client was referred to me. She mentioned she had a pension with an old employer she left in 2001, but had not heard anything about it since, […]
Case Study: How One Client Found Stability During Rising ECB Tracker Rates with the Support of a Trusted Financial Advisor.
Navigating financial uncertainty can be overwhelming – especially when external factors like rising ECB tracker rates come into play. In this case study, we explore how one client, facing increasing mortgage repayments and mounting concerns about their long-term financial outlook, turned to Stephen at Donnelly Financial Planning for expert guidance. Client Profile Background In recent […]
Auto Enrolment Pensions In Ireland 2025
The introduction of Auto Enrolment (AE) pensions in Ireland in 2025 marks a major shift in workplace pensions, requiring employers to enrol eligible employees into a government-backed pension scheme. If you are an employer, understanding your obligations is essential to ensure compliance and support your workforce’s financial future. What Is Auto Enrolment? Auto Enrolment is a mandatory workplace […]
The Ultimate Guide to Planning Your Retirement in Ireland
Planning for retirement is one of the most important financial steps you can take. In Ireland, there are several pension options available, each designed to suit different needs. Whether you’re self-employed, an employee, or a business owner, understanding your choices can help you secure a comfortable retirement. The state pension provides a basic income but […]