Pensions, Investments and Planning an Early Retirement

Are you a teacher aiming to save for an early retirement? Or do you want to make your saving work harder and grow your wealth?

In 60 minutes, you'll learn about:

  • Pensions: How they work, Cash Lump Sums, Notional Service Purchase, AVCs and How to Retire Early  
  • Protection: What are the best strategies for teachers aiming to minimise financial risk, save on tax and grow wealth
  • Investment and Wealth Growth: What does a financial plan for teachers look like and what are the benefits?
Mark Peters BA, QFA, RPA  Senior Financial Advisor

Mark Peters BA, QFA, RPA is a Senior Financial Advisor specialising in public sector pensions with, a financial planning consultancy firm based in Limerick City and Wexford with 60+ employees.

Walk away with a financial plan that you fully understand

Duration: 1 Hour.

Topics include: Pensions, Investment, Salary Scales, USC, PRSI, Tax Bands, Early Retirement, Cash Lump Sums, Tax Efficient Threshold, Cost Neutral Early Retirement, Pension Remuneration, Notional Service Payment,  AVCs, Income Protection, Planning an early retirement.

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  • *workshop includes a no-cost planning consultation with one of our experienced financial advisors (optional)
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Mark Peters BA, QFA, RPA, Senior Financial Advisor

T: +353 (0) 61 469884  E: 

Many teachers in my experience, don't know how to read their payslips.

Nor do they understand other important areas of their finances, such as how their pension is being calculated and what it will be worth when they retire.

"How big will my Cash Lump Sum be? When can I access it? What will my finances look like when I retire? What are the risks? How can I mitigate those risks? What other options are there for growing my wealth?"

These are the questions teachers ask me and my team every day, and these are the questions you'll learn how to answer for yourself on this workshop.

The big problem as I see it, is that many pension operators owe their loyalty to their large customers (such as teachers unions) and not to the individual PAYE worker.

What that means is that individual teachers can often get better advice, better deals and better support with independent brokers.

And that's what you'll learn on this workshop also: how to get the best deal for you by understanding what you're currently getting and what your options are.  

 Register now for free and let me explain it to you in plain English.

You'll also have the opportunity to follow up with me or one of my team to put a financial plan together for you. A plan for growing your wealth. A plan you understand.


Mark Peters

Your Instructor

Register for free now

Get started planning your financial freedom today.

Kind words from other teachers

Very helpful staff.
They explain the information in a straight forward manner.
They help you understand the information and let you make the decisions.
The support they offer with sorting out Tax credits ect was a big bonus as negotiating revenue website for the first time was not easy.
I can highly recommend them.

Catherine Feheney  recommends MadeSimple Financial Advice.

MadeSimple financial advice is a superb service. The agent I dealt with, Stefan, clearly was clearly very knowledgeable and highly skilled, and really helped me to understand what my situation was and what the best course of action was. There was  regular contact throughout the process and still is now. I couldn't recommend the service any higher.

Eoghan Moloney  recommends MadeSimple Financial Advice.

Fantastic service provided by experts in the field.

Emma Kavanagh recommends MadeSimple Financial Advice.

Leah was a pleasure to deal with! From the very beginning she made the perfect recommendations to suit my situation and ensured I understood every step of the process. Leah made it a very easy process for me and I highly recommend anyone who is needing to sort out their finances to get in contact!

Megan Mills recommends MadeSimple Financial Advice.

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