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Category Archives: Financial Planning
Cashback Offer Closing Soon – 2nd March
NOW is a great time to review your protection as all major life assurance companies are offering two months premium cash back. The cashback offer of 2 months premiums refund for new life assurance and mortgage protection policies is ending … Continue reading
Retirement Planning – The Impact of the Governments 4 year plan
This is a link to a short video by Aidan McLoughlin (Independent Trustee Company) who recently lobbied the government with the Irish Brokers Association regarding pensions and changes to the pensions regime that might benefit consumers, the industry and the … Continue reading
Financial Planning – Mortgage Payment Protection Discussion
This is a discussion on the sale of mortgage payment protection policies over the last number of years. The Central Bank is investigating whether some policies were mis-sold. Click here for the link to the news at one on RTE … Continue reading
Average size of a private pension fund not sustainable
This is an article on the presentation by the Irish Brokers Association “IBA” to an Oireachtas Committee on the issue of private pension funds. The IBA also outline the continuing lack of confidence by pension investors regarding the governments plans … Continue reading
New Research on Variable Mortgage Rates – Financial Planning
This is the press release by the Central Bank of Ireland on the research conducted on variable mortgage rates in Ireland. Nothing startling in the key findings. It shows the rates for trackers and variable mortgages have diverged quite substantially … Continue reading
Financial Planning – Zurich Life Offer Cashback Too
Zurich Life have today announced they will offer a cashback deal on new life assurance policies. Exact details are yet to be provided but it appears there will be an option to achieve a 5% discount on the monthly premium … Continue reading
Financial Plans need to take account of Healthcare increase
VHI Healthcare is to increase its prices by between 6% and 12.5% from March 1. The insurer said the increases are due to rising customer claims costs. The average increase for VHI customers is 9%. Declan Moran, the company’s chief … Continue reading
More Financial Planning News – More Cashback
Another Life assurance company has decided to offer a cashback offer. This morning Friends First announced that they will offer cashback of at least €50 or 2 months’ payments on new Term Assurance and Mortgage Protection. If you apply for … Continue reading
Cost of Running a Car Rise to €100 per week
This is probably stating the obvious but the costs of running a car are increasing. This is interesting to us from the point of view of clients budgeting and financial planning. From a financial planning and financial management point of … Continue reading
Personal Insolvency Bill 2012
The Personal Insolvency Bill aims to deal with personal debt and help those in unsustainable mortgages make deals with their banks and get on with their lives. Unfortunately the details of the bill as disclosed by the media will fail … Continue reading


