Enjoy Your Retirement.
Life doesn’t stop when you retire,
Confused? Just ask somebody who knows.

Personalised Pension Planning for a Secure Future

Pensions are not a cost, but a payment to yourself.
The fund you build now will be your income in retirement.

Dedicated to Help Individuals Achieve Retirement Goals

Why a Pension?
A pension is one of the most effective ways to secure income for retirement, with the added benefit of tax relief on contributions provided by the Government through Revenue; far better incentive than the old SSIA schemes.

In Employment

Starting a Pension

Get expert guidance on initiating your pension plan, ensuring it meets your financial goals

Redundancy Offers

Navigate redundancy with tailored advice to secure a tax-efficient solution

Claiming Benefits

Specialist Pension Advisors help you claim benefits from your former employer’s scheme, simplifying the technical and regulatory process

Self-Employed

Independent Comparison

If you row your own boat then you need to provide for your retirement. You can pay less tax and build your own wealth through a pension scheme.

Tailored Solutions

We’ll help you get the best fit!

Company Directors
& Group Schemes

Company Directors and Employees can build large retirement funds with generous tax breaks. This can be done with cash sitting in the business, or over the longer term with regular contributions.

Free Review

Obtain a comparative, independent review of all company schemes, director’s pensions, and self-employed pension funds

Expert Consultation

Experienced Corporate Pensions Consultants provide advice for company directors, executives, and group scheme members

Previous Employer Pension

Review Benefits

Keep track and control of the pensions you’ve built up over your working lives. Their values can be negatively impacted if not managed due to loss in performance or high fees.

If you have pension benefits from a previous employer, we assist in finding and reviewing your options.

Depending on your age you may be able to cash in your previous pension, however there are many benefits to moving the pension out of the scheme and into your own name where you take back control of your funds.

Tax Advantages to Owning Property in Your Pension

Tax Efficiency

Within a Self administered Pension (PRB, ARF, PRSA), you can own commercial or residential property, tax free. There is NO tax on rental income, there is NO CGT on any disposal, rental income can be reinvested tax free within the pension, compounding tax free gains.

Should it be required, you can avail of 50% non recourse lending to the Unit trust with no impact on other, or personal, assets. Instantly doubling pension value

Redundancy with Pensions

Independent Advice

Redundancy Pending / On the horizon?
Get some advice on the options you’re offered.

Financial Consultation

Experienced financial consultants evaluate your employer’s redundancy offers and assess the impact on your taxes and pension

How Can We Help?

Get all your Pension Planning queries answered by our experts

Have questions? 
We have answers

Want to know more? You can email us anytime at info@newalliance.ie

What are the types of pensions available in Ireland?

In Ireland, the main types of pensions include State Pensions, Occupational Pensions (provided by employers), Personal Pensions (self-funded), and Additional Voluntary Contributions (AVCs).

When should I start planning for my pension?

It’s advisable to start planning for your pension as early as possible. The sooner you begin, the more time your investments have to grow, potentially increasing your retirement income.

How much should I contribute to my pension?

The amount you should contribute depends on various factors such as your age, retirement goals, current income, and existing pension provisions. A financial advisor can help determine an appropriate contribution level.

What are the tax benefits of contributing to a pension in Ireland?

Contributions to pensions in Ireland benefit from tax relief at your marginal rate up to certain limits. This means you receive tax relief on the contributions you make, enhancing your pension savings.

Can I access my pension before retirement age?

Normal Retirement Age (NRA) is 65 however you may be able to access a pension from age 50 if it is from an occupational source and you have left that employment. For self-employed individuals it is usually 60. There are specific circumstances (such as serious ill health) where early access may be possible. It’s essential to understand the rules and implications before considering early withdrawal and advice should always be sought.

Get a Customised Pension Plan in

3 Simple Steps

Get In Touch With Us

Speak with our insurance specialists to know more details about policies and premiums

Plan With Us

We assist you in every step, from assessment to picking the right plans

Pick The Right Premium

Use our fee-based advice services to know all plans that are feasible for you

Don’t Just Take Our Word for It

I came across this company on Instagram while reviewing my pension options and contacted them for advice. I initially dealt with Aidan who gave me great advice and insight. As I engaged further with him, I felt very comfortable and reassured in my dealings. He called to the house with his colleague Geoff and discussed all my pension options in detail, in plain English. I never felt pressured into doing anything and they were very patient with me as I had lots of questions. I decided to move my pension plan to their company and I haven’t regretted my decision. Highly recommend Aidan and Geoff.

Professional and friendly service Many thanks to Aidan at New Alliance for his help and guidance when I recently needed support in relation to a pension. Aidan kept me updated at every stage with emails and phone calls so I felt involved every step of the way.... delighted with the professional friendly prompt service.

I contacted New Alliance about my old workplace pension that I wanted a cash settlement applied for as I tried myself and was offered pitence for. I cannot rate New Alliance and Aidan Whelan high enough he was just brilliant ! And my experience dealing with Aidan Whelan from start to finish was top draw so professional and always updating me how my case was progressing. He realised a excellent settlement amout that I am still amazed at several weeks later! I would highly recommend New Alliance and Aidan Whelan to family and friends I so delighted with my outcome.

We have Recently had the pleasure of Dealing with Aidan Whelan from New Alliance wealth planning. I found Aidan to be very knowledgable, prompt and professional while always having our best interests at heart. He is definitely someone I can recommend and would have no hesitation in saying that we were 100% happy with the service we have received. Thanks for your help Aidan it has been very much appreciated. Regards Phil

Aidan was recommended to me by a colleague who spoke very highly of their experience in dealing with Aidan. Having discussed my business with Aidan he took control of my affairs as regards a previous pension I had and also some mortgage interests I had. He dealt with all these affairs for me in an extremely professional and detailed manner. I can’t recommend Aidan and the company highly enough and look forward to doing further business in the future. Mick Territt

I got in touch with Aidan in October last year to try and find a pension I had contributed to, Aidan checked everything out for me and talked me through the paperwork, he made it seem so easy. I am very happy with the help and guidance provided by Aidan and I have told friends about Alliance Wealth planning Ltd. I had no worries once I got talking to Aidan. He is friendly, very professional and helpful Bridget in Co Clare

Your Success Is Our Reputation

Take the First Step to Financial Planning Advice with Security

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Enjoy Your Retirement. Life doesn’t stop when you retire, Confused? Just ask somebody who knows.