The pension consultancy team at New Alliance are quite different to any pension advisors or general brokers that we have experienced. They have detailed knowledge of group pensions and executive schemes. Their advice is driven by a holistic approach to the individual executive, the group employer needs and the practical management of benefits in claims on a day to day basis. We released our pension brokers of almost 20 years in favour of New Alliance’s exceptional pension planning service. The company and employees are delighted with their advice and service levels.
Manufacturing Company, Midlands
I had several jobs before now and had various benefits with various group schemes. I am over 50 and have received my tax-free lump sum payments on my former employments as I continue to work and pay into my current occupational pension. New Alliance / Pension Planning offered me practical and worthwhile advice and I greatly benefited from their years of experience and expertise in pension planning.
We had a mixed bag of former employment pensions and some property investments within a self-administered pension scheme. We were considering retiring abroad and needed a tax-efficient strategy to enable our retirement plans. The pension consultant in New Alliance was excellent in presenting our pre and post retirement options in Ireland and in the EU. We have since retired happily to Portugal
AMcG & JC, Galway
I had moved jobs a few times and had various benefits with former employers’ group schemes. I was unsure on how to consolidate or claim future benefits. I am over 50 and have enjoyed tax-free lump sum payments on former employments while I continue to work and fund my existing occupational pension. New Alliance TA Pension Planning were superb in identifying my entitlements and putting in place a pre-retirement strategy. The advice was practical and I benefited from their consultants’ vast experience in pension consolidation.
As a senior executive who became a company director, I had no long term pension strategy. I considered all of the executive and self-administered pension options available to me with the help of a senior pension planning consultant from New Alliance. There were many options which I had never considered or envisaged. I have now a bespoke pension strategy involving a mixed portfolio of traditional investment funds, local commercial property and investments within my self-administered pension plan. I know where my retirement plan is going for the first time thanks to the pension planning consultants in New Alliance.
Peter M., Dublin
The team at Pension Planning/ New Alliance assisted me in cashing in my former employment pension and starting a new personal pension. The service was prompt and efficient. The advice was clear and tax-efficient.