Watch our Business Growth webinar with
Harvest
Agenda
Overview of insured pension schemes
The insured scheme is a pension provided by an insurance company and they invest in the funds they make available.
Overview of self-administered pensions
The self-administered scheme is a pension set up through a Pensioner Trustee Firm that gives you more flexibility and control over investment options.
Fund accumulation strategies
Harvest will help you decide between an insured or self-administered pension and give advice on much investment risk should you take.
Retirement planning considerations
Receive guidance on how to ensure your pension plan is in line with your overall retirement plan, i.e. how much you fund and what you invest in.
Liquidity and asset allocation
Harvest will discuss how you might structure your pension investment portfolio, plan for liquidity and your pension lump sum entitlements.
Investment options within Self-Administered pensions
For example, cash, equities, property, solar or private equity.
About Harvest
Harvest Financial Services is one of Ireland’s leading financial advisory firms helping clients through the provisions of retirement planning, financial planning and investment advice.
Their success is recognised at the Irish Pension Awards where they have been awarded Independent Pension Advisor of the Year in 2015, 2016 & 2017. In 2018, Harvest was awarded Investment Broker of the Year at the LPI Awards and Pension Broker / Financial Advisor of the Year at the Irish Pensions Awards.
Meet the speakers
Andy Dixon
Business Development Manager at Harvest Financial Services
Andy joined Harvest Financial Services in 2018 as Business Development Manager and has 17 years’ experience in the Pensions Industry in Ireland. Before joining Harvest; Andy provided technical support to independent intermediaries in the provision of Retirement Planning and Investment advice.In Harvest, Andy supports the growth of the business working with new clients, accountants, solicitors and other professional referrers to provide retirement planning and wealth management solutions. Andy has attained the QFA, FLIA and RPA designations and is a Certified Financial Planner. Andy sits on the Life Insurance Association Dublin Committee and is past Chair of the North East Regional Committee.
Rose Kervick
Director of Sales and Marketing at Kinore
Rose is the Director of Sales and Marketing at Kinore. Rose has worked in senior leadership roles for over 20 years in both US corporates and Irish SME’s. Areas of expertise: Leadership, Strategic Planning, Executive Coaching, Mentorship, Online Business Management.Rose holds a BA in English and Psychology (UCC), Masters in Management (UCD Smurfit School) and a Certificate in Company Direction (Institute of Directors).
