Irish Pensions and Finance Avis 

496
TrustScore 5 sur 5

4,8

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Lisez les avis des autres

Noté 5 sur 5 étoiles

I am not great with finance stuff, my brain just won't engage with it. The IPF representative was very patient and clear about numbers and timeframes, didn't push for more than I was comfortable wit... Voir plus

Noté 5 sur 5 étoiles

I have always had a complete block when it comes to anything pension related. Yasmin made my own personal pension situation really clear to me for the first time ever on our call! Catherine then follo... Voir plus

Noté 5 sur 5 étoiles

The service and advice l have received from Irish Pensions and Finance over the last 10 years has been excellent and relevant to my changing life circumstances. Thank you to Camilla and team for all y... Voir plus

Noté 5 sur 5 étoiles

I have been relying on Irish Pensions and Finance (in particular Rebecca Cox) for over 4 years now for advice regarding; my pension and income protection. They always make sure to follow up with me... Voir plus

À propos de l'entreprise

  1. Planificateur financier
  2. Courtier en finances
  3. Conseiller financier
  4. Bureau de retraite

Écrit par l'entreprise

Irish Pensions & Finance was established in 1993 and specialises in the provision of financial advice to Public Sector employees. Over the past 30 years, we have built up a wealth of experience in dealing with employees working in the Public Sector and currently administer over 137 AVC schemes with a combined membership of over 25,000 members. Current schemes include Civil Service, HSE, Voluntary Hospitals, AGSI and Local Authorities. We have a team of over 60 Financial Advisors who work with clients from initial consultation through ongoing servicing and monitoring. Our goal is to guide our clients towards making the right decisions regarding their own financial priorities and concerns. As part of our service, we provide online and in-person information sessions for Public Sector staff. These sessions give staff a breakdown of their superannuation entitlements and the options available to enhance these benefits. Staff are also offered the opportunity to meet a Financial Advisor on a one-to-one basis for an individual financial consultation, free of charge. We specialise in the provision of retirement/ financial planning advice.


Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

496 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Aucun historique récent de demande d’avis

Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.

A répondu à 50 % de ses avis négatifs

Répond généralement dans un délai de 48 heures

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4,8

Tous les avis

(496)

109 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Amazing service

Brilliant service, my financial advisor Allyson helped me out so much and made the entire process of setting up my AVC clear and concise and straight to the point and her communication throughout was spot on! Highly recommend

6 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Great service.

Great service.
Shane was excellent to deal with, knowledgeable and courteous at all times. I would recommend anyone who wants to deal with a company that is helpful and efficient to get in contact with IPF.

18 décembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Great financial planning experience with IPF advisors

It's so great to have people with in depth knowledge about finance and consultancy assisting you in making the wise decisions for your personal finances. My advisor Nishtha really did outshine my expectations with the company. She not only helped me in choosing the best available option for saving plans, but also have suggestions to have a more secured and stable future with Pension plans.

13 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Great

Shane was very informative and explained everything clearly, constant support available when needed.

12 décembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Easy to deal with and great communication

I was recommended IPF by a friend and was delighted with how easy it was to arrange a consultation. I filled the online contact form and was called that evening. I dealt with Allyson and she was so friendly and patient and explained everything in great detail. She made everything so easy. Will definitely try and deal directly with Allyson again in the future and would highly recommend her.

2 décembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Financial review

Hi, I had dealt with Casey and she gave us a full review with good recommendations. She has since followed up and supported us very well. We are most grateful.

Ray Lacey

4 décembre 2024
Avis spontané
Noté 1 sur 5 étoiles

Absolutely horrified with recent…

Absolutely horrified with recent dealing regarding my AVCs. Had been advised that allocation rate would be 67% for first year of my account. However, had not been advised on my review that any subsequent increases would also be set at 67% allocation moving forward. Couldn't understand why I had been charged such a high premium on my annual statement. Looked back and 67% allocation for subsequent increases was noted in very small print. This was not mentioned during lengthy review call. Really really disappointed. Moved to Cornmarket instead with a more favourable rate for Public Sector worker (IPF may have lower AMC charge but this is not favourable when accounting for allocation rate and 67% rate in first year on increases).

16 décembre 2024
Avis spontané
Logo de Irish Pensions and Finance

Réponse de Irish Pensions and Finance

Good Afternoon Naomi, we are very sorry to hear you have had a negative experience. If you would like to discuss your policy further, you are welcome to give us a call on 01 8298500.

Noté 5 sur 5 étoiles

AVC Review

Nishtha was excellent at breaking everything down and explaining things to me in a way I could understand. (I'm not very good with financial planning) She was clear and concise, answered all my questions and I came away with a clearer picture of what additional savings I needed to be making for retirement.

14 novembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Annual review

Alison was personable and lovely to deal with. She was very matter of fact about what was a realistic goal for me for future planning, and gave good advice about other considerations I should make due to my family circumstances. She was very open in discussing the fees associated with my AVC so it was more transparent. I'd happily recommend Alison as a financial planner!

12 novembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Knowledgeable and Concise

Shane provided very clear and concise information and really made the review a very easy process. He was very knowledgeable and tailored my review to suit my specific needs.

1 novembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Excellent help with details about my…

Excellent help with details about my Pension and AVC's

The financial Advisor Eva Kane was an excellent help with giving me information regarding my Pension. She also explained what AVC's where and how they worked.
Would recommend this company.
Thanks

18 octobre 2024
Avis spontané
Noté 5 sur 5 étoiles

Above and Beyond Service

The service was great and explained everything to me in and was open to any question and re-explained to me again when wanted it. He was great and so patient. A great service

30 octobre 2024
Avis spontané
Noté 5 sur 5 étoiles

The Retirement Process

Lynette, was extremely helpful and professional in handling the draw down of an AVC, both in fulfilling the requirements for the IPF side but also with advice regarding the employers side too. She has always been a pleasure to deal with.

30 août 2024
Avis spontané
Noté 5 sur 5 étoiles

IPF annual review

Michelle was very professional and listened and responded to all my queries.
She was very clear with her advice and a pleasure to deal with.

15 octobre 2024
Avis spontané

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