Category: Financial plan

Irish commercial property funds have had a rollercoaster two years, from >9% price falls pre-Covid, to restrictions on withdrawals, and asset disposals. Read our three lessons if you’re considering investing.

KBC investments are disappearing from the Irish landscape.  The bank is heading for the exit, and people in Ireland who have invested their savings with them have decisions to make. If you have a regular or lump sum investment with KBC Bank, what should you do? We outline your options. This article is on regular … Continued

For most of us, combining old pensions into the one that’s on offer with a new job is a missed opportunity. Read why

Central Bank of Ireland statistics show Irish companies had cash on deposit of over €142 billion in June 2021. That’s a heck of a lot of unproductive cash earning zero – or possibly negative – returns. If you run a small- or medium-sized business in Ireland, here are five good reasons to consider investing some … Continued

As the 2021 United Nations Climate Change Conference, COP26, kicks off in Glasgow, we’re sharing a conversation with Sarah Norris, fund manager of the Abrdn Global Equity Impact fund, on investing with impact.  Watch or read the transcript below to learn more on putting your money into funds with strong environmental, social and governance (ESG) … Continued

I have held around €40,000 in cash savings for some time. My bank recently approached me and suggested that I invest some of the cash I have saved with them. Should I take its advice? – Anon, Co Meath Ireland’s banks have been grappling with a strange problem lately: too much money. These days, minding … Continued

I am 63 and, because I am hoping to retire in the next two years, a lot of my pension is held in a cash fund. However, the value is steadily decreasing due to charges and inflation. What options do I have to avoid this? – Anon, Co Kildare The low-interest rate environment of the … Continued

Sometimes the challenge with investing is not identifying great opportunities – but getting access to them.  Many of the best growth stories in recent years have come from companies that have stayed away from the public markets, and grown with private capital. Stripe and Revolut are just two examples of multi-billion businesses that have grown … Continued

When you change job, your pension options change too. It’s a great time to look at your pension provision and make some improvements.  Typically, you’ll have three options for your pension when you leave your job.  You can do nothing.  You can move it into the pension that comes with your new job.  Or you … Continued