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08 Dec

How the Pension Levy Works

The Government levy on pension pots is set to get bigger before it falls back. The Irish Times – Special Report by Frank Dillon. With only about half of the country’s workers currently in occupational...

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01 Dec

Make the Most of Your Money

Now that we can all expect to live longer, we need to prepare better for retirement. The Irish Times – Special Report by Conor Pope. First, the very good news. You are likely to live...

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27 Nov

The Value of Financial Advice

One thing we all have in common is how complicated our financial affairs have become. Given the increasing complexity of regulations attached to financial products, falling deposit rates and the pension crisis the country is...

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19 Nov

A Big Thank You – 5% Discount!

To say thank you for your support over 2013, we are giving you the opportunity to receive: A 5% Discount on Caledonian Life Assurance and Mortgage Protection Policies. The catch - we only have 3...

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18 Nov

Economic Recovery Underway

Jim Power Economic Outlook (November 2013)  Highlights Tentative economic recovery underway; tight fiscal policy required to 2020; Stronger growth in train for 2014; GDP forecast to grow by 0.3% in 2013 and 2.1% in 2014;...

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25 Oct

Budget 2014 / October Tax Deadline

The dust is now beginning to settle on Budget 2014. It is clear that the Government is encouraging the public to put money back into the economy - to spend rather than save. The clearest...

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17 Oct

Central Bank Quarterly Bulletin (4) 2013

While national accounts data indicate that growth in the first half of the year was weaker than expected, the forecast is for a continuation of the gradual recovery in the overall level of economic activity, though...

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10 Oct

It’s Never Too Soon

It's Never too Soon to Start Planning Your Retirement. Written by Tom Lauricella, The Wall Street Journal. On the long road to retirement, one basic question repeats itself: What should I be doing now? Of...

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30 Sep

Plan for Changing Needs

A protection plan is designed to remove the financial impact that you or your family could suffer if you become seriously ill or die prematurely. You may already have some safeguards in place, but are...

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16 Sep

10% OFF Mortgage Protection Life Cover

As a Caledonian Life Broker, Inverdea Financial Services is delighted, for one month only, to offer you 10% OFF price-matched premiums for Mortgage Protection Life Cover. Whether you are looking to buy a new home...