1% Cashback Pension Offer
Quigley Financial Brokers are now offering 1% cashback on pension transfers to new and existing clients to help plan for their retirement.
Schedule a meeting directly with Conleith M. Quigley QFA RPA via his online calendar to review your pensions to see do you qualify for the offer.
We will ask you to complete a fact-finding form for Conleith so he can prepare for the meeting in advance.
We look forward to hearing from you in the near future.
Cashback Pension - how it works
The 1% cashback offer will be available to new and existing clients advised by Conleith M. Quigley QFA RPA to move current or old company pensions, previous employer pensions, personal pensions, personal retirement bonds and approved retirement funds worth €100,000 or more to a new provider.
Example:
A person transferring a previous employer pension of €100,000 would receive €1,000 in cashback.
Cashback applies to single premium pension transfers of €100,000 and over.
Cashback applies only to transfers from current or old company pensions, previous employer pensions, personal pensions, personal retirement bonds and approved retirement funds to a new provider.
The 1% cashback will be paid on the amount transferred.
The cashback payment will be paid to you one month after the transfer has been processed.
You may prefer to have the 1% allocated to your pension to grow tax-free until maturity date.
Conleith M. Quigley QFA RPA will only recommend to transfer your pension if he believes it is in your altogether financial best interest.
1. Contact us today to have a brief chat.
2. Book your consultation with a Qualified Financial Advisor to discuss your mortgage requirements and the application process.
3. Your completed mortgage application form and supplementary documentation submitted to a lender for approval in principle.
Warning: Past performance is not a reliable guide to future performance. The value of your investments can go down as well as up and you may lose some or all of the money you invest. Investments denominated in a currency other than your base currency may be affected by changes in currency exchange rates.