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Friday, September 9, 2011

Bank of Ireland - Financial Advice Campaign

Bank of Ireland are running a Financial Advice Campaign for all business customers until the end of October 2011.

As the 31st October 2011 deadline for the Self-Assessment Tax Return is fast approaching, Bank of Ireland Malahide are arranging one to one appointments with an experienced and qualified Insurance and Investment Manager  / Premier Wealth Manager  to answer pension-related questions for employees, those who are self-employed (Sole Traders/Partners/Company Directors) and employers.

Advice will include:
·         Generous tax benefits and reliefs;
·         Benefits of saving for retirement;
·         How pension plans work;
·         Made redundant or leaving employment?
·         Retiring soon?
·         Starting a pension plan;
·         Existing pension review service;
·         Legal obligations for employers;
·         General financial advice.

If you employ a number of staff, Bank of Ireland can also facilitate this by arranging a presentation to them and/or a meeting with them on a one to one basis.  It is never too early or too late to start a pension and the benefits, particularly at this time, are very attractive.

Bank of Ireland would be delighted to meet with you at a time and place that is convenient for you (after office hours are also available).

For further information, or take arrange an appointment, please call Geoff on 01 8455755 or e-mail geoff.lynam@boi.com or asmyth@boi-ii.com.

They look forward to hearing from you!

Sarah Ann McGrath



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