Article included in Irish Broker Magazine

The November 2020 edition of Irish Broker Magazine, the official publication of Brokers Ireland, includes an article written by John Grant of Fitzgerald Actuarial Limited. The article looks at how members have reacted to volatility in 2020 and what lessons may be learnt. The article references the changes being made in the approach of theContinue reading “Article included in Irish Broker Magazine”

Due Diligence in Moving to a Bundled Solution (including Master Trusts)

Sponsoring employers and trustees need independent advice on their pension arrangements. Such advice is essential before making any significant change to existing pension arrangements. Moving to a master trust, or other bundled solution, is often presented as a simplification of existing arrangements. However, before undertaking such a move, employers and trustees need to fully considerContinue reading “Due Diligence in Moving to a Bundled Solution (including Master Trusts)”

2020 Vision – Presentations on Transfers and Wind-Up

Update (March 2020): In December 2019 we highlighted the forces that will lead to wind-ups and transformations of Irish pension schemes. Recent turbulence has only accelerated the timelines detailed in the presentations below. As specialists in this field, please contact Fitzgerald Actuarial in order to discuss how these processes can be managed appropriately. Following onContinue reading “2020 Vision – Presentations on Transfers and Wind-Up”

Seminars on Wind-Up and Transfer of Pension Schemes

Fitzgerald Actuarial in conjunction with Zurich were delighted to hold pension seminars in Cork and Limerick in December 2019, focusing on the challenge of pension scheme restructuring through wind-up and transfer. The presentations highlighted the forces that Fitzgerald Actuarial envision leading to a transformation of the Irish pension scheme market, underlining the importance of projectContinue reading “Seminars on Wind-Up and Transfer of Pension Schemes”