Lucas Financial Consulting Ltd

 Pension Levy Imposition of an annual 0.6% levy on nearly all pension benefit structures  Will be in place until 2014 and is based on the value of scheme assets at the 30th June  Look at ways of offsetting the cost of the levy – i.e. lower cost structures Can you access lower cost structures through […]

Investment returns – where have they come from? Research has shown that about 90% of the return from a typical Pension or Investment Fund is determined by the asset mix – ie the proportions held in equities, property, bonds and cash. This makes sense if we think of property for example. If the market is […]

What the fund managers say In this section we look at the House view of one of the leading Fund Managers operating in Ireland and importantly, what’s on the horizon for Government and Corporate Bonds