Tailored Retirement Solutions for Irish Business Leaders and Executives

Create a secure and comfortable retirement with tailored strategies that optimise your wealth, minimise tax liabilities, and align with your long-term financial goals.

Our Comprehensive Retirement Planning Services

At SYS Financial, we understand the unique retirement planning needs of Irish business leaders and executives.

Corporate Financial Services

Retail Master Trusts

Retail Master Trusts provide a flexible and efficient solution for managing retirement savings for business leaders. Designed to maximise tax-free lump sums at retirement, this option offers various strategies to optimise your retirement benefits. Ideal for executives who prefer a hands-off approach to pension management, Retail Master Trusts ensure compliance while optimising returns. Our advisors collaborate with you to tailor the investment strategy of the trust to align with your personal financial goals and risk tolerance.
Corporate Financial Services

Employer PRSA

Employer Personal Retirement Savings Accounts (PRSAs) offer a tax-efficient way for businesses to contribute to their employees’ retirement savings. As an executive, you can benefit from these contributions to grow your pension pot. We help set up and manage these accounts, ensuring compliance while aligning them with your retirement goals. This structure not only allows employers to contribute additional funds in a tax-efficient manner but also provides a framework for passing on benefits to family members in the event of death.
Corporate Financial Services

Self-Directed Pensions

Self-Directed Pensions provide greater control over your retirement investments. This option allows you to choose from a wide range of assets, including property, shares, and bonds, to build a customised portfolio that reflects your investment strategy and risk appetite. Our advisors offer expert guidance to help you navigate the complexities of self-directed investing, ensuring that your pension remains compliant and optimally positioned to achieve your retirement goals.

Key Benefits of Choosing SYS Financial for Retirement Planning

Tax-Efficient Strategies

We help design and manage strategies to extract personal wealth from your business in the most tax-efficient way.

Value for Money

We manage costs effectively and ensure you receive the best value for your Corporate Retirement Planning and pension investments.

Diverse Options

We offer a wide range of pension options, including those with access to alternative investments for increased diversification.

Expert Guidance

With our deep subject matter expertise, we keep you informed about regulatory changes and guide you in maintaining the most suitable pension structures to minimise risks.

White-Glove Service

Our hands-on approach makes managing your pensions hassle-free, offering expert support throughout.

SYS Financial has been instrumental in structuring my retirement plan. Their comprehensive advice and tailored solutions have given me confidence in my financial future. I now have a clear strategy for growing my pension and managing my assets effectively.”

CEO

Private Company

Frequently Asked Questions: Irish Pension Plans and Retirement Strategies

About Us

About SYS Financial

SYS Financial is a leading provider of financial services for employers, private wealth clients, and individuals. Established in 2015, we now serve 8,500 clients, manage over €500 million in assets, and operate from five offices across Ireland.

Our team of more than 30 highly qualified professionals delivers unbiased financial advice and expert solutions to meet the unique needs of businesses and consumers alike. We are fully regulated by the Central Bank of Ireland.

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Questions?

Secure your financial future with expert retirement planning. Contact us today to explore our comprehensive solutions and find the right strategy for you.

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