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Retiring with Choice and Tax Efficiency

Plan for a comfortable retirement with complete flexibility and expert guidance. Our services help you grow and access your retirement fund tax-efficiently, ensuring it’s securely structured to pass to your estate upon death. Enjoy the freedom to invest in alternative structures for a secure and fulfilling future.

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Tailored Pension Solutions

At SYS Financial, we deliver personalised retirement planning services specifically designed for successful and prosperous individuals. Our approach offers complete flexibility, enabling you to grow and access your retirement fund in the most tax-efficient manner.

Private Wealth Management

Pension Adjustment Orders

If you’re going through a divorce or separation, Pension Adjustment Orders are essential for ensuring your pension entitlements are fairly distributed. We can advise you on these legal arrangements to facilitate the equitable division of pension assets, helping you avoid disputes and secure your financial future. By understanding your rights, you can make informed decisions and protect your retirement savings during this challenging time, providing stability as you navigate significant changes.
Private Wealth Management

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 or owner, 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.
Private Wealth Management

Retail Master Trust

Retail Master Trusts provide a flexible and efficient solution for managing retirement savings. Designed to maximise tax-free lump sums at retirement, this option offers various strategies to optimise your retirement benefits. Ideal for business owners who prefer a hands-off approach to pension management, Retail Master Trusts ensure compliance while optimising returns.
Private Wealth Management

Self-Directed Pensions

Take control of your retirement investments with a self-directed pension, allowing you to invest in a variety of assets, including property and stocks. This flexible approach lets you tailor your investment strategy to your unique goals while maximising tax efficiencies. Self-directed pensions often feature cost-efficient structures that minimise fees, ensuring more of your money is put to work. With the freedom to adapt your investments as market conditions evolve, you can build a robust retirement portfolio.

We ensure your assets are securely structured to pass to your estate upon death while providing the freedom to invest in alternative structures that align with your retirement goals.

Why Private Clients Choose SYS Financial for Retirement Planning

Tailored Strategies

We offer personalized retirement planning strategies that align with your unique goals.

Investment Diversification

We focus on diversifying your investments to reduce risk and maximize returns.

Comprehensive Guidance

We are committed to guiding you every step of the way, ensuring financial security for a fulfilling retirement.

Tax Efficiency

Our approach emphasizes minimizing tax liabilities to enhance your retirement savings.

Flexible Retirement Income Options

Our advisors provide various income options to suit your retirement lifestyle, whether you plan to retire early or maximize your pension contributions.

“SYS Financial helped me structure my pension plan to ensure a comfortable retirement. Their expert advice and personalised approach gave me confidence that I was making the right decisions. I’m now set to retire early without any financial worries.”

Mark D

Private Client

Frequently Asked Questions

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?

Ready to plan for the retirement lifestyle you’ve always wanted? Contact us today to speak with an expert advisor and explore tailored pension options.

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