Retirement Planning
The key to ensuring future financial security is advanced planning. At Gateway, we offer specialist advice on devising and setting up plans to suit each individual customer’s needs including the provision of life and disability cover.
Personal Pension plans are tax efficient saving plans that enable you to save for a comfortable retirement. At Gateway we offer independent advice on the range of policies available and help customers to select the policies most appropriate to their needs and expectations including Self Employed, Directors, Additional Voluntary, Self Administered and Syndicates including Property.
PRSAs
At Gateway, we can arrange Personal Retirement Savings Accounts that provide the self-employed and those in non-pensionable employment with opportunities to make retirement benefit provisions for themselves in very tax efficient ways. PRSAs are arranged with an approved PRSA provider, which holds units in investment funds which are managed by them. These are also suitable for members of group pension schemes who wish to make Additional Voluntary Contributions to supplement their retirement benefits under the pension scheme. At Gateway we offer specialist advice on the PRSAs available and assist customers in choosing and setting up the one which best fits their needs.
REGULAR PREMIUM SAVINGS PLANS
Regular saving plans are an ideal way for you to save for the day when you will need access to capital, whether it is to educate your children, buy a new car, go on holiday or simply build up a nest egg for the future. If you are prepared to save a regular amount each month, Gateway will help you choose a plan best suited to you and your personal needs.
LUMP SUM INVESTMENTS
At Gateway we have a large range of investment options depending on your requirements, from guaranteed products for the security conscious, Income Bonds for those requiring regular income, Deposits for accessibility and access to fully managed portfolios for the longer term investor.
We cater for the following:
- Deposits
- Unit Linked Funds
- Guaranteed Bonds
- Income Bonds
- Syndicated Property
