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Executive Financial Planning

With many years of experience in providing personal financial planning advice we work with companies to provide tailored financial advice services to their senior executives. We offer tiered levels of service and our advisors have an extensive range of skills and experience that bring together actuarial, investment, pensions and protection expertise.

Willis Towers Watson has for many years provided senior executives in organisations with personal financial planning advice and we have never seen a greater need for such a service. Company executives tend to have little time to manage their personal financial affairs and may not realise the value of the benefits being made available to them by their employers. Senior executives also tend to exercise more complex retirement options and need support in managing often significant accumulated assets.

We also see increasing numbers of executives affected by the Irish Standard Fund Threshold (SFT) pensions cap. The legislation in this area is complex and executives need support to mitigate the risks of paying SFT tax. We deliver advice in this area using an array of tools including our unique Pension Tax Planner software tool.

We work with companies to provide tailored financial advice services to their senior executives. We offer tiered levels of service which can extend to lifetime cash flow modelling and the preparation of detailed reports to executives with explicit recommendations on how they can achieve their financial objectives. Our advisors have an extensive range of skills and experience that bring together actuarial, investment, pensions and protection expertise.

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