Enhanced Transfer Values

BACKGROUND Enhanced transfer values are becoming more prevalent as companies aim to reduce their pension scheme liabilities. Here, we detail the rationale behind the notion of enhanced transfer values and the factors you should consider when reviewing an offer, and how it compares to your defined benefit pension. Low expected returns from investments and increasing annuity prices have resulted in …

Vacancy: Investment Portfolio Specialist

Established in 2007, Wellesley Investments & Pensions Ltd is a Financial Advisory Firm specialising in Investment Management, Investment Risk, and Pensions Structures. The company’s clients vary from large pension schemes to high net worth private clients.   DESCRIPTION: Working as part of the Investments Team, the Investments Portfolio Specialist will have responsibility for the administration of client investment portfolios and …

Does Increasing Housing Supply Pose a Threat for Residential Property Prices?

Despite the significant expansion in housing supply in 2017, it was an exceptional year for the Irish residential property market in terms of rental and price inflation.  In our update, we believe there is scope for further growth in 2018, particularly in the Dublin apartment market. Click here to read more.

Equity Market Volatility – February 2018

Following the sharp fall in global equity markets and the increased volatility over the last two weeks, our Equity Market Volatility – February 2018 note looks into the drivers behind these moves and we provide our view on recent developments. Click here to read more.

Oil Update February 2017

The joint ministerial monitoring committee (JMMC), the body tasked with monitoring the compliance of the 13 OPEC members and 11 non-OPEC oil producers with production adjustments, met on January 22nd. At the meeting, countries confirmed commitments to shoulder their share of the production cuts originally announced in November and December. Click here to read more.