Irish Pensions and Finance Reviews 485

TrustScore 5 out of 5

4.8

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Review summary

Based on reviews, created with AI

Reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their helpfulness, professionalism, and ability to clearly explain complex financial topics, making the process easy to understand. Many highlight the excellent customer service, noting that advisors are patient, accommodating, and provide tailored advice, leading to a smooth and positive user experience. However, some people were dissatisfied with their mortgage application experience, feeling that their preferences were not adequately considered and that the service did not fully align with their expectations, leading to a perceived waste of time.

What people talk about most

Staff

People report positive experiences with staff, consistently praising their professionalism, knowledge, and... See more

Service

Consumers find service to be positive, with many reviewers highlighting the helpfulness and professionalism... See more

Customer service

Reviewers highlight positive aspects of customer service, praising the helpfulness, clarity, and patience of... See more

User experience

Customers consistently note positive experiences with user experience. Reviewers found the process clear,... See more

Based on these reviews

Rated 5 out of 5 stars

I've had good experiences with IPF across a few different products. Shannon Moran helped me set up an AVC, and then later I went through IPF for my mortgage, with Ryan Flood helping me most recently.... See more

Rated 5 out of 5 stars

Nicole was very helpful and made everything very straight forward. She also reminded me to claim tax back on my income protection payments for last year, which I had forgotten to do! It was very rea... See more

Rated 5 out of 5 stars

When I met one-on-one with Yasmin, she made my pension clear to me for the first time ever! She clearly explained how the AVC works, and the benefits, without being pushy. I then had some follow up co... See more


Company details

  1. Financial Planner
  2. Finance broker
  3. Financial advisor
  4. Pension office

Written by the company

Irish Pensions & Finance was established in 1993 and specialises in the provision of financial advice to Public Sector employees. Over the past 30 years, we have built up a wealth of experience in dealing with employees working in the Public Sector and currently administer over 137 AVC schemes with a combined membership of over 25,000 members. Current schemes include Civil Service, HSE, Voluntary Hospitals, AGSI and Local Authorities. We have a team of over 60 Financial Advisors who work with clients from initial consultation through ongoing servicing and monitoring. Our goal is to guide our clients towards making the right decisions regarding their own financial priorities and concerns. As part of our service, we provide online and in-person information sessions for Public Sector staff. These sessions give staff a breakdown of their superannuation entitlements and the options available to enhance these benefits. Staff are also offered the opportunity to meet a Financial Advisor on a one-to-one basis for an individual financial consultation, free of charge. We specialise in the provision of retirement/ financial planning advice.


Contact info

4.8

Excellent

TrustScore 5 out of 5

485 reviews

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Replied to 50% of negative reviews

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Rated 5 out of 5 stars

Gia Christie is the best

Gia Christie is a brilliant Financial Advisor.
I will highly recommend her to assist anyone to explain and make you understand your personal financial needs.
She gave me feedback as well as went the extra mile to set up my next of kin for incase of my passing.

24 March 2025
Unprompted review
Rated 5 out of 5 stars

Jack helped me set and understand my goals!

I had Jack Stevens as my advisor lately who was really great in supporting me in understanding the purpose and possibilities of AVC. Jack understood my goals financially and personally, and helped identify how to best attain those through my finances not just short term but over a long term. I have recommended Jack to lots of my colleagues who have all said he was great help.

18 March 2025
Unprompted review
Rated 5 out of 5 stars

A huge thanks to Andrew and all at…

A huge thanks to Andrew and all at Irish pensions and finance.

He took the time to explain everything in detail and answered all my questions and concerns. I am delighted with my experience and trust Irish Pensions and Finance to do a good job!

10 April 2025
Unprompted review
Rated 5 out of 5 stars

Clear and concise

Wonderful to have everything made clear and concise, also the convenience of the use of technology to make it easier to make appointments and work around family and work commitments, it’s been a pleasure doing business

18 March 2025
Unprompted review
Rated 5 out of 5 stars

I was doing my annual review and…

I was doing my annual review and received my reminder in time so the contact and agreement was made and updated quickly. All documentation was completed and updated easily. I was given my information on the updated amount and notified this was being processed etc.

11 March 2025
Unprompted review
Rated 5 out of 5 stars

Michelle from IPF - A true professional.

What a pleasure it was to deal with a true professional regarding the best financial advice for retirement.
No automated voice, no hanging on the phone for 30 mins and definitely no passing the book. Michelle is the real deal, no question too silly to ask and her advice was logical, practical and suited my needs at this time in my life. Her advice and knowledge re AVCs is commendable. She listened and took on board what I planning for on my
retirement. A year later, I am very pleased I took her advice. She was available all through the process and remains in contact advising me on the best possible funds to invest in. Thank you Michelle. IPF have an excellent employee in you .

21 March 2024
Unprompted review
Rated 5 out of 5 stars

Informative, engaging & professional

Informative, engaging and professional - Casey Jackson-Myers was very good. She explained all in a clear and understandable way and was very nice to deal with. Took all of my questions and provided relevant answers. Was pleased with the experience.

30 January 2025
Unprompted review
Rated 5 out of 5 stars

Very informative and helpful

Michelle Farrelly was a fantastic help from the very start of showing my interest in commencing AVCs. Her emails were informative and efficient. The team meeting I had with Michelle was detailed and she could not have done enough to ensure I understood the AVC Plan I was signing up to thoroughly. Michelle agreed to email me everything discussed, which was an added bonus to have the notes and information discussed. We also agreed to link in again to ensure the plan is working for me. Michelle was amazing to deal with and I look forward to her helping me further in the future.

19 February 2025
Unprompted review
Rated 3 out of 5 stars

After workplace demonstration I signed up for AVCs

After the workplace demonstration I signed up for a consultation but was not contacted. I had to get contact details from a work colleague and contact James directly. When I did James was very helpful in organizing a meeting very quickly which was much a appreciated. There were a few errors in the projections (incorrect numbers of years of service and the fact that if you work past 65 you cannot continue to accrue years). Nevertheless, the information provided on AVCs was good and overall I was happy with the consultation

25 February 2025
Unprompted review
Rated 5 out of 5 stars

Practical and to the point

It was great to speak with our financial advisor , our meetings were scheduled around our availability and got great and practical advice regarding pensions , income protection and life insurance .
Would recommend to work IPF.

6 March 2025
Unprompted review
Rated 5 out of 5 stars

Great assistance from james

I dealt with james and he made everything easy to understand
He was very knowledgeable about anything I asked
He didn't rush me at all and made sure I was happy with everything
I would highly recommend him

13 February 2025
Unprompted review
Rated 5 out of 5 stars

Getting ready for my retirement

Getting ready for my retirement is important to me to ensure that I am not a burden to anyone, IPF lead me to the right direction and helped me to be financially sound as the day approaches and to make sure I have enough funds and will be able to enjoy my future retirement plans. Alison gave me insights on how to be better prepared and admire her patience towards me concerning questions that I do not understand regarding AVC. I am just glad that I am ready...

8 July 2024
Unprompted review

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