Executive Pension Portfolio (EPP)

  • A pension plan designed for senior executives and company directors. 
  • For investors who are comfortable making their own investment decisions, without financial advice.

Davy Select EPP

  • A Davy Select EPP enables senior executives or company directors to create a tax-efficient occupational pension that is tailored to their individual needs. 
  • Available to senior executives or company directors receiving Schedule E remuneration for income tax purposes.
  • Both you and your employer can make contributions.
  • Fees and Charges apply.

To find the pension that suits your needs, try our no obligation consultation. 

Call us 01 614 3311

How a Davy Select EPP can work for you

Tax-free investment returns

  • No capital gains tax when you sell your assets.
  • No exit tax when you exit a third party investment fund. 
  • No income tax on dividends or coupon payments.

Investment diversity

  • Choose from more than 10,000 investments and 700+ investment funds with no dealing charges to buy and sell funds on the platform. Asset classes include cash, bonds, equities and alternatives.
  • Full access to the Davy Select trading platform.

Tax relief

  • Contributions paid by the company will qualify for corporation tax relief (within certain limits).
  • Contributions paid by you will qualify for income tax relief (within certain limits).

Flexible benefits at retirement

  • A once-off lump sum (within certain limits) and one or more of the following:
  • An annuity and/or
  • A transfer to an Approved Retirement Fund and/or
  • A taxable lump sum (subject to PAYE).
  • Clients can also avail of a combination of the above.

Some pension risks

You are responsible for making all of the investment decisions in relation to your pension. Your choices may not be the best options.

As a result, there is a risk that the pension scheme may be underfunded by you and/or the value may be insufficient at retirement so that your long-term retirement needs may not be met. 

It is important that you seek independent professional advice prior to making any decisions which have tax, legal or other financial implications.

Learn more about some of the risks that prospective investors should consider prior to making a decision to invest in a pension or retirement product.

Tax Warning 

Warning: The information contained herein is based on our understanding of current tax legislation in Ireland and the current Irish Revenue interpretation thereof and is subject to change without notice. It is intended as a guide only and not as a substitute for professional advice. You should consult your tax adviser for the rules that apply in your individual circumstances.

Warning: Information provided on the Davy Select website does not constitute investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any particular person. You should ensure that you understand the risks associated with any investment prior to making an investment decision.

Pension Regulatory Information.

Davy acts as Pensioneer Trustee to EPPs.

Davy is a PRSA provider and a Qualified Fund Manager to ARFs.

Unsure which pension
to choose?

To find the pension that suits your needs, try our no obligation consultation.

Call us on 01 614 3311 or email pensions@davyselect.ie

Factsheets

Download our Pension Factsheets:

EPP Factsheet

Transfer your Pension

Transferring an existing pension
couldn’t be simpler.

Call us now to discuss your options on 01 614 3311

Davy

We are an established name, a trusted financial brand that has inspired confidence for nearly a century.

Choosing Davy Select, you’ll build on generations of award-­winning services under the Davy banner.