Handoffs

1 waiting to be accepted · every transfer carries the full client story

Kearns pension transfer (via Glanmire)

Charlie Murtagh → James Corrigan · sent 4 Aug 2026

accepted

Introduced by Glanmire Financial Partners in July. Terms of business signed; certified ID and proof of address still outstanding. Target completion before the November retirement date.

Anthony is retiring in November. Glanmire own the advice — keep Brian Twomey copied on everything.

Where it stands

· Stage: Onboarding, 6 days
· Two of eight checklist items complete
· No blockers other than the outstanding ID

Watch for

· Intermediary-led — no direct advice
· Client prefers phone contact after 5pm

Hegarty — ARF set-up for Eoin

Charlie Murtagh → Jay Kavanagh · sent 7 Aug 2026

awaiting acceptance

Eoin Hegarty is moving an occupational pension into an ARF. Transfer authority signed 21 days ago; the ceding scheme has not issued the discharge letter. Sorcha handles the paperwork in practice.

Needs someone to chase the ceding scheme daily. Eoin is anxious about the timeline.

Where it stands

· Stage: Onboarding, 17 days
· One of five checklist items complete
· Blocked on the ceding scheme

History

· Joint clients since 2019
· Education fund mandate already running
· Last contact eight days ago by phone

Fitzgerald Trust — deed variation and rebalance

Charlie Murtagh → James Corrigan · sent 6 Aug 2026

accepted

Trust deed variation agreed; rebalance staged and awaiting trustee signatures through Úna Carey. Alice Fitzgerald is the remainder beneficiary and should not be contacted directly.

Trustee signatures are being gathered by the solicitor. Only Fiona can instruct.

Where it stands

· Stage: Execution, 4 days
· Three of five checklist items complete

Watch for

· Only the lead trustee may instruct
· Solicitor holds the original deed

Duignan SSAS — property disposal and reinvestment

Charlie Murtagh → Jay Kavanagh · sent 16 Jul 2026

returned

Cormac Duignan's SSAS is selling a commercial unit in Mallow. Reinvestment cannot be planned until the sale closes. Glanmire retain the advice relationship.

Small self-administered scheme; property disposal proceeds to be reinvested.

Where it stands

· Stage: Negotiation, 25 days
· On hold

Returned: Property sale timing unknown — returned until Glanmire confirm a completion date.