Retirement Planning Ireland

Over the last 15 years we have been helping public sector employees plan for a more secure and comfortable retirement

Retirement Planning Ireland

  • How to settle your AVC
  • Investing in retirement
  • Social Welfare Entitlements
  • Managing your ARF or AMRF
  • Last minute AVC
  • Inheritance Planning
  • Tax
  • Pension Planning

Getting Started with Retirement Planning

Before Retirement

(5-10 years before retirement)

  • Update you on your Superannuation Scheme and other entitlements

     

  • Advise you how to fund your retirement in the most tax-friendly way possible

     

  • Explain how tax affects your retirement contribution and benefits

     

  • Explain your retirement options

At Retirement

(4-6 months before retirement)

  • Provide financial advice on investment options available
  • Advise you on how you can draw down your AVC/Public Sector PRDA
  • Give you information on your social welfare and other entitlements you might have in retirement
  • Advise you on how to get the most out of your retirement

During Retirement

  • Review your savings and investments

  • Advise you on drawing money down from your Approved Minimum Retirement Fund (AMRF)

  • Inform you of any budget changes which may affect you

  • Advise you on how to reduce your expenditure

  • Give advice on estate planning