Teachers Retirement Planning
Teachers Retirement Planning
- How to settle your AVC
- Investing in retirement
- Social Welfare Entitlements
- Managing your ARF or AMRF
- Last minute AVC
- Inheritance Planning
- Tax
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
News and information
Teacher Retirement News April 2021
Teacher Retirement News April 2021 If you thinking of retiring in the next 2 years we have some information you should know about the changes to teaching salaries and pension entitlements before you do so. How to get more out of your pension in 2021. General Pay...