Retirement can be an exciting, yet daunting phase in all our lives. A lot of changes will happen, and there will be lots of decisions to be made.
The IPF Retirement Glidepath is designed to guide you through the retirement process and help you make the decisions that are right for you.
Find out how to maximise your retirement benefits; tax-free lump sum, annual pension, AVCs, and state pension.
Take the opportunity to maximise the tax reliefs available to you before retirement.
Gain a clear picture of your financial situation in retirement.
Make the most of our post-retirement service by booking annual reviews with your IPF Advisor.
At this stage, you will begin to see a clearer vision of your plans for retirement. Now is the optimum time to ensure your finances are in line with your goals for retirement. Your Advisor will provide you with a detailed estimate of your main scheme entitlements and your options to boost these benefits.
Congratulations! You have now reached the time to enjoy the results of your hard work and make the plans you have put in place a reality. There will be various decisions to be made and paperwork to be completed, but your IPF Advisor will guide you step by step through the process.
Now that you have settled into retirement, you will start to understand your new financial situation better. Regular reviews with your IPF Advisor will help ensure ensure your money is working right for you.
30+Years working with retiring clients
5000+Clients due to retire in next 5 years
4000+Retired Public Sector clients
€150m+Funds under management for retired clients
By clicking Submit you consent to Irish Pensions & Finance collecting and processing your personal data for the purpose of making contact with you in relation to Financial Advice. Our Privacy Statement can be found here.
Alternatively, you can contact us by phone or email.
