Our team of financial advisors works closely with Public Sector employees as they navigate different life stages. These are the key financial tips they would offer those looking to create financial security for themselves and their families.
Track your income and expenses using budgeting apps or spreadsheets to understand where your money is going.
As your life changes, so too will your objectives with your money. Regularly review your short, medium and long-term goals to ensure you stay on track.
Get to know your pension entitlements through your Main Scheme and determine what options are available to you.
Educate yourself about the different investment options available. If you’re new to investing, consider completing a Risk profile with an Advisor to see what funds best suit you.
Book a financial planning meeting (virtual or in-person) with one of our qualified Advisors.
We can guide you through how the scheme works, the process for joining and the tax relief available.
As an IPF client, you can gain access to regular updates and reviews of your retirement plan.
Our clients can call and have their queries and questions dealt with by a Qualified Financial Advisor with expertise in the Public Sector Superannuation Scheme.
“Had my annual review with Jeff and got great advice without being pressured into making any decision’s. I was given time to think about options for planning my pension, all of my questions answered, and Jeff explained my options in plain English without the jargon.”
Miriam Crown
30+Years working with Public Sector staff
28k+Current Policyholders
90+Staff Members
€1bin funds under management
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