Retirement Planning and Provisioning

We will review your existing pension arrangements and make recommendations regarding a structured plan for funding for retirement. In particular, we can recommend the pension option that will be most efficient from the perspectives of taxation, flexibility and cost of implementation. We can evaluate options with regard to transfer values from defined benefit schemes where these are available. We can advise on the following types of pensions

  • Self Administered Pensions
  • Self Invested Pensions
  • Personal Pension Contracts
  • Executive Pensions
  • PRSAs
  • Annuities

We will also advise on your options at retirement including post retirement plans such as ARFs and AMRFs.