Now you have reached retirement, you can start making the most of your new found free time. However, in order to give yourself peace of mind at this time, it is important to ensure you have a level of financial security in place for you and your loved ones.
At IPF, we believe your Financial path does not end at retirement.
We work with our retired clients to put short term, medium term and long term plans in place.
This can include, but is not limited to:
At IPF, we believe your Financial path does not end at retirement.
We work with our retired clients to put short term, medium term and long term plans in place.
This can include, but is not limited to:
- Planning your pension payments / ARF withdrawals and any tax liability related these
- Management of your Tax Free Gratuity and deposits / investments
- Assessing any Inheritance tax liabilities that may arise
- Ensuring appropriate level of Life Cover is in place for you and your spouse
Retirement Help Desk
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Our Retirement Helpdesk is available to our retired clients to answer any queries in relation to your finances in retirement.
Phone number:
01 6910317 Any retired client can ring this designated number and have their queries and questions dealt with by a Qualified Financial Advisor with expertise in the Public Sector Superannuation Scheme and Retirement Planning.
This service is completely free and you can ring as often as you need. |
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Book in for a financial consultation
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