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Approaching Retirement

As you approach retirement, you will need to consider the changes that you are set to face, be they financial, social or personal. At this stage, it is important to review your financial plan to ensure you are prepared for these changes and in a secure position to reap the benefits of a safe and comfortable retirement.

At IPF, We have put together the following services to help you with this process as you ease yourself into this new phase of your life.

1) Retirement Glidepath

As you approach retirement there are several issues that need to be taken into consideration, up to, at and after the event.
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This brochure is designed to step you through the retirement process and help you make the decisions that are right for you​.

Click on the image to the right to download the full brochure.

2) Pre-Retirement Consultations

After your retirement, you will have short / medium and long term needs. It is important that you plan as far ahead as possible for each of these stages.

What a pre-retirement consultation will cover:

  • Factfind of all existing retirement benefit
  • How to maximise tax breaks / minimise tax payable
  • Analysis of your short / medium / long term needs
  • Shaping your pension benefits to meet these needs
  • Assessing your appetite to risk / protecting your funds.

3) Retirement Seminars

Irish Pensions & Finance host retirement seminars every year at various locations around the country. These seminars are free of charge and offer a wide range of speakers.

Seminar Agenda:

  • “Retirement Planning and how your benefits work”  Senior Financial Advisor
  • “Keeping Safe in Retirement” ​Crime Prevention Officer, An Garda Siochana
  • “General medical guidelines for over 60’s” Medical Consultant
  • “Taxation; Essential information for you pre and post retirement” Chartered Accountant
  • “Investing in a Challenging World”Investment Fund Specialist 
  • “Active Retirement and managing your newfound free time”Retirement Planning Consultant​
Our next seminars will be held in Autumn 2020. You can register your interest by emailing sarah.connolly@ipf.ie.

4) Retirement Helpdesk
As part of our ongoing service to our retiring / retired clients, we are delighted to introduce the IPF Retirement Help Desk.

Phone number: 01 6910317

​Any Public Sector employee can now 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.

This service is completely free and you can ring as often as you need.