At Irish Pensions & Finance, our relationship with you doesn’t end once your plan is in place — it’s just the beginning.
This page is designed specifically for our valued clients, giving you easy access to the tools, updates, and support you need to stay informed and confident about your financial future. Whether you’re reviewing your pension, exploring new financial opportunities, or simply checking in, we’re here to help every step of the way.
Your annual review is a valuable opportunity to check in, reassess your priorities, and ensure your plans remain aligned with where you’re headed.
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.
Our Glidepath service is designed to guide you through the years approaching retirement and help ensure you can make the most of your newfound free time.
Access our annual webinar series to keep abreast of financial updates that could affect you and your goals for the future.
Review your progress toward goals like retirement, buying a home, or saving for education, and adjust your plan if needed.
Life events like marriage, job changes, or inheritance can impact your finances, annual reviews help keep your plan aligned.
Ensure your investment mix stays in line with your risk tolerance and objectives by adjusting for market changes.
Stay engaged with your financial plan, understand your current position, and explore new opportunities or risks.
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 at the bottom of the page.
Alternatively, you can contact us by phone or email.
Webinars
Handbooks
Videos
You can contact your advisor directly by phone or email. If you’re unsure of their contact details, please refer to our ‘About Us’ page or call our main office and we’ll connect you.
Yes. Please email us at info@ipf.ie or call the office on 01 8298500 to update your address, phone number, email, or beneficiaries. We may require written confirmation for certain changes.
You can make once-off or regular contributions to your pension plan. Contact your advisor for tailored advice or to make any adjustments to your plan.
Financial Consultations with an IPF Advisor are complimentary. Go to https://ipf.ie/contact/contact-us/ to book your appointment.
Please notify us as early as possible. We’ll guide you through your pension options, including transfers or drawdown choices.
Your pension entitlements will depend on your years of service and contributions. Contact us for personalised advice based on your circumstances.
To find out how the charges work on your existing plans, please contact your Advisor or our Service Centre to get a breakdown of how your own particular plan works.
To find out more about the charges linked to our Group AVC Schemes, go to AVC Scheme Charges.
Yes, all our Financial Advisors are qualified to give advice to private sector employees. Their knowledge of public sector entitlements allows them to provide you and your spouse / partner with a plan that considers your finances as a whole.
Client feedback is very important to us. You can lodge a complaint or leave feedback by emailing info@ipf.ie or calling our office. We take all concerns seriously and aim to resolve issues promptly.
