Irish Pensions and Finance

Book a Consultation

Financial Advice for

IAA Staff

IPF has been working with the IAA for over 10 years. 

During your career, your financial priorities may change, and you may have various options to consider and decisions to make.

We are specialists in superannuation schemes and help staff build their financial plans for their future.
Our Financial Advisors are on hand to guide you through the financial planning process.

Financial Planning Consultations

When you meet with one of our Financial Advisors, the main aim of the meeting will be to:

  • Establish your current financial situation
  • Find out what your financial priorities are and your goals for the future
  • Work with you to establish a plan to ensure you can reach these goals.
Agenda for your Financial Review
  • Breakdown of a superannuation scheme, including pension, lump sum, ill-health, and death in service entitlements

 

  • Additional Voluntary Contributions: How the tax relief works, what they cost, and how you can drawdown at retirement

 

  • Other areas including Income Protection, Investments, Family Protection, Savings / Investments & pensions from previous employment.
Book your Financial Review

You can contact your dedicated area Senior Financial Advisor 

Tom Corcoran on:

Email:

Tom@ipf.ie


Mobile:

087 657 4313

Alternatively, you can contact our office on:

Email:

info@ipf.ie


Phone:

01 829 8500

Our opening hours are:

Monday – Friday

9 am – 5:30 pm

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