The advice we provide will keep you fully informed on all aspects of retirement planning.

Retirement Planning is a core consideration in Holistic Lifestyle Financial Planning. Due to the complexity of pension schemes and retirement options available we will engage with you to provide professional, clear and unbiased advice so that you can select the Pension Scheme and Retirement Options that are most appropriate for your needs.

In addition, we will discuss your retirement goals and work with you to build an Investment Strategy and Retirement Fund that are in-line with those goals.

Before incorporating your retirement plan into your Holistic Lifestyle Financial Plan, we will:

  • Assess your existing pension arrangements

  • Assess your current salary level and highlight the importance of maximising pension contributions and how you can achieve this

  • Identify your risk appetite and capacity to take risk and develop an appropriate investment strategy

  • Compare and contrast personal and company pension arrangements and identify which is the most appropriate for you

  • Compare and contrast life company, self-administered and self-directed pension schemes and identify which is the most appropriate for you

  • Outline and discuss all available retirement options and highlight the options that are most appropriate for you

As qualified Retirement Planning Advisers, we are confident that the knowledge and experience attained in this area enables us to provide recommendations that are tailored to your specific needs. The following are some of the pension schemes we are qualified and authorised to advise on and arrange for you:

  • Personal Pensions

  • Personal Retirement Savings Accounts (PRSAs)

  • Company Pensions for Business Owners, Company Directors and Employees

  • Self-Administered and Self-Directed Schemes.

  • Group Pension Schemes for Employees

  • Defined Benefit Schemes

  • Additional Voluntary Contributions (AVCs) to enhance retirement benefits where there are non-pensionable earnings

  • Pension Consolidation via Pension Transfers and Buy-Out Bonds

  • Overseas Arrangements & International Transfers

  • Annuities and Approved Retirement Funds

Allow us to apply our knowledge and experience to help you develop a retirement strategy that fits your Holistic Lifestyle Financial Plan.

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