Day: July 3, 2018

Financial Market Update 03/07/2018

Financial Market Update 03/07/2018 – Investment Advice Equity Markets (Local) Level 1 Day % Month to Quarter to Year to 1 Year Date % Date % Date % Ago %

Image of a jar of coins growing wealth

Annuity or Approved Retirment Fund (ARF) – Article 2 – Best of Both!

In our first article we started to explore the pros and cons of Annuities vs ARFs. We looked at the example of Mary who was weighing up the Annuity or

Image of Annuity scramble word

Annuity or Approved Retirement Fund (ARF) – Which is best? (Article 1)

Annuity or ARF – Which is best? Over the next two articles I will explore the pros and cons of Annuities vs ARFs (Approved Retirement Funds) in this Article we

Image of a confused couple trying to work out their finances

Accessing your pension? We help you understand your options

About to Access your Pension? Confused about your options? Accessing your Pension can be a confusing time. You want to make sure you maximise your tax free lump sum entitlement

Graphical image of man with bank savings

I have an Approved Retirement Fund (ARF) – Am I withdrawing too much or too little income?

The first step is to remember exactly what your Approved Retirement Fund is, and why you have it. When you originally accessed your pension, you received a tax free lump

Image of a happily retired couple on a beach

Retiring soon and about to access your pension? Here’s your options.

When you access your pension and after getting your lump sum you will invariably be asked to choose what you wish to do with the balance of the fund. Your