Category: Pension

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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

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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

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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

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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

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Obligatory ARF Payments (Imputed Distribution) Explained

Obligatory ARF Payments (Imputed Distribution) Explained. Typically, around November and December every year ARF Providers / Insurance Companies will begin to process annual ‘Imputed Distribution’ payments to ARF holders. We