Accessing your pension can be a confusing time.
If you are considering accessing your Pension then you may need some help and guidance.
We have been supporting and guiding our clients since 2004 and we want to help you to make the right decisions when accessing your pensions.
This is how we can help you:
✅ Make sure that you get the highest possible tax-free lump sum
✅ Help you to decide between an Annuity or an Approved Retirement Fund (ARF)
✅ Show you what income you will receive from your pension each year, and also how to protect this income for your family in the event of your death
✅ Make sure that you pay the least amount of tax on your pension income
✅ Liaise with your pension provider to make sure that you get your money as quickly as possible
✅ Meet with you – we will meet with you wherever is most convenient to make the process as easy as possible for you. We have clients all over Ireland.
What is the next step?
Usually your first contact with us will be a short telephone call or an email. This allows us to understand your situation and let you know how we can help you. A quick phone call or email can often be the easiest way to take the stress out of these decisions.
For most of our clients that initial phone call or email is where they start to get clarity on the right steps to get the most from their Pension.
Feel free to contact us Monday to Friday or email us using the contact form. Jim or Michael will answer your questions.
How To Access Your Pension – Part One
An introductory video where Michael Coburn, from Guardian Wealth, explains what happens when you access your pension.
How To Access Your Pension – Part Two
Watch as Michael outlines the differences between Annuities & Approved Retirement Funds.
As a conservative investor with little understanding of the stock market, they created an investment portfolio for my Pension that allows for solid growth potential but also that shielded me from the excesses of stock market turmoil over recent years.Conor
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 will examine which might suit you best. When you access your pension and after getting your lump sum you...read more