Are you about to retire?

Retirement Planning Cork

Retirement planning helps you understand what income you may have, what choices you need to make and how to use your pension and other assets to support the life you want, including how much you need to retire in Ireland.
We help clients prepare for retirement and make decisions at retirement with more clarity.

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We can help with

  • Estimating retirement income
  • Reviewing pension options before retirement
  • Planning pension drawdown
  • Understanding ARFs and annuities
  • Structuring retirement income
  • Reviewing tax and cash flow considerations
  • Planning around spouse, partner or family needs
  • Reviewing investment risk as retirement approaches
  • Early retirement planning
  • Redundancy and pension decision support

What you get

A retirement planning review that sets out your expected income, your available options and the steps recommended before or during retirement.

How we charge is agreed in writing before any work starts.

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Retirement Planning Financial Advisor reviewing report with male retiree with grey beard

Before you retire, you will be asked to make some big financial decisions

Speak to an experienced and trusted retirement planning advisor in Cork to sure you make the right decisions.

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Frequently asked questions

Yes. We advise on retirement options, including ARFs, annuities, pension drawdown and how to structure retirement income.

Yes. We advise on early retirement planning and on pension decisions after redundancy.

Expected income, the options before and at retirement, tax and cash flow, investment risk as retirement approaches, and the needs of a spouse, partner or family.

Ideally before retirement, so there is time to change contributions, fund choice or the shape of the plan. We also work with people who are already at the point of deciding how to take their benefits.

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