Protect Your Future with Efficient Retirement Planning
Here's how we can help you:
Directors Master Trust / Executive Pension Plans
Director Pension Plans represent tax-efficient, Master Trust savings plans provided by the employer for individual employees.
The employer and the employee contribute to the plan in order to provide a tax-efficient fund that is available at retirement to deliver tax-free cash and a retirement income.
Group Pension Schemes
A staff group pension scheme is a workplace retirement planning arrangement sponsored by an employer.
This is usually a group pension Master Trust defined contribution scheme which represents an employer-funded, tax efficient structure to provide personal retirement benefits..
Personal Retirement Savings Accounts (PRSAs)
A PRSA plan is a personally owned pension plan that allows you to save tax efficiently for your retirement.
This fund is flexible and portable for the future. You can therfore contribute whenever you wish and cease contributions at any time.
Personal Pensions Plans
If you are self-employed, saving for retirement can be complex.
Contributions are tax-deductible and we will be happy to assist you in designing a suitable retirement planning programme for you.
Personal Retirement Bonds
A Personal Retirement Bond allows you to bring your pension fund with you if you leave employment.
This removes the investment of your previous employer and gives you control over your own pension fund and how this is invested for the future.
The pension fund is tax-efficient as growth on your investment assets are tax-exempt.
Approved Retirement Funds
An Approved Retirement Fund (ARF) is a post-retirement investment fund to hold your pension funds after drawling down your lump sum on retirement.
Transform Your Retirement
Effective planning for the future ensures that you will have the financial freedom to enjoy your retirement to the fullest.
Reduce Uncertainty
Financial uncertainty can be replaced with the confidence of a solutions-orientated properly structured retirement plan. Efficient financial planning lifts this burden from your shoulders and removes these financial worries.
Looking for professional guidance to achieve financial success?
Just ask yourself these questions...
How much annual income will you need during your retirement, and what are you doing to achieve this specific goal ?
When was your overall retirement planning position last reviewed. Are you are on track for an adequate pension income in the future ?
Do you need an impartial analysis of your overall retirement funding position, to identify the adequacy of your current pension plan ?
Would you like to know the future value of the pension income that you can realistically expect at your retirement ?
Do your pension investment funds reflect your own attitude to investment risk and reward ? Do these investment funds suit your own specific retirement planning goals ?
Is your current pension funding arrangement structured to your maximum tax advantage ?
Plan Your Financial Future with Doyle Pension and Insurance Management
Looking for expert guidance to achieve financial success? Book your consultation & get personalised advice:
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