The things you need to think about

Approaching retirement...

As you approach retirement, you:

  • Should be making the most of the generous tax relief available on money you pay into your pension
  • Need to make a full list of your sources of income: current and past employment pension plans and other income or savings

Did you know, you have the:

  • Ability to withdraw some money free of tax from your fund at retirement
  • Option to buy an income with your retirement fund or invest your lump sum

Our expert advisors will help you navigate your way through these areas. Talk to us today.

Need advice? Call one of our pension advisors on 01 5119202 or Get started now