To ensure you're retirement ready, your Cornmarket consultant will arrange to meet with you at home or at work (wherever you feel most comfortable) and will:
- Update you on your Superannuation Scheme and other entitlements
- Advise you on how to fund for your retirement in the most tax-efficient manner possible
- Explain how tax affects your retirement contributions and benefits
- Give you an overview of your retirement options
- Review your AVC/Public Sector PRSA investment (if any)
When you're getting close, to help you make the right decisions we will:
- Give financial advice on all investment options available to you
- Advise you on how you can draw down or get the most out of your AVC/Public Sector PRSA
- Give you information about your Social Welfare and other entitlements you may have in retirement
- Advise you on how to make the most of your money in retirement
We'll be there throughout your retirement to give you support and to keep your finances on track. We will:
- Review your savings and investments
- Advise you on drawing money down from your Approved Retirement Fund (ARF)
- Advise you on any Budget changes that may affect you
- Give you ideas on how to reduce your expenditure
- Give you advice on estate planning
