People approaching or at retirement

Retirement planning in Dublin

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 cashflow 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.

Related reading

Questions

Frequently asked questions

Can you advise on ARFs and annuities?

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

What does a retirement planning review cover?

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

Can you help with early retirement or redundancy?

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

When should I start?

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.

Getting started

Talk it through

You do not need every document ready for the first conversation. Book a 15-minute online call, or send a message and we will tell you what would help.

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