Maturing Your Pension (20 second read)
If you intend to mature your pension soon why not talk to us about your maturity options.
Over 85% of the work we do is on pensions and retirement planning so whether you have a Defined Contribution pension or a Defined Benefit pension we can help.
You’re going to want to be comfortable with your choice of adviser. We suggest a number of ways that you can get comfort around our bona fides here.
Key Issues When Maturing Your Pension
- Maximising your tax free lump sum
- Your choices regarding the balance of your fund
- Investing your remaining retirement funds wisely, to provide an income for you during your retirement
- Managing your pension in a manner that will increase how long your fund will last
You will also be keen to get the best pricing for your Approved Retirement Fund. We can offer competitive Annual Management Charges for high value ARF’s;
Managing your investment post retirement is fundamentally different to managing it during your younger years. If you would like to understand this more fully please read this article.
Contact us today on 01 546 1100 or book a no-obligation coffee with us here.
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CONTACT US FOR A FREE NO-OBLIGATION CHAT
By Telephone 01 546 1100
Use the Form on this Page
Email to [email protected]
Book a Zoom call with us here.
Happy to start the process? Click here to complete a factfind and tell us your objectives
The material and information contained on this website is for general information purposes only. Neither the writer nor Highfield Financial Planning Ltd makes any warranty as to the completeness, accuracy or reliability of the information or the suitability or availability of products or services, referred to on the website, for any purpose. You should not rely on any information contained on this website as a basis for making any financial, legal, taxation or other decision. The information presented does not include all the considerations which are relevant to the topic discussed as to do so would render it un-readable. When considering any financial issue you should seek the advice of a suitably qualified adviser.
BOOK A FREE NO-OBLIGATION CHAT
By Telephone 01 546 1100
Use the Form on this Page
Email to [email protected]
Book a Zoom call with us here.
Happy to start the process? Click here to complete a factfind and tell us your objectives
The material and information contained on this website is for general information purposes only. Neither the writer nor Highfield Financial Planning Ltd makes any warranty as to the completeness, accuracy or reliability of the information or the suitability or availability of products or services, referred to on the website, for any purpose. You should not rely on any information contained on this website as a basis for making any financial, legal, taxation or other decision. The information presented does not include all the considerations which are relevant to the topic discussed as to do so would render it un-readable. When considering any financial issue you should seek the advice of a suitably qualified adviser.
About Highfield Financial Planning
We provide superior advice on Financial Planning services to business owners, professionals and their families. The principal of the firm Eoghan Gavigan has over 27 years’ experience in banking and finance across Treasury, Lending and Wealth Management and is a Qualified Financial Adviser (QFA) and a Certified Financial Planner (CFP). The CFP qualification is the world’s most respected industry designation, held by only a select number of advisers. As Specialist Investment Advisers we can provide you with detailed investment advice on your pensions and investments.
We want you to be comfortable in your dealings with us. We provide a number of suggestions here for ways that you may be able to obtain comfort that we are the right Financial Planner for you.
Want to hear more?
Make contact today and we’ll tell you more about the kind of work we do.
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