Retirement Planning Service

Congratulations, you're nearly there! We'll help you make the most of your retirement

Call (01) 420 6780

How can we help you?

We'll help you achieve the best possible retirement for you, by creating a plan to help you reach your goals. We're with you every step of the way.

Before retirement: 5-6 years before you retire

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)

At retirement: 2-3 months before you retire

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

In retirement: at regular points throughout your 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) or Approved Minimum Retirement Fund (AMRF)
  • 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

Make an appointment today

Watch our video for more

Discover how you can get the retirement you want with our Retirement Planning Service

What we'll cover with you

Why choose us?

We have over 45 years' experience getting public sector employees and their partners ready for retirement. We'll make a plan together to suit your needs and to secure the best possible retirement for you.

Retirement Planning articles from our blog

Some of our Retirement Planning FAQs

If you have a question you might find it in our FAQs. If not, please get in touch.

Make an appointment today