Most of us can be great money managers – we just need the support and structure in place
— MY FREE RETIREMENT REVIEW —
I’d Like to Plan My Retirement
Your pension will be pretty important for your future plans as it will replace your income and help fund your retirement. To get started, read through our helpful guides below. Or why not book a free financial review with your local EBS advisor?
Your financial advisor will work with you to create your own personalised retirement plan, which will outline the financial steps you need to take to reach your future goals. They will ask you certain questions to get to know you, and to get a clear picture of what kind of plan is just right for you.
— WHAT WE OFFER —
What topics will we cover?
The amount of tax relief you’re entitled to
You’re entitled to tax relief on your pension payments, which means that pensions are one of the most tax efficient ways to save for your retirement. We will check to make sure that you are getting everything you are entitled to
The performance of any of your existing plans
Maybe you’ve started saving for your retirement already. We will review all your pension plan arrangements no matter who they are with
Are you willing to take a little risk?
Some plans and funds will be riskier than others – we will go through each and their level of risk to figure out your comfort zone for each of the funds in your plan
Have your needs changed?
Now could be the right time to have another look at your plan to make sure it still suits your needs. We might find that you’re better suited to lower-risk or medium-risk funds as you move closer to retirement
What you need to know
We want you to have all the information you need to get your pension sorted. Check out the guides below for further information:
Important Information
For information on how EBS approaches sustainability risks in the advice we give you about savings, investment and pension products provided by Irish Life, click here.
For information on how EBS considers principal adverse impacts on sustainability factors in the advice we give you about savings, investment and pension products provided by Irish Life, click here.
Life and Pensions products are provided by Irish Life Assurance plc.
EBS d.a.c. (EBS) is tied to Irish Life Assurance plc for life insurance products.
Irish Life Assurance plc is regulated by the Central Bank of Ireland.
EBS d.a.c. is regulated by the Central Bank of Ireland.
- WARNING: IF YOU INVEST IN THIS PRODUCT YOU MAY LOSE SOME OR ALL OF THE MONEY YOU INVEST.
- WARNING: THE VALUE OF YOUR INVESTMENT MAY GO DOWN AS WELL AS UP.