Retirement Planning

Helping you on Life's Financial Journey

Retirement Benefits Review

Our Retirement Benefits Review is designed to provide you with a complete overview of your existing retirement arrangements and potential future benefits presented in a format that is clear and concise for you to understand.

Why Avail of a Retirement Benefits Review:

While most people will not work with the same employer for the entirety of their working careers, they can accumulate a variety of retirement plans by the time they contemplate retirement which may cause confusion. In order to provide clarity on these preserved arrangements, or if you wish to commence a retirement plan for the first time and are unsure of your options, or if you wish to assess whether you are contributing enough into your retirement plan to provide a suitable standard of living post retirement, our Retirement Benefit Review has been developed to help you plan for your retirement with certainty.

How Do I Benefit From a Retirement Benefits Review?
Your Retirement Benefits Review is designed to identify the following:

  • An overview of all of your household’s existing retirement plans,
  • An assessment of the options available for any preserved benefits from former employments,
  • An assessment of how these benefits will integrate with the State Contributory Pension,
  • An assessment of how to maximise tax reliefs and tax-free income at retirement,

Following completion of your Retirement Benefits Review, you will have:

  • Identified your retirement goals and objectives
  • Have a clear understanding of your existing retirement plans (PRSA, Personal Pension, Retirement Bond, AVC, Preserved Pension, Occupational Pension, etc.)
  • Confirmed the benefits and value of your existing retirement plans and their ability to help you fulfil your retirement goals & objectives
  • Have a full understating of your post retirement income

Fee for a Retirement Benefits Review:
To avail of a Retirement Benefits Review, Eolas Money applies a fee of €525 which facilitates:

  • Discussing your overall retirement goals and objectives
  • Researching your existing accumulated benefits & entitlements (if any)
  • Assessing your attitude to long term investment risk
  • Preparing your Retirement Benefits Report
  • Presenting your Retirement Benefits Report to you

To find out more or to organise your Retirement Benefits Review, Contact Us

Eolas Money Management Ltd, T/A Eolas Money is regulated by the Central Bank of Ireland. Registered in Ireland, registration number 478055. Directors: Brendan Reilly & Jim Stapleton Registered address: Ard Gaoithe Commercial Centre, Cashel Road, Clonmel, Co. Tipperary