Whether you are just starting to think about retirement, or you are reviewing your existing pension arrangements, it is important to consider your future goals and the financial assets you will need to achieve them.

ASK KEY QUESTIONS

  • What does retirement look like for you?
  • Will you continue working in some capacity?
  • Will you travel, volunteer, take up a hobby?
  • Do you know what you can and can't afford?
  • What do you need to do today to secure the retirement you envision for yourself?

Whatever your requirements are, your Davy portfolio manager is there to help you figure things out, working with you to prioritise your goals and make informed decisions about your retirement plans. You may require a level of specialised pension advice at times throughout your working lifetime – we have a team of financial planning advisors who can work with you, and your portfolio manager, on the planning and structuring options available to you.

DAVY PENSION SOLUTIONS

DAVY EXECUTIVE PENSION PORTFOLIO

If you are a Senior Executive or Director of your firm, you may have the option to set up an Executive Pension Portfolio (EPP).

DAVY PRSA (PERSONAL RETIREMENT SAVINGS ACCOUNT)

A Personal Retirement Savings Account is a long-term personal retirement account, which is designed to make saving for your retirement as easy and flexible as possible.

DAVY PERSONAL RETIREMENT BOND

A Personal Retirement Bond is a lump sum pension plan into which you may be able transfer funds from your existing pensions. Personal Retirement Bonds are also known as buy-out bonds.

DAVY ARF (APPROVED RETIREMENT FUND)

If you are approaching or are in retirement, you may have the option of setting-up an Approved Retirement Fund into which you can transfer your existing pension fund after your once-off lump sum has been taken.


RETIREMENT PLANNING AS PART OF YOUR FINANCIAL LIFE PLAN

Davy Financial Life Planning is about trying to fulfil real, financial goals that will have a positive impact not just on your life but potentially on the lives of those coming after you. Retirement planning plays a key role in helping you achieve these goals, working hand-in-hand with your Protection and Succession Planning strategies.

Warning: The value of your investment may go down as well as up.
Warning: The income you get from savings and investments may go down as well as up.

The Sooner You Start, the Better it Gets.

Let's start the conversation today. Call or email to arrange a meeting with a portfolio manager.

+353 1 614 8778