5th August 2020 - Staff Pension Review

 

At present we are not in a position to facilitate our regular annual Staff Pension talks within the department.

 

Therefore we would appreciate it if you would like to inform the staff that we are still operating from home and facilitating comprehensive phone reviews for all new and existing clients which has so far proved a great success for all parties given current restrictions and guidelines from the Government.

We want to ensure that staff still have access to this information as it is very important that staff understand how their pension scheme works currently and to have the opportunity to plan for their retirement.

These reviews typically address any queries/concerns staff may have in regards to their Main Scheme Pension benefits and the options available to them.

 

See the agenda below of our comprehensive review:

 

Agenda for Telephone Public Sector Employee Financial Review

 

1. Breakdown of superannuation scheme, including pension, lump sum, ill-health and death in service entitlements
2. Additional Voluntary Contributions: How the tax-relief works, what they cost and how you can draw-down at retirement
3. Other areas including: Income Continuance, investments, family protection

 

To organize a free phone review please email me on ian@ipf.ie <mailto:ian@ipf.ie> and I will be in touch to organize a suitable time. Alternatively you can call me directly on 0871195417.

 

Kind Regards,

 

Ian Garvey QFA BA(Hons)

Financial Adviser

Irish Pensions & Finance, Suite 3 & 4 Gowna Plaza, Bracetown Business Park, Clonee, Co. Meath.

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