PERSONAL RETIREMENT BOND
Take Control of Your Retirement Futture.
A Personal Retirement Bond (also known as a Buy-Out Bond) can help you monage your pension savings independently in Ireland, Get expert guidance and take the next step towards a more secure tomorrow.
ABOUT PERSONAL RETIREMENT BOND
Helping You Make Confident Pension Decisions
Planning for retirement starts with understanding your options. A Personal Retirement Bond, also known as a Buy-Out Bond in Ireland, may allow you to transfer pension benefits from a previous employer’s pension scheme into an individual pension arrangement.
OUR MISSION
To simplify pension planning by providing clear information and helping individuals understand their pension options, so they can make informed decisions about their retirement.
OUR VISION
To create a future where everyone feels more confident and informed about their retirement, with greater clarity, control, and confidence in their pension journey.
A SIMPLE FOUR-STEP PROCESS
Your Pension Journey, Made Simple
Explore your options and understand the steps involved in moving your pension benefits into a Personal Retirement Bond.
Initial Consultation
Discuss your current pension situation, employment history, and retirement goals to understand your circumstances and identify which pension options may be available to you.
Review Your Options
Explore your available pension transfer options, understand the key features of a Personal Retirement Bond, and consider whether it suits your individual retirement needs.
Transfer Process
If a Personal Retirement Bond is suitable, receive guidance through the necessary paperwork, pension provider communication, and transfer arrangements to help move your eligible benefits.
Manage Your Bond
Understand how your Personal Retirement Bond works, review your pension information, and stay informed about your retirement savings as you plan for the future.
UNDERSTANDING YOUR PENSION
Personal Retirement Bond
A Personal Retirement Bond, also known as a Buy-Out Bond in Ireland, is an individual pension arrangement that may allow you to transfer eligible benefits from a previous employer’s pension scheme into a separate pension plan.
Individual Pension Arrangement
Keep eligible pension benefits in a separate arrangement outside your former employer's pension scheme.
Greater Control
Understand the options available for managing your pension benefits.
Retirement Planning
Keep your long-term retirement goals in focus.
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Errol Whitehead
Financial Consultant
Monica Francis
Senior Advisor