Retirement Clinics

Retirement Seminars

 

Our Retirement Clinics are designed to provide employees who are contemplating or nearing retirement with practical advice on the consequences of retirement on their personal finances, as well as comparisons between their pre & post retirement finances.

These clinics will highlight how an employee’s existing pension scheme integrates with possible benefits payable from the Department of Social Protection upon leaving employment and reminds employees of how to go about claiming any retained retirement benefits from possible previous employments. The Retirement Clinics provide employees with the opportunity to have retirement planning queries answered by our Financial Well-being experts.

 

Our Retirement Clinics highlight the implications of retirement on employees’:

  • Income, including possible benefits from the Department of Social Protection
  • Taxation
  • Budgeting
  • Protection
  • Savings & Investments
  • Mortgages & Loans
  • Retirement benefits, including any existing occupational pension, AVC, PRSA or retained benefit from previous employment

We offer a number of different options to employers wishing to avail of our Retirement Seminars & Clinics from group seminars, to smaller workshops, to 1:1 individual clinics or a combination of all three. We will discuss your specific requirements with you during our initial meeting and our seminars & clinics can then be delivered over full or half day sessions to suit you and your employees.