Teacher Pension & Retirement Planning - 2004-2012 Entrants

Retirement Information and Practical Tips for Teachers who entered employment between 1 April 2004 and 31 December 2012.

By IPS Financial Advice

Date and time

Starts on Wed, 2 Sep 2020 08:00 PDT

Location

Online

About this event

The seminar presenter is Eamon Lynch, CEO of IPS Financial Advice Limited. Eamon has decades of experience in public sector financial advice.

Seminar Agenda:

• The main pension scheme benefits – pension, tax free lump sum, ill-health and death-in-service, specific to each scheme grouping.

• AVCs – their purpose, the tax advantages, their usage.

• Duration of Service considerations – Notional Service Purchase, Purchase under PCW, transfer of prior pension benefits, Professional Added Years (as appropriate).

• Pensionable Remuneration – Salary Scale & Allowances, 3 year averaging, Tax Free Lump Sum maximisation – previous service, acting-up, dynamisation, pay increase on October 1.

• Overseas Service advice – occupational pension transfers and UK State Pensions benefits advice.

• Early Retirement Options including Cost Neutral Early Retirement

MadeSimple - our fully online financial planning platform

More information on https://ipsfinancialadvice.ie/online-financial-advice/

Organised by

IPS Financial Advice

IPS Financial Advice are financial advisors in Ireland with specialist expertise in Public Sector Superannuation Schemes, Mortgages and UK State, Employer and Private Pensions for those living in Ireland.

Our Team of 15, means you have access to this advice, wherever you are in the country. They will conduct a full financial review for you and provide you with the full range of suitable options for retirement planning, life assurance, income protection and mortgages.

IPS Financial Advice Limited is regulated by the Central Bank of Ireland.

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