An Approved Minimum Retirement Fund (AMRF) and/or Approved Retirement Fund (ARF) A Guaranteed Income for Life, or annuity, may be the right option for someone who needs their pension to provide them with a steady income in retirement. However, if your circumstances are such that you do not require a regular income for life
An annuity is a contract with a life insurance company that will pay you a guaranteed, regular pension income for life in return for a capital sum. The capital sum comes from your retirement fund. You will pay income tax and Universal Social Charge (USC) on the income that you receive. The amount of regular pension income
Time to Review Your Life Insurance? Most people just take out a life policy, stick it in a drawer and never look at it again. You should review your life insurance or mortgage protection every few years. Check if there is better cover available or if you can get better value elsewhere. Did you know that
Over 50’s Insurance Guaranteed acceptance – no medical needed We understand that not everyone wants to go through the details of their medical history to take out a protection plan – we know that some people find this awkward. If you are aged between 50 and 80 and apply for 50+ Easy Life Cover, you
Inheritance Tax Planning How will your family manage this liability after your death ? Have you made provision for Inheritance Tax ? Inheritance Tax Planning identifies and manages any tax liability in advance and will deliver peace of mind for both you and your family. You can set up a life insurance policy equal to