Retirement and pension advice

Planning for your retirement can sometimes feel like a bit of a mystery, leaving you unsure of whether you’re doing the right things at the right time. We can help you understand your options and feel prepared for the future.

Leaving employment

If you’re switching employers, you may find yourself with some decisions to make regarding your pension. There might be a number of new pension options for you to consider, or you might be wondering whether to transfer your benefits or leave them where they are. Whatever your circumstances, we can help you make the right decisions.

Approaching or at retirement

As you enter this next stage in life, it’s natural to have some concerns about what the future holds, particularly when it comes to finances. We can help remove these worries: from discussing your pension options to making decisions, we’ll guide you through the transition so you feel confident going forward.

Planning ahead

The earlier you start thinking about your retirement, the more likely you will be able achieve financial security. Whatever stage you’re at in your financial journey, we can help you make the right kind of contributions now to benefit your future.

How we can help

We can explore a wide range of retirement and pension options and help determine which is right for you, ensuring your plans align with your objectives and attitude to risk. Our solutions include:

Personal Retirement Bonds (PRB's)

Tax-free lump sums


Executive pension plans

Personal Retirement Savings Accounts (PRSA's)

Approved Retirement Funds (ARF's)

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