After Identifying your retirement requirements

At your initial, pre-retirement consultation meeting, we produce an analysis of your financial needs and goals.

This is based on the information you provide us with. Once you have chosen Infinity Financial Planning as your dedicated financial planner we identify your retirement requirements, such as:

• Providing an income level of €X in retirement.


• Remaining in control of your pension fund following retirement.


• Freedom to decide when to make withdrawals from the chosen ARF.


• Your investment strategy can be updated and amended according to your wishes.


• Any funds remaining in your ARF are passed to your family after your death.

Criteria to meet in order to invest in an ARF

You must meet certain criteria, dictated by revenue and department of finance rules, before you can invest the balance of your pension fund in an ARF. We have helped provide a personalised and impartial service to our clients, not just prior to retirement but very importantly we provide a dedicated regular ongoing service post retirement, if required. Please take a look at what some of our clients have experienced when dealing with us by clicking here.

Questions for your consideration

There are many variables involved in creating the most appropriate retirement strategy for each individual client. Nobody can tell the future. We do try to answer as many ‘what if’ scenarios as possible for our clients, and they really do find the interactive illustrations we can produce for each possible scenario very helpful in giving them peace of mind.

What is your Retirement Strategy? Can it match the lifestyle you would like to live? Are you worried if you will have enough?

Have you received a detailed analysis of your best options in retirement planning?