Pre Retirement

Your Retirement Options

Fri, 11/09/2018 - 10:28 -- z300

Retiring can be daunting enough without worrying what to do with your pension fund. You have worked hard to save for your retirement so it’s important that you take some time to consider your options.

The graph below shows the four options you can have when you retire. These will depend on your personal circumstances and the type of pension you have. Your financial broker or adviser can help explain these options and help you choose the best options for you.

Have You Reviewed Your Retirement Plan

Fri, 11/09/2018 - 10:13 -- z300

Keeping a watchful eye on how your retirement plan is performing is something we all know we should do, but don’t always find the time to.

Your pension needs a yearly review to make sure it’s performing the way you had anticipated. Why not see how you score on our pension’s checklist below and see if your pension is on track or if it’s time to arrange your yearly review.

Business Owners Guide

Thu, 11/08/2018 - 17:02 -- z300

Being a director or the owner of a company can be hectic. Too hectic, sometimes, to take the time to plan your retirement. When you’re so busy coping with the next few weeks, it’s hard to think about your needs 20 years from now!

It’s important, however, to have a realistic retirement plan in place for your future, especially if you have a good lifestyle to protect. You’ve worked hard for your benefits, and with a little thought, you can make sure you retain those advantages when you retire.

Case Study Heres What Gerry Did

Thu, 10/25/2018 - 12:44 -- z300

Gerry Keane from Santry, Dublin, made a critical decision several years before he retired from the Civil Service. He needed a plan. Gerry, who is married to Lorraine with two grown-up children and a year-old grandson, was determined to start some new activities before he retired. Others might say they were going to do X, Y or Z on retirement, he had noticed, but when the time came they didn’t do anything.

Setting Priorities

Thu, 10/25/2018 - 12:37 -- z300

Now is the time to be your own life coach, to put together your wishes, turn them into goals and motivate yourself to achieve them. You may have quite a long ‘to do’ list, you can’t do them all at once so you may need to set priorities and also concentrate on one area at a time. Rather than do the easy things, or the things that you like doing first, make a list in order of the most important things that need doing and do those first. That way they actually get done. Recognise that you may set yourself more things to do than you can manage.

Understanding the impact of Retirement

Wed, 10/24/2018 - 10:29 -- x149

Before you set off on your journey, it is a good idea to understand just why retirement can have such a psychological impact and also to appreciate how your own personal GPS is going to serve you. When you want to make changes in your life your mind is your biggest asset and ally. You can leverage your mind for effective performance; harnessing it to achieve your goals and to influence your outlook positively. But it can also work against you, so let’s take a look at what makes you tick.

Are you ready to retire

Wed, 10/24/2018 - 10:14 -- x149

Planning early helps achieve a smooth transition. This quiz will help you find out how ready you are and where you may need to give attention to your plans. The following are some of the elements essential to a fulfilling retirement. See how well you are preparing for retirement. Be truthful!!!

Try out this quiz

It will give an idea of where you may need to focus your planning for retirement.

It will also give you an idea of what this guide is going to cover.

The Wheel of Life

Tue, 10/23/2018 - 17:54 -- x149

It’s easy to get embroiled in projects and lose sight of more important things in life. This leads to a lack of balance causing stress and frustration. The Wheel of Life helps you get a quick snapshot of how balanced your life is and where you need to redirect your focus when compiling your shared retirement plan. The segments on Purposeful Activity, Personal Growth and Fun and Recreation will form the core Rewirement elements of your plan.