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Pension guides for Ireland

Practical pension guides for work, life and the years ahead.

Pensions by profession

Find the questions and benefits relevant to your occupation.

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Pensions for the self-employed

Plan contributions around variable income.

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Before moving an old pension

Understand the benefits you might give up.

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AVC pensions in Ireland

Understand tax relief, workplace and PRSA AVC routes.

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Five years from retirement

Bring income, risk and benefits together.

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Prepare for your review

Choose the checklist that matches your situation. Each professional PDF covers the documents to gather, facts to confirm and questions to take into your meeting.

General pension review

A complete starting file for any pension conversation.

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Employee and AVC review

Employer contributions, workplace benefits, AVCs and job changes.

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Company director review

Company cash flow, payroll, existing funding and structure questions.

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Self-employed review

Variable income, tax records, contribution flexibility and protection.

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Public-sector review

Service history, pensionable pay, PRSI class and AVC information.

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Employer workplace review

Workforce, payroll, governance and MyFutureFund readiness.

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Old pensions and transfer review

Benefits, guarantees, transfer values, charges and alternatives.

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Retirement readiness review

Income sources, spending, tax, risk and dependant needs.

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