Pinpoint RetireReady

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Pinpoint
RetireReady

Everything starts with a Plan

The Pinpoint RetireReady service is a Retirement ‘Roadmap’ for the Pre-Retirement or ‘Savings Phase’ of your retirement planning.
Whether you are starting out on your savings journey, or approaching your retirement destination, with the RetireReady service you can check in at any stage to make sure you are on target for the retirement you want.

Pre-Retirement Plans

Executive
Pension Plan

An Executive Pension Plan (EPP) is a tax efficient occupational pension scheme which is set up under trust for the benefit of a single member. Contributions made by you and your employer may qualify for tax relief (within certain limits). Suitable for key employees and/or company directors.

Personal
Pension Plan

A Personal Pension Plan (PPP) is a tax efficient investment account which enables you to save for your retirement in a flexible manner. It allows you to make regular contributions or once-off contributions, which may qualify for tax relief. This plan is particularly suited to a self-employed individual or sole trader.

Personal
Retirement Bond

A Personal Retirement Bond (PRB) or Buy Out Bond, is a single premium personal pension contract which is set up to accept a transfer from a company pension scheme for a person who is leaving that scheme, or to accept a transfer from another Personal Retirement Bond.

Personal Retirement
Savings Account

A Personal Retirement Savings Account (PRSA) is a tax efficient investment account which enables you to save for your retirement in a flexible manner. It allows you and/or your employer to make either regular or once-off contributions which may qualify for tax relief.

Do you already have a Pension Plan? Then our Pension Plan Review Service could be just what you need.

Do you know how much your plan is currently worth?
Do you know what the investment strategy of your plan is?
Do you know what your retirement fund size is forecast to be at retirement?
Do you know the income your retirement fund will provide at retirement?
Are you saving enough?

If you are unsure of the answers to the above questions, or it has been more than 12 months since you sat down with your advisor, then our Pension Plan Review Service is definitely worth considering.