On the agenda:
​1) Main scheme superannuation benefits – What will you receive?
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2) What are your options to supplement these benefits?

3) How do AVCs work?

4) What are your options at retirement?

5)  How does the Financial Planning process work?

Following this meeting we would like to offer attendees a complimentary phone/ Zoom consultation for anyone who would like to review their own personal circumstances.

St James's Hospital

We have been working with St James's Hospital employees for over 20 years.
​We are specialists in the St James's Hospital superannuation scheme.
During your career your financial priorities may change, you may have various options to consider and decisions to make.
​Our Financial Advisors are on hand to guide you through the financial planning process.​

Book your Financial Review:

On the agenda:

1. Breakdown of your superannuation scheme entitlements, including; pension, lump sum, ill-health and death in service benefits

2. Additional Voluntary Contributions: how the tax relief works, what they cost and how you can drawdown at retirement

3. Other areas including: Savings and Investments, Income Protection and Life Cover for you and your family.

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Alternatively you can contact your dedicated area Advisors:

Ellen McElroy: Ellen@ipf.ie or 087 3556892
Rebecca Keogh: Rebecca@ipf.ie or 087 9483225
Emily Hanrahan: Emily@ipf.ie or 087 3918068