Munster Member's Network - Pensions Update, Limerick

Practical approach, Using a case study to illustrate various points that are critical for any client getting Pension advice, which will focus on the following:

• importance of gathering information
• deciding the correct/relevant contract
• investment strategies to be used…ie annuity or arf/amrf
• implementing a plan and sticking with it
• importance of revision at various intervals
• charging structures and their impact on returns
• target funding or income requirement

Speaker - Karl Daly, Director, Metis Ireland