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Irish Life Assurance plc

What to Ask a Financial Advisor About Pensions

April 17th, 2024
• 1 min read

Written by Irish Life Financial Services

During your free consultation with one of our expert advisors, we’ll have a chat about where you’re at in life. One area that may be discussed is pensions and/or retirement options. There are several pension options from Irish Life Assurance (ILA) depending on your needs that we can advise you on.

Here are a few questions you might like to ask during your call. Questions to get started 

  • How do I start a pension?  
  • How much do I need to contribute to pensions each month?  
  • What are the charges on a pension?  
  • Am I paying the right amount to get the retirement I want? 

Questions to dig a little deeper 

  • What level of risk am I taking with my pension today?  
  • Can I switch money into a different fund?  
  • I heard there is tax relief, do I qualify?  
  • I heard I pay tax on my pension savings in retirement, is this right?  
  • Can I lose all my money in a pension?  

To get started, book a free financial review with an Irish Life financial advisor below for a time that suits you. Learn more about ILA’s pension plans.

Irish Life Financial Services Limited is tied to Irish Life Assurance plc for life and pensions. Irish Life Financial Services Limited is regulated by the Central Bank of Ireland. 

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Irish Life Financial Services Limited is tied to Irish Life Assurance plc for life and pensions. Irish Life Financial Services Limited is regulated by the Central Bank of Ireland.

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