More control over your retirement funds

For self employed individuals and business owners who have worked hard and built up their businesses over the years, and who are now planning their retirement, they may wish to have control over how their retirement fund is invested both prior to and in retirement.

The principal benefits of both Self Directed and Self Administered Retirement funds include

• The ability to maximise the tax efficiencies offered to pension arrangements.
• The freedom to choose your own investments from almost any form of asset.
• The option to formulate a personal investment strategy.
• Sophisticated and comprehensive investment expertise, the right blend of professional help and personal service in order to maximise the benefits of pensions.
• Personal risk profiling and tailored portfolios to match this profile.
• The facility to absorb any previous pension entitlement, so that your total benefits can be consolidated to facilitate the efficient investment management of a single 'retirement fund'

AIB Wealth Management offer a wide range of bespoke retirement solutions.

Self-Directed Pensions - Self-Directed Pensions offer you control over a broad investment range and superior flexibility to tailor investments that suit you.

Self-Administered Pensions - A pension trust set up just for you - without the involvement of an insurance company - which, of our pension products, offers the widest range of investment options including private equity, direct property, unit funds and listed shares.

Here to help & advise

Click here to arrange an appointment with a specialist AIB Financial Adviser or call in to your local Branch.

For further information, brochures or guides please see the Related Information box on the right hand side of this page.

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