Retirement Planning

Retirement planningRetirement planning is a fundamental element to the services offered by Coyne & Culloty Insurance & Financial Services as the experience of members in their years approaching retirement and the final steps of the process are the true indicators of the aspirations of our firm that members of our schemes have realistic expectation of their scheme and every opportunity to afforded to engage in the Retirement Planning process during their membership of the scheme particularly in the years approaching retirement.

As members of the Irish Association of Pension Funds (IAPF) we encourage scheme trustees to allow us to apply for the Quality Mark for Group Pension Funds called the PQS (Pensions Quality Standard). The three areas considered in reviewing an application are:

  • Communication
  • Contributions and
  • Governance

Other services provided as standard include:

  • Arrangement of online access to plan members giving 24/7 access to their pension plan and other scheme information through secure member login.
  • Provision of Ezine for members and employers wherein up to date investment performance and fund information is available.
  • Arrangement of trustee training.

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