Which Pension Provider Do I Establish My ARF With?
You are free to establish your ARF with your existing Pension Provider but you are also free to look at ARF options with all other ARF providers on the market. Furthermore if you have an existing ARF but are unhappy with the performance of it then you are also free to transfer your ARF to a new ARF provider.
The choice of ARF provider can vary depending on many factors but we generally use the following criteria when deciding the most appropriate ARF provider with which to place our clients ARFs:
- Financial strength of the ARF provider
- Investment track record
- Competitive Fees / Charges
- Large range of conservative risk funds to choose from
- Tax Overview and knowledge of the treatment of tax for Approved Retirement Funds
- Response Rate - The rate of response to your questions can indicate how valued you are as potential client
- Trust in the Brokers ability to provide great client testimonials
- Qualifications, Knowledge and Experience of the staff member(s) you are dealing with, do they provide you with enough clear, consice information to allow you to make an informed decision
- Access to viewing your account online / the ability to check your account balance online
For information, please call Joanne on 01 5267770 or 053 9110380.
Alternatively, fill in the form and we will contact you by phone or email to see if we can help.
We negotiate with the following ARF Providers for our clients:
Testimonials
"I had a number of pensions that I was ready to drawdown but I was very confused as to how I should do this, and what I needed to do. ARF Ireland took control of the process for me and dealt with my existing pension providers to get me my tax free lump sum from the pension, and also set up my ARF & AMRF."
- DAVID, RETIRED COMPANY DIRECTOR (I.T.)
"As a conservative investor, ARF Ireland created an ARF investment portfolio for me that gives the potential for reasonable growth during periods of financial market highs but also protects me from periods of market turmoil…they have also always fulfilled their initial promise to me to review my ARF with me on a regular basis."
- CONOR, RETIRED GP
