Why retirement planning makes sense

The retirement landscape is changing and growing. Providing advice to your clients in the years before, during and after retirement is more important than ever.

Irish Life can help you manage the advice process on every step of the journey.

Man typing at laptop

When does your client want to retire?

How does your client want to retire?

What's their plan?

MyRetirement Pathfinder

My Retirement Pathfinder

Retirement planning using My Retirement Pathfinder is retirement planning made easier! Using it can help to:

  • collect all your relevant information in one online tool;
  • create recommendations your clients can easily understand, with strong visuals in a professional report you can brand;
  • build a professional process to review clients' ARFs in retirement, that you can repeat time and again;
  • maximise your clients' pension contributions to provide for a better retirement when used in the years approaching retirement; and
  • illustrate how various investment options contribute to your advice, through either bespoke portfolios or ILIM’s unique REPs funds, which are specially designed for post-retirement investments.
Myretirement Pathfinder booklet

What are the key features of MyRetirement Pathfinder?

  • it provides a bespoke client retirement solution and a professional report;
  • it's easy and intuitive to use;
  • it generates a retirement pathway in minutes;
  • straight through processing to Irish Life's online submission system to complete an application;
  • it helps reduce costs with quicker processing and helps get it right first time;
  • it can be used both in and outside of client meetings.
Engagement supports

​​​​​Supports for you and your clients.

MyRetirement Pathfinder updates - Product Options
REPS

Retirement Portfolios

Retirement Portfolio funds (REPs) is Irish Life’s new fund range which has been developed to meet the needs of investors in retirement. The range of funds has been specially designed by Irish Life Investment Managers (ILIM) to address the unique challenges investors face in retirement and is available on Irish Life Assurance Approved Retirement Funds (ARF) plans.

PDF

REPS flyer

Download the Irish Life Retirement Portfolio (REPs) flyer.
Webinar

Introducing Irish Life’s Retirement Portfolio Funds

Michael Hayes (ILIM) talks to ILIM’s Head of Portfolio Solutions Darragh O’Dowd on the launch of Irish Life’s Retirement Portfolios, designed and built around the specific needs of retirees.