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.
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.
Why choose Irish Life for retirement planning?
- Complete Solutions ARF 1 product guide - all you need to know about Complete Solutions ARF 1, including product information and fund choice
- MyRetirement Pathfinder key features - explaining the benefits of using MyRetirement Pathfinder and how the process works
- Irish Life's Retirement Portfolio Funds flyer - support your advice proposition with a range of funds specifically designed to address faced in retirement
- Why Irish Life for pensions