Retirement planning with your Credit Union

Did you know that through your Credit Union you can get help to plan for financial events in the future, like planning for your retirement?

No matter what age you are, planning for your retirement or making sure your pension is on the right track should be a priority.

To enjoy financial security when you retire, it’s important to put money aside during your working years.

Putting a little away now can make a big difference later and don’t forget that you can avail of very attractive tax relief on contributions you make into your pension, which may help especially if you have a tax return looming next October.

Synergy Credit Union has an arrangement with Irish Life Financial Services enabling you to seamlessly access financial advice that will enable you to have a better picture of your financial wellbeing and your likely requirements for the future.

Why not arrange a financial review today, there is no cost involved and it is obligation free.  

Irish Life Financial Services have a team of financial advisers ready to help get you started with your financial planning.

Why not take the first steps in Financial Planning with Irish Life Financial Services? They just need a few basic contact details from you to get started.

Please click here ( https://planmylife.irishlife.ie/fws/metamo/SignUp)

You can also contact a staff member directly to arrange a full financial review by email or freephone:

Email:  info@synergycu.ie

Freephone: 1800 272927

Irish Life Financial Services is tied to Irish Life Assurance plc. for life and pensions business.

Irish Life Financial Services Limited is regulated by the Central Bank of Ireland.

Irish Life Assurance plc is regulated by the Central Bank of Ireland.

Here are 5 reasons why starting a pension now makes sense:

Disclaimer:

The content provided in this blog is for informational purposes only and does not constitute financial advice, including but not limited to investment, tax, or retirement planning advice. While we strive to offer accurate and up-to-date information, Synergy Credit Union and the author are not financial advisors, and the insights shared here should not be construed as professional advice. The information provided is general in nature and may not be suitable for your specific financial circumstances. We strongly recommend consulting with a qualified financial advisor or pension specialist before making any financial decisions or changes to your pension plan. Synergy Credit Union assumes no responsibility for actions taken based on the information provided in this blog.