Self Directed Approved Retirement Funds

The Pensions Act, 1990 brought together and set down clearly the duties and responsibilities of pension scheme Trustees. There is a high degree of overlap between trustees duties under the general principles of trust law and their duties as prescribed in the Act.

Our self directed Approved Retirement Fund and Approved Minimum Retirement Fund Service provides brokers and their clients with the most flexible range of investment options and alternatives for the management of their post retirement pension assets – ranging from the total security offered by investing in Government Guaranteed Exchequer Bills issued by the NTMA right through to direct equity portfolios.

Our ARF/AMRF structure can accommodate the transfer of shares and/or properties held within a Small Self Administered Pension Scheme without any Stamp Duty charge. Essentially the range of investment options available pre retirement can continue to apply in the post retirement structure.

As the Qualifying Fund Manager we will arrange for the payment of all taxes due and handle regular income drawdown, distributions and withdrawals.

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