how to access 25% tax-free lump sum - Financial Planner

how to access 25% tax-free lump sum

A person uses a laptop displaying a financial chart with candlestick patterns and trend lines at a table near a window, researching how to access a 25% tax-free lump sum from their pension.
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A couple sits on a park bench, smiling and embracing, with a five-star testimonial for FinancialPlanner.ie and details on how to access a 25% tax-free lump sum from your pension displayed over the image.

Here’s how to access 25% tax-free lump sum*

Are you sitting on Pension from an old job?

Here are your options:

1. You can leave your pension where it is.

2. You can transfer your benefits into your new employer’s pension scheme.

3. You can transfer the benefits into your own by setting up a Personal Retirement Bond or a ‘Buyout Bond’.

4. And in some cases, you can avail of 25% tax-free lump at age 50.*

Contact our #PensionPro for more information!

Call 01-627 9495 or email [email protected] today!

For more, see www.financialplanner.ie

#transferoldpension #taxfreelumpsumat50 #expertpensionadvice #growyourretirementfund #celbridge #kildare #BrendanKelly #financialbroker #financialplanner #Pension

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