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2. Finance

Retirement usually means a change in income. Finance, therefore, is of great importance. The main financial institutions have sections on their website dealing with finance. (Please see example above.) Each site varies, but the advantage of checking these products online is that you can view them from your PC rather than having to visit each institution. However, with such a large amount of information available, it can be difficult to work through the ‘financial language’ of these packages.

To help with this, The Irish Financial Services Regulatory Authority, (a Government agency), was established to inform and educate customers on the many financial institutions and packages in Ireland. This agency provides impartial advice on financial matters. The website ( contains detailed information on financial matters and is updated on a continual basis.

The Pensions Board was set up in 1990 to regulate pension schemes and advise the Minister for Social and Family Affairs on Pensions. The website ( contains a wealth of information on pension schemes and entitlements. There is a detailed FAQ section (Frequently Asked Questions) which is very useful. Their leaflets are available on their website in PDF Format.

The information contained in any email notification from the Pensions Board belongs to the Pensions Board and is copyright protected. This information may be used for private non-commercial use only, provided that any copy retains all copyright and other proprietary notices contained in the original material. You may not modify the information in any way or reproduce or distribute or otherwise use it for any public or commercial purpose.
No liability whatsoever is accepted by the Pensions Board, its servants or agents for any errors or omissions in the information contained in this booklet or for any loss occasioned to any person acting or refraining from acting as a result of any statement in this booklet.

The Pensions Ombudsman investigates and decides complaints and disputes involving occupational pension schemes and Personal Retirement Savings Accounts (PRSAs). He is an impartial Government appointed Ombudsman. The website ( contains information on grounds for complaint and dispute resolution.

The Revenue Commissioners have detailed information on finance and retirement. They have made a concerted effort over the past few years to provide relevant information in an easy to use website. The latest version of their website ( is laid out in a clear manner and has a section for those who are retired. The leaflets produced by the Revenue Commissioners for retired people are available in PDF format on their website.

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