Help clients visualise their Second Life


With a Synergy PRSA, your client has options at retirement. They can opt to take a cash lump sum and with the balance, subject to Revenue rules they can:

•    buy a guaranteed pension income for life (an annuity), or
•    retain within the PRSA (known as a vested PRSA), or
•    invest in an approved retirement fund (ARF), or
•    take taxable cash, or
•    choose a combination of these options.

Stepping into retirement can feel a little daunting. Helping your client to visualise this period and how they can create a Second Life filled with purpose can be hugely beneficial. Completing our Second Life Questionnaire is a great way to start this. 
 

Top documents

  • Retirement Instruction for Personal Pension and PRSA

  • Second Life questionnaire

  • Retiring a Synergy PRSA

    Find the documents you need to support your client at and after retirement at the Literature library.

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