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AMRF; Minimum Saving Funds
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What Our Customers Say

Jan Van Leeuwen, Director with IQ Digital Signage Ltd. Life Goals have provided us with excellent advice and service. I would recommend them unconditionally

Ger O Byrne, Product Manager, An Post We have dealt with Life Goals for a number of years and during that time have received advice on a multitude of Pension & Investment options. In that time, we have always received good solid advice. We have full confidence in our Consultant's opinion and product knowledge whenever we are looking for Life Assurance or Investment advice. If we are interested in specific products, our Consultant researches many options and provide a detailed comparison of each, explaining the pros & cons. He meets us at our convenience and we prefer the personal touch rather than dealing directly with larger companies. I would highly recommend the services & advice provided by Life Goals.

Nicky and Wayne McDonnell July 2102 I would just like to thank Life Goals for preparing us and arranging our life assurance, after some awful dealings with a previous company who had failed to complete our requests as instructed, we were therefore not feeling encourage by the industry. Life Goals changed this and I am thankful to them for ensuring our childrens security should the need ever arise. Everything was explained and being truly independent we felt no pressure to choose a certain product provider. I would fully recommend Life Goals to anyone as they have provided an excellent service to me and my family and we will certainly be dealing with Life Goals again in the future. Kind regards

Billy Griffin, Director - Artisan Image Solutions Ltd. Life Goals have worked extremely hard to organise a pension backed mortgage for me and secured finance that I don't believe I would have secured elsewhere. They are trustworthy, honest and of the highest integrity. I would highly recommend Life Goals to any prospective client. October, 2009

Volker Lorenz, General Manager, Amadeus Ireland

“Life Goals have been advising Amadeus Ireland in terms of pension fund management, as well as with staff benefits….. I would highly recommend their­­­ services to anyone seeking financial advice, both professionally and privately.”



Ian Kelly National Sales Manager with John Guest Speed Fit

"I am very happy with Lifegoals after meeting with them I certainly feel better and I have a healthier idea of how to plan for the future"

 September 2011



Noel King MD - ECO Seal Insulation Ltd

"I would recommend Lifegoals to any of my friends. After evaluating my current status I maintained my benefits and at the same time gained significant savings."

October 2011   

 


Paul Kearney - Managing Director PK Printing Ltd

"I have been dealing with Life Goals for the last 7 years. In that time I have found their expertise to be hugely beneficial from a tax saving point of view and protecting and maximizing investment returns. I would have no problem recommending them in the future" November 2011

 


Noel Lynn MD - Wired Technologies Ltd

"I have found Lifegoals professional, friendly and give a great service. I have recommended Lifegoals to anyone who needs their services. It cost me nothing and I gained from meeting with them." November 2011


 

Martin Stowe, Kilkenny
 
We have dealt with our Consultant from Life Goals for many years and, throughout that time, his service and assistance has been outstanding in every respect. 
 
When I wanted to purchase Life & Serious Illness Cover, we received excellent advice and every question and concern we had was answered thoroughly. Every detail was explained in a way which we could clearly understand.
 
When I unexpectedly needed to avail of the Serious Illness benefit 12 months ago, the turnaround time from claim to payment was incredibly swift due to the daily involvement of our Consultant.  
 
Having such a policy in place was of great benefit in my recovery.
 
I would definitely recommend Life Goals to my family & friends. Their Consultants are personable, understanding and hardworking.
 
Our Consultant handled this very stressful situation with skill and an incredibly astute sense of the issues. October 2011

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Investing your Pension Fund into an Approved Mininimum Retirement Fund (AMRF) is using a personal savings and investments fund to manage part of your pension fund

 

It is fully Revenue Approved.

 

It is used to re-invest part of your accumulated pension fund/s at retirement for a minimum period of time subject to revenue rules and guidelines

 

Main Rules for AMRF’s
 

  • The maximum amount that can be invested in an AMRF is €120,000

  • AMRF’s investment growth is tax free

  • Withdrawals can only be made from investment returns

  • At age 75, the AMRF is converted to an ARF

  •  It would be cancelled on death and also if a guaranteed income of €18,000 is achieved before the age of 75

  • If there is an annual income of €18,000, Revenue do not need an investment into an AMRF

  • Only one AMRF allowed per person
     

Eligibility of funds to invest in an AMRF
 

  • Personal Pension Plans

  • Personal Retirement Savings Plans (PRSA’S)

  • Additional Voluntary Contributions (AVC’s)

  • Occupational Schemes/ Buy out Bonds

  • (Qualifying through these plans is strictly for Proprietary Directors only)

 

AMRF Summary
 

  • AMRF strategies are closely linked to  ARF's, PRSA's  and Personal Pensions,   
     
  • Discussion on all of these at the same time is recommended
     
  • Follow the links for information on these plans
     
  • Decisions on AMRF's can be considered in advance and then executed at retirement
     
  • Important to keep options flexible until the decision has to be made

 

We would be delighted to offer you our friendly advice and expertise

 

To take us up on this offer you can Contact Us at anytime

 

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Life Goals Limited, t/a Lifegoals Financial Services is regulated by the Central Bank Of Ireland  

Member of PIBA, Professional Insurance Brokers Association. Registered Office: 107 Q House, Furze Road, Sandyford, Dublin 18. Registered in Ireland No: 364827

Telephone: (01) 6852553 | Fax: (01) 6852541 | Email: info@lifegoals.ie

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