Preferential approach to pensions (Priority Banking Exclusive service)
Priority Banking Exclusive offers you proactive pension advice
Your personal advisor guarantees you receive proactive support specifically suited to your pensionaspirations.
Customised solutions enabling you to enjoy your pension with peace of mind
With advantageous savings, a regular income or supplementary capital, you will be able to enjoy your pension funds to the full.
Take advantage of Priority Banking Exclusive with a simple call
To enjoy your Priority Banking Exclusive services, products and benefits, call us on 02 433 41 53.
Proactive advice leading up to and throughout your retirement
If you are a Priority Banking Exclusive customer:
- your advisor carries out a full evaluation of your net worth each year;
- together, you will review your projects and priorities;
- your advisor suggests you different solutions – allowing you to enjoy your pension with peace of mind.
The ideal preparation for your retirement
Are you not yet retired? At your request, your advisor will assess your future pension prospects with you. Based on this assessment, you can estimate the gap to make up between the income you hope to have in retirement and the income you will be entitled to. Your advisor will orient you towards the best options according to your personal situation and preferences, for instance:
- pension savings funds;
- savings insurance;
- long-term savings plans.
You will plan for your future in the best way possible, and may even already benefit from tax concessions.
Optimise your pension plan on a regular basis
Are you already retired? Based on a full assessment of your net worth, you and your advisor evaluate the relationship between your income and expenditure. According to your personal situation and preferences, he/she suggests solutions allowing you to:
- receive a regular income for life;
- build up supplementary capital.
You can then enjoy your pension with complete peace of mind.
Already a Priority Banking customer?
To find out more about Priority Banking Exclusive, contact your advisor.
The entire Priority Banking Exclusive opportunity
A portfolio approach for your investments, a preferential approach to inheritance, a leasing solution, a premium service to manage your money, discounts and more besides... Priority Banking Exclusive is much more than a preferential approach to pensions.