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Approved Retirement Fund

An Approved Retirement Fund (ARF) is a flexible, tax efficient, personal investment fund into which you can transfer all or part of your eligible pension funds after you receive your retirement lump sum.

What can you invest in?

ARFs give you the flexibility in terms of how to use your pension fund after retirement. The key purpose of an ARF is to provide benefits over the duration of your life after retirement and they should be viewed as long term investments. This is an Irish arrangement and only applicable for residents of the Republic of Ireland.

We will create a bespoke portfolio, subject to certain Irish Revenue Commissioner rules, that matches your objectives and risk appetite. You will have access to a wide variety of asset classes including:

  • Funds
  • Corporate and government bonds
  • Funds of alternative investments
  • Property funds
  • Private funds
  • Cash

Our Discretionary Portfolio Service

A discretionary managed pension portfolio is highly flexible. Our investment managers create genuinely bespoke portfolios. Our service provides great flexibility in the range of securities that can be used in a portfolio. We put our efforts and resource to achieve the best investment returns within the risk parameters that are set. We believe that clients and their advisers should have ongoing, regular dialogue directly with the person that makes the decisions. We work closely with you and your adviser to ensure that we have a clear understanding of your short, medium and long term objectives to ensure that the investments are managed in the most appropriate manner.

Your investment manager will always act in your best interests by following your stated objectives and restrictions and report back to you regularly.

Discretionary Portfolio Service

Why choose Quilter Cheviot as your investment manager?

Experienced

We are one of the oldest investment management firms in Ireland and the UK and our investment managers have an average of 19 years’ investment experience. So, you can be confident that your investments are in good hands.

Well-resourced

With our substantial resource of dedicated research analysts, you can be safe in the knowledge that we are equipped with the tools and information to make the right investment decisions for you.

Bespoke

Your investment manager will work closely with you to create bespoke portfolios that aim to meet your investment objectives and personal risk requirements.

Accessible

Our open-door policy means you will always have access to your investment manager and their experienced team, where and when you need it.

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

Contact us

The value of your investments and the income from them can fall and you may not recover what you invested.