Defined Benefit Pension Value estimation
Please use this form to estimate the "market value" to you of your Defined Benefit Pension using a discount rate derived from your attitude to risk. This tool has been developed for educational and information purposes only. The estimated pension value is intended to serve as a comparison with the estimated cost of providing similar benefits in the open market and is not intended to represent an actuarial valuation of your scheme. We have not considered the financial position of the scheme or its ability to meet it's commitments in this analysis. Any person acting on the output of this analysis does so entirely at their own risk.

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Email *
Data Protection. Global Wealth will keep your personal data confidential, but may disclose it to third parties where necessary for the purposes of providing our services to you, including to, inter alia, associated companies, financial institutions, your other advisers and other parties with whom Global Wealth has contractual arrangements to provide financial products and ancillary and support services, and to regulatory and other governmental bodies where required by or under any enactment or rule of law or court order, including, inter alia, the Revenue Commissioners, Regulators/Competent Authorities and the Pensions Authority.We try to make sure that the information we have about you is accurate and up-to-date.  Sometimes we may ask you to verify that the information we have remains accurate.  If your information changes, or you believe we have information which is inaccurate or not up-to-date please let us know and we will change it.To find out more about how we interact with your personal data, you can read our full Privacy Notice on our website: https://globalwealth.ie/privacy-policy *
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Are you male or female *
How is your health?                                                              The calculations are based on complex data from the UK Pensions Industry* - but it's important to know that your results aren't set in stone - they are just an indication of how long you are likely to live.               These definitions will help you:                               Excellent health: - assumes that you are feeling pretty good, haven’t been to the doctors for as long as you can remember. Your height and weight are fine, and you don’t take any tablets for any health conditions. Reasonable health: - assumes that you are feeling okay health wise, but not brilliant. You take tablets for high cholesterol and blood pressure.                           Challenging health: - assumes that your health is struggling. Although you take tablets for high blood pressure and cholesterol, it is the more serious condition such as Parkinsons that is impacting on your activities of daily living.                                                 Critical health: - assumes that you are suffering from a serious medical condition such as cancer, and undergoing treatment for it. You find it difficult to get about, and possibly need assistance with day to day activities.*The Continuous Mortality Investigation (2017) *
Your age next birthday *
Your normal retirement age in Years (e.g. 65) *
Are you a Public Sector or Private Sector employee *
Do you have a Spouse or Civil Partner *
If yes, age next birthday of Spouse or Civil Partner
Your expected annual pension at retirement in Euro *
Is your pension in payment increased with inflation? *
Your attitude to risk (on a scale of 1 to 7) Please contact us if you would like to complete a complimentary financial personality assessment in order to assist with this answer *
Your current transfer value (if known) in Euro. If you are in a Public Sector Pension Scheme please leave this blank
The current value of your Additional Voluntary Contributions (AVCs) in Euro.  If none, please leave this blank
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