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Plan for your Financial Needs and Goals
Get a clear picture of your finances, for today and tomorrow.
Managing your finances means planning for the future as well as balancing your monthly budget. We can help you plan your future today.
Life and pension products are provided by Irish Life Assurance plc.
AIB Financial Planning Consultation
How it Works
It’s free - your one-hour financial consultation is completely free with no obligation.
Flexible and individual - we focus on what’s important to you covering your protection, retirement planning, savings and investment needs.
Expert financial advice - our professional consultants can help you put a plan in place.
Personalised report - you’ll get a report which outlines what we covered in the consultation including any advice or recommendations given.
A typical Financial Planning Consultation will cover:
What your financial position is today and what your objectives are for the future.
What level of protection your family needs and how to put it in place (if a death, disability or serious illness were to happen).
How to plan for your retirement (when you would like to retire).
How you can make the most of your investments and savings (guidance on having cash available for easy access, balanced with longer-term deposits and investments).
AIB’s Family Finance Budgeting Tool is an exciting and easy to use online tool from AIB that can bring your household budget to life.
AIB has a savings account for every type of saver. Talk to us today.
It’s always the right time to give your pension plan a check up.
Pension Tax Relief Calculator
Calculate the Income Tax Relief on your Pension
Download documents from our Help & Guidance page.
Instant Life Assurance Quote
Get a quote for Life Assurance instantly.
Ark Life Customers
View latest Ark Life fund prices.
Your Attitude to Investing
What type of Investor are you? Learn More...
Talk to Us
Speak with one of our Financial Advisors today, they'll be happy to answer any questions you have about investment opportunities with AIB.
Alternatively, you can drop into any AIB branch and ask to speak to a Financial Advisor.
Allied Irish Banks p.l.c. is a tied agent of Irish Life Assurance plc for life and pensions business. Allied Irish Banks p.l.c. is regulated by the Central Bank of Ireland. Irish Life Assurance plc is regulated by the Central Bank of Ireland.