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Retired Life Financial Wellness Tools & Resources

  • Improve your financial literacy
  • Develop a sustainable budget
  • Plan and save for future goals
  • Understand and manage debt
Retired life

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Start with the Retired Life task that matters most right now

Filter by topic to quickly find the right Retired Life tool, guide or Ireland-specific support pathway in one place.

Showing 16 results across all topics.

All Retired Life tools and resources

Explore the full set of calculators, guides, explainers and support options for this life stage.

Showing 16 results across all topics.

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Financial Health Check Questionnaire

A thorough survey crafted to evaluate your current financial status and offer personalised tools, tips, and resources.

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Budgeting

Budget Planner

Track your income and expenses, set financial goals, and make informed decisions about your spending to achieve financial stability.

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Retirement

Making your pension last

Ensure your pension provides lasting financial support throughout your retirement. Learn strategies to manage your pension effectively and maintain financial stability.

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Legacy planning

Inheritance Tax Planning

Plan your estate effectively to minimise inheritance tax liabilities and ensure a smooth transfer of wealth to your heirs.

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Saving

Gift Savings

Save money to give meaningful gifts to your loved ones or support charitable causes without impacting your financial stability.

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Protection

Saving for Long Term Care

Plan ahead to cover future healthcare needs by saving for long-term care and maintaining your quality of life as you age.

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Pensions

Approaching 66: Your Pension Path

An Ireland-specific guide to what to check before State Pension age, from timing to documents and where to confirm entitlements.

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Budgeting

Budgeting on Retirement Income

How to build a steady household plan when retirement income comes from a mix of State Pension, private pension, savings or part-time work.

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Supports

Heating and Household Supports

An Ireland-focused guide to checking Fuel Allowance, household supports and winter-bill planning in later life.

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Wellbeing

Living Alone and Staying Connected

A gentle guide to the wellbeing and money side of living alone in later life, with Irish support routes for connection and routine.

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Income

Working in Retirement

What to think about if you are considering part-time or occasional work in retirement in Ireland.

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Housing

Staying in Your Home Safely

A later-life guide to planning for housing adaptations, warmer homes and practical support in Ireland.

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Life changes

Bereavement and Money

A gentle first-steps guide for dealing with money and paperwork after a bereavement in Ireland.

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Safety

Scam Awareness and Digital Confidence

A later-life guide to spotting scams, building confidence online and getting help with digital tasks in Ireland.

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Supports

Support Finder for Ireland

A shared pathway guide that points students, workers and retired users towards the most relevant Irish support routes for common money pressures.

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Learning

Irish Money Glossary

A shared plain-English glossary covering common Irish money and support terms that appear across the app.

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