Lowest fees for a 100% global equity fund arf

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djacampion@gmai

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I'm recently retired and want to convert my pension into an arf.
I will take the 25% lump sum and invest the remaining amount into an arf,a diversifed global equity fund with either ishares or vanguard.
Has anyone any advice as to which provider has the cheepest fees.
Thanks
 
Probably worth reading this thread.

Probably the best (cheapest) PRSA in the world?

The launch of Royal London Ireland's new pension product in late November 2024 seems to have finally offered customers accessible, lost-cost PRSAs. Through an execution-only broker, it is relatively easy to access a passive fund AMC of 0.55% or significantly lower on larger transfers. Taking...
www.askaboutmoney.com
Standard Life are likely to be in or around the same ballpark in terms of charges.
RLI might have a slight edge when their discretionary ValueShare annual bonus/rebate is factored in - I'm not sure.
But it may also depend on the specific terms offered by the broker that you use.

SL and RLI both offer MSCI World Index trackers.
www.standardlife.ie

Our Investment Fund Types | Vanguard Index Fund | Standard Life

Explore our range of investment funds to find out which types suit your clients' financial needs and goals.
www.standardlife.ie www.standardlife.ie

If you're looking for an execution only service then maybe check out the following:
ferga.com

Ferguson and Associates

Pensions (including Self Administered) Life Assurance - Income Protection Savings - Investments
ferga.com ferga.com

PRSA Ireland | PRSA.ie

Low Cost Pensions Ireland Zurich LIfe The Value Pension Website Execution Only PRSA AVC PRSA Pensions www.prsa.ie
prsa.ie prsa.ie

If you do a search of the site you'll find lots of other threads/posts on the relevant topics.
 
Last edited:
GSheehy said:
execution-only.ie might be a player in that space too if it's a RLI product.
Click to expand...
To be honest, I get confused with all of your websites and what their specific remit is @GSheehy. Is there a "master" site with links to the others that clarifies matters perhaps?

PRSA Ireland | PRSA.ie

Low Cost Pensions Ireland Zurich LIfe The Value Pension Website Execution Only PRSA AVC PRSA Pensions www.prsa.ie
www.prsa.ie www.prsa.ie

Invest And Save | Zurich Life Savings Plan | Republic of Ireland

Zurich Life Savings Zurich Life Child Savings Zurich Life Investments Low Cost Prisma Funds www.InvestAndSave.ie
www.investandsave.ie www.investandsave.ie
 
Afraid not. They all happened at different times so it just suited to set them up this way.

In simple terms:

  • prsa.ie (Zurich Life Only Pensions) & execution-only.ie (Royal London Only Pensions)

  • bond.ie (Zurich Life Only Lump-Sum Investment) & investandsave.ie (Zurich Life Only Regular and Lump-Sum Savings/Investment)
 
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