Useful information

Financial Planning

We want to help you to build a better financial future for you and your family. What could be more important? Let us help you put your finances in order.

Whatever your goals, it pays to have the plans in place to help realise your dreams.

Click to view Schedule of fees and charges for Ulster Bank Life & Pension products provided by Irish Life Assurance plc.

Ulster Bank Ireland Limited is a tied agent of Irish Life Assurance plc. for life insurance plans (including life assurance, specified illness cover, income protection, savings, investments, pension plans) and PRSAs.

Nobody knows what's around the corner. And even if we are content with our financial position at the moment how would we cope with change tomorrow?

That's why it's important to plan ahead. To ensure today that you are protected and well placed to cope with what life throws at you in the future. Whether it's investing to grow your nest eggs in the longer term, putting in place life or income protection plans for your loved ones, or ensuring that you have what you need to enjoy your retirement on your terms, Ulster Bank is here to help you identify your needs without any obligation.

We also work with Irish Life so that we can bring you the products you may decide you need following a free financial review with one of our Financial Planning Managers. We can explain the pensions, protection policies and investment options available to help you meet your objectives.

Ulster Bank Ireland Limited is a tied agent of Irish Life Assurance plc. for life insurance plans (including life assurance, specified illness cover, income protection, savings, investments, pension plans) and PRSAs.

It makes sense to regularly take a fresh look at all areas of your finances and make sure they're in the right shape to face life's ups and downs. But how do you balance all your family's financial needs at the same time?

It's easy with our free financial planning review. We'll sit down with you to build up a picture of your current finances. More importantly, we'll talk through your long term lifestyle expectations and how to achieve them. You'll feel the control is back where it belongs - in your hands. The review takes 45-60 minutes and you don't have to purchase any product afterwards.

What will your personal review cover?

We always tailor a review to suit each individual's needs. The focus is not on budgets and numbers, but on understanding the things that matter most to you and your family:

  • Income - first we look at your total household income.
  • Security - we check to see if you have enough replacement income cover in place to protect you and your family for loss of regular income due to death or serious illness.
  • Savings and Investments - we can give you advice on the right choices for you to ensure that your money is put to work for you.
  • Retirement - we look at your plans for retirement to ensure you have enough money to enjoy the lifestyle you expect.

Your personal financial plan

After the meeting, we will send you a personalised plan for your finances. You can choose to act on the recommendations straight away, or make plans for later. You're in control.

Ulster Bank Ireland Limited is a tied agent of Irish Life Assurance plc. for life insurance plans (including life assurance, specified illness cover, income protection, savings, investments, pension plans) and PRSAs.

Booking your free financial review couldn't be easier!

You can either:

  • Complete our online form and we will contact you to book a suitable time and date for your review

  • Call our Financial Planning team on 1800 200 936 and we will arrange an appointment over the phone

  • Call in to your local branch, and one of our team will be happy to arrange a suitable date and time