We’re delighted to provide you with a ‘Pension Tool’ kit to help drive your pension sales activity over the coming months with your clients. The supports are designed to provide technical knowledge, provide sales opportunities and provide sales tools that will help provide you with solutions.
Up to 103% Gross Allocation available with a base AMC of 0.75% (e.g. Self-Invested Fund) available on Pre-retirement Single premiums through our Complete Solutions 1, Personal Retirement Bond & Approved Retirement Fund 1 contacts:
Irish Life has developed five new multi-asset portfolio funds. The funds invest in a wide range of assets, including cash, shares, bonds and alternative strategies. These five new portfolios are available for your clients across our pension, investment and savings plans. Each portfolio is managed to a specific risk level meaning there should be a portfolio to suit the risk appetites of your clients and this portfolio will continue to suit their risk appetites over time.
All five funds benefit from our innovative Dynamic Share to Cash (DSC) model. The advantage of having the DSC is that it aims to reduce the amount invested in Developed Market Shares and increase the amount in cash when it identifies greater potential for stock market falls. As importantly, when the DSC identifies greater potential for stock market recovery, it will move back out of cash and into Developed Market Shares.
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These supports have been designed to help provide you with a quick answer to questions that you may get from your clients as well as providing technical support in all areas of Pensions.
These supports have been designed to help you target specific clients, whether your clients is in their 30s, close to their retirement age or at the point or retirement where they are making decisions on what post retirement product will suit their needs.
Based on your feedback we have made our calculators even more user friendly and will help you in identifying income gaps that your clients current pension funding may have