Pension Season

We have a range of supports to help you during the pension season 2020.

View All Pension Season Supports Editable Forms
Latest ILIM market update“The essence of strategy is choosing what not to do” – Michael Porter. Read the latest weekly update from Irish Life Investment Managers.

Irish Life Investment Managers

Irish Life Investment Managers
Irish Life Investment Managers

Author

Section 72 for payment of ARF Income Tax on deathWe all know that S.72 relief can be used to pay Inheritance Tax tax-efficiently, but did you know that the relief can also be used to replace the income tax deducted by a QFM from the value of an ARF inherited by a child over 21?

Caitriona Gaffney

Caitriona Gaffney

Author

Setanta Q3 2020 newslettersThe Setanta investment funds newsletters for Q3 are now available.

Brendan Moran

Brendan Moran, Setanta
Brendan Moran

Author

Your responsibilities for your data The data download is a valuable tool that we make available for you via your secure broker login to our online portal b-line.

Colin Aylward

Colin Aylward

Author

Maintaining momentum for pension auto-enrolmentIn this month's Business Plus magazine, my colleague John Groarke, Pension Marketing Manager, talks about the importance of planning for retirement and the key role financial advice plays.

Kenny Mellor

Kenny Mellor

Author

Budget 2021The Advisory Services team has produced an overview of Budget 2021 covering changes which impact the life and pensions industry.

Caitriona Gaffney

Caitriona Gaffney

Author

Irish Broker interview with new CEO Declan BolgerFor this month's Irish Broker magazine Declan Bolger, CEO Irish Life, spoke to Diarmuid Kelly, CEO Brokers Ireland

John Roberts

John Roberts

Author

Extension of ROS pay and file deadlineRevenue has announced an extension to the pay and file deadline for self-assessment income tax customers with this year's deadline moving out to Thursday, 10th December 2020. Read more...

Patrick O'Shea

Patrick O'Shea

Author
PensionsPension Transfer Pathfinder

In a few steps, this pathfinder tool will guide towards your requirements for transferring a pension into an existing or new Irish Life pension product.

 ProtectionWill Wise 2020

Will Wise is back! To help you to engage with clients we have lots of non-branded supports for promoting your business to them, and to top it off, we are offering a free will with protection plans taken out this summer!

 PensionsPension Process Guide

Our Pension Process Guide helps you to easily find the forms and requirements that you will need for every pension transaction.

 PensionsMyRetirement Pathfinder

Guiding your client through their Retirement Journey

 ProtectionAsk Underwritng

Your home for underwriting questions and information.

 ToolsBroker 360

Understand your clients attitude to investing, build a bespoke portfolio and generate a tailored report for your clients.

 ProtectionLifeCare

LifeCare is a group of three additional support services available to your clients when they take out a protection plan with Irish Life. It gives your clients and their family's access to valuable expert help at no extra cost.

 SupportsIrish Life Podcast

The Irish Life Podcast is a regular podcast featuring updates from industry experts at Irish Life.

 We rose to the challenge together and look what we achieved!

We adapted fast, and worked hard to merge our work and home lives together, and are now set up nationwide in offices, kitchens, sheds and box rooms. Together, we continue to show our resilience and determination to support our Brokers and keep our operations running to the high standard we have worked hard to achieve.