Pension Season
A range of supports to help you during the pension season 2020.
View Pension Season Newsletter
A range of supports to help you during the pension season 2020.
View Pension Season Newsletter
We have put together a support package to help you in your discussions with clients about making contributions to their company pensions.
We have a range of Irish Life branded flyers to support you in simplifying the pension planning process with your clients.
Individuals who both pay and file their tax returns through the Revenue On-line Service (ROS) have until Thursday 10th December 2020 to pay a pension contribution and elect to backdate the income tax relief against the 2019 tax year. Those who do not qualify for the ROS extension must do this by 31st October 2020.
There is no option to defer. If they do not take this opportunity, they will not get another chance to reduce their 2019 income tax liability.
ANSWERS TO ALL YOUR 2020 TAX DEADLINE QUESTIONS
We have a range of Irish Life branded flyers to support you in simplifying the pension planning process with your clients.
We have a number of documents that can be branded with your own logo and contact details. These
can be provided as a pdf or can be printed.
Simply contact your account manager or sales support representative with your order.
Download our Income Tax Examples presentation showing examples with & without pension contributions
Download Presentation
There is a new marketing campaign from Irish Life to help support your business.
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Headquartered in Paris, Amundi is Europe’s largest asset manager by assets under management (AUM) and ranks in the top 10 globally, managing €1.592 trillion euros of assets across six main investment hubs.
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A resource of helpful tips, information and support for you and your business.
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Log in to MyQuotes for simple and easy product quotes. MyQuotes include a Revenue Maximum funding check run on every company pension quote.
Learn More about MyQuotes
The pathfinder tool will help guide you towards the requirements for transferring a pension into a new or existing Irish Life Complete Solutions or other Retail pension product. The tool provides support on all of the different types of pension transfers that are allowed and is all part of our journey to make things easier for brokers.
Open Pathfinder
We are delighted to offer you the opportunity to upload single premiums to existing Complete Solutions Personal Pension & PRSA plans. E-Top Ups are a paperless and contactless transaction which helps to support remote working as no signature is required. We can accept payment by either Electronic Funds Transfer (EFT) or by cheque to ensure this business issues quicker.
Our Pension Process Guide helps you find the forms and requirements that you will need for every pension transaction.
Download Guide