No Change to existing requirements i.e. P60 or Payslip and values & current contribution rates of clients other pensions are required
Proof of salary requirement has been extended meaning that a recent payslip or P60 is now required.
Current value & contribution amounts required about the clients other pensions is now required.
Can be accepted immediately assuming that all requirements have been received and an application to Revenue has been made.
Our new tool will help guide you on what transfers are allowed and the requirements to process them.Open the Pension Transfer Pathfinder
To help you understand the new revenue approval process for new, tops and transfers to one-member company pensions, we have designed a frequently asked questions document that will hopefully answer most of your questions.
In a few steps, our new 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.
We hope you find it useful and we look back to your feedbackOpen the Pension Transfer Pathfinder