Below is a full list of FAQs. If you don't find the answer you're looking for, why not contact us using the form below.


Advisors

We will act as your scheme's Pensioneer Trustee and ensure your scheme is administered in line with Revenue rules.  A Client Portfolio Executive (CPE) will be assigned to you who will prepare annual accounts for your scheme.  Your CPE will work closely with you and/or your advisor to help you with any queries you have.

Contact us on (01) 661 1022 or your account manager to discuss.

Our focus is on providing tax-efficient pension schemes to help advisors plan for their client’s retirement. We can provide a broad range of services to help you and your clients achieve their financial objectives. Our services include: Buy Out Bonds (BOB), Personal Retirement Savings Accounts (PRSA), Approved Retirement Funds (ARF), Small Self-Administered Schemes (SSAS), Pension Consultancy and Compliance Consultancy. For details about these other services, please go to the 'Pension Products' section of our website.

Contact us and we can assign an Account Manager to you who can provide you with more information on our services and products.