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We will act as your scheme's Pensioneer Trustee and ensure your scheme is administered in line with Revenue rules. Our Client Services Team will prepare annual accounts for your scheme and 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.