Important guides for ARF and Vested PRSA clients 

Our ARF Payroll team share their knowledge and experience to guide you through Imputed Distribution payments with ease.

Watch as Jennifer Lynch from our Payroll team provides an overview of the upcoming key dates for your ARF and Vested PRSA clients. This video covers:

  • Imputed Distribution
  • The tax liability for Revenue
  • The Nominee QFM process
  • The “impute tax only” option
  • Allocating cut offs and credits for Standard Life income before the first withdrawal
  • Changes to PRSI 

 


All of this helpful information is also contained in a quick reference guide.

The video also covers setting up bank details on your client's policies. Direct payments to bank accounts will ensure that payments reach clients before Christmas. We encourage clients who are currently on cheque payment to move to bank transfer payment to help avoid any delays.  

To support this message we are writing to some Standard Life ARF and Vested PRSA clients to suggest they choose this method of payment and provide us with their bank details. Please note that clients of yours may receive this letter. 

 

The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.