Synergy Personal Retirement Savings Accounts (PRSA) and/or PRSA Additional Voluntary Contributions (AVC)

You'll find our Synergy PRSA application, as well as more information and supporting documents, on our Synergy PRSA page.

These are the items that are missed most often – we've listed them according to the relevant page on the application form:

From page 3 – contribution type.You have two choices: PRSA contributions only, including transfer payments not representing AVCs, or Additional Voluntary Contributions only, including transfer payments representing AVCs
From page 5 – salary deduction.You only need to complete this section if your client wants to make a net pay arrangement
From page 8 – your signed and dated adviser's declaration. Please also tell us whether you want bonus commission, even if only regular contributions are being paid now. Remember, you'll need to choose your PRSA commission terms at the outset, and they can’t be changed – they'll apply to the whole policy

These are the items that are missed most often – we've listed them according to the relevant page on the application form:

From page 3 – contribution type.You have two choices: PRSA contributions only, including transfer payments not representing AVCs, or Additional Voluntary Contributions only, including transfer payments representing AVCs
From page 5 – salary deduction.You only need to complete this section if your client wants to make a net pay arrangement
From page 8 – your signed and dated adviser's declaration. Please also tell us whether you want bonus commission, even if only regular contributions are being paid now. Remember, you'll need to choose your PRSA commission terms at the outset, and they can’t be changed – they'll apply to the whole policy

We'll need to see:

Proof of your client's date of birth, like a certified copy of their current passport or driving licence
Proof of their PPSN, like a copy of their P60
For PRSA AVCs, we'll also need a copy of a recent annual statement from your client's occupational pension scheme
For transfer payments, a Certificate of Comparison (unless exempt)
If a transfer payment is subject to or as a result of family law proceedings like a Pension Adjustment Order, please enclose a copy of the Notice or Order

If we need further information, we'll let you know.

We'll need to see:

Proof of your client's date of birth, like a certified copy of their current passport or driving licence
Proof of their PPSN, like a copy of their P60
For PRSA AVCs, we'll also need a copy of a recent annual statement from your client's occupational pension scheme
For transfer payments, a Certificate of Comparison (unless exempt)
If a transfer payment is subject to or as a result of family law proceedings like a Pension Adjustment Order, please enclose a copy of the Notice or Order

If we need further information, we'll let you know.

You can post documents to us at 90 St Stephen's Green, Dublin, D02 F653.

You can also scan and email them to newbusiness@standardlife.ie, but please remember that you'll need to make sure they're properly protected. We can't guarantee that any email you send us will be received, or that it will remain private and unaltered during internet transmission.

You can post documents to us at 90 St Stephen's Green, Dublin, D02 F653.

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.