Pension Season

Our tax registration number for allocating tax credits is: 9578247P

You'll need to submit all ad hoc requests by 30 November. Requests made after this date may not be processed until the following year.

Payments will leave our bank account by 13 December at the latest. Cheque payments will be posted on the same date, but please note that there may be postage delays during the Christmas period.

We aim to complete all top up requests within five working days after we receive all requirements.

Here's a link to the adviser top up form

Yes, you can send contributions via EFT. Please make sure you include the client reference – policy number, name and date of birth. If we can't identify who contributions are from they may lie unallocated in our bank account.

It can take us up to 48 hours to answer emails during busy times. If you need an urgent response, you can call us on (01) 639 7000.
 

'Date received' is the date we receive the application by email or post. That's the date we use on the PRSA and PP top up certificates we issue to advisers.

We allocate units once we have all the information and the funds we need. That’s the 'date applied'. 

If your client is making contributions of €15,000 or more, we have to carry out a maximum funding check. That means we need to know:

• The main scheme value (DB: Pension Value and lump sum value on retirement, DC: Current Value).
• The date your client joined the scheme
• The value of any other pensions your client holds, as well as whether they relate to this or previous employment, the type of plan and the provider it’s held with.
• Your client’s current or most recent salary.

You'll find pricing options and commission details of your client's existing policy and any top ups or increments on Client View. If we have agreed any bespoke or special terms with you, please tell us about them in any correspondence.
 

Our pipeline system on Client View will keep you up to date with the progress of your request.