protection

• Mortgage Protection

  Application Forms

  • Life Choice Broker Portal Data Capture Form
  • Life Choice Broker Online Declaration Form
  • Life Choice Policy Change Request Form
  • Flexible Trust Form - Joint Life
  • Direct Debit Mandate
  • AML Questionnaire

  Application Process

  • Terms of Business
  • Life Choice Home Key Features
  • Life Choice Important Information (Broker)

  Brochures / Flyers

  • 10 Reasons Why New Ireland for Protection
  • Mortgage Protection (Single/Joint) Policy Conditions
  • Mortgage Protection Dual Policy Conditions
  • Why New Ireland for Mortgage Protection
  • Broker BetterHealth flyer
  • Life Choice Comprehensive Financial Protection

• Term Assurance

  Application Forms

  • Life Choice Broker Portal Data Capture Form
  • Life Choice Broker Online Declaration Form
  • Life Choice Policy Change Request Form
  • Flexible Trust Form - Joint Life
  • Direct Debit Mandate

  Application Process

  • Terms of Business
  • Life Choice Important Information (Broker)
  • Life Choice You & Family Key Features

  Brochures / Flyers

  • 10 Reasons Why New Ireland for Protection
  • Broker BetterHealth flyer
  • Whole Of Life Continuation Benefit
  • Life Choice Financial Protection Brochure
  • Whole of Life Continuation Benefit Customer Flyer
  • Life Choice Comprehensive Financial Protection
  • Income on Death Brochure
  • Life Choice You & Family Policy Conditions

• Business Protection

  Application Forms

  • Life Choice Broker Portal Data Capture Form
  • Life Choice Broker Online Declaration Form
  • Declaration of Health
  • Direct Debit Mandate
  • AML Questionnaire for Non Personal Customers
  • Contingent Purchase Agreement
  • AML Questionnaire

  Application Process

  • Terms of Business
  • Declaration of Trust (Partners and Shareholders)
  • Partners Double Option Agreement
  • Shareholders Double Option Agreement
  • Life Choice Assets Key Features
  • Life Choice Important Information (Broker)

  Brochures / Flyers

  • 10 Reasons Why New Ireland for Protection
  • Life Choice Assets - Business Protection Policy Conditions
  • Life Assurance For Your Business Clients
  • Keyperson Insurance
  • Partnership Insurance
  • Personal & Corporate Shareholder Insurance
  • Broker BetterHealth flyer
  • Business Protection Decision Tree
  • Business Protection Summary Flyer
  • Life Choice Comprehensive Financial Protection

• Reviewable Protection

  Important Documents

  • Reviewable Protection Policy Change/ Surrender Request
  • Reviewable Protection Plan

• Income Protection

  Application Forms

  • Personal Income Protection Online Declaration Form CICA
  • Executive Income Protection Online Declaration Form CICA
  • Personal & Exec - Alteration Application CICA
  • Personal Income Protection Online Data Capture
  • Executive Income Protection Online Data Capture
  • AML Questionnaire for Non Personal Customers
  • Direct Debit Mandate
  • Personal Income Protection Application Form
  • Executive Income Protection Application Form

  Application Process

  • Terms of Business
  • Personal IP Key Features
  • Executive IP Key Features
  • Personal Income Protection Important Information CICA
  • Executive Income Protection Important Information CICA
  • Income Protection POS Checklist

  Brochures / Flyers

  • Personal Income Protection Policy Conditions CICA
  • Executive Income Protection Policy Conditions CICA
  • Income Protection Brochure
  • Occupation Guide
  • Information About Your Income Protection Exclusion
  • Life Choice Comprehensive Financial Protection

  Claim Forms

  • Income Protection (Employer)
  • Income Protection CICA
  • Income Protection Claims Guide

• Income on Death

  Application Forms

  • Life Choice Broker Portal Data Capture Form
  • Life Choice Broker Online Declaration Form
  • Direct Debit Mandate
  • Flexible Trust Form - Joint Life
  • Life Choice Policy Change Request Form
  • AML Questionnaire for Non Personal Customers
  • AML Questionnaire

  Brochures / Flyers

  • 10 Reasons Why New Ireland for Protection
  • Income on Death Brochure
  • Income on Death FAQ Flyer

  Application Process

  • Terms of Business
  • Life Choice Important Information (Broker)

• Specified Illness

  Application Forms

  • Life Choice Broker Portal Data Capture Form
  • Life Choice Broker Online Declaration Form
  • Life Choice Policy Change Request Form
  • AML Questionnaire for Non Personal Customers
  • AML Questionnaire

  Application Process

  • Terms of Business
  • Life Choice Important Information (Broker)

  Brochures / Flyers

  • 10 Reasons Why New Ireland for Protection
  • Specified Illness Explained
  • Broker BetterHealth flyer
  • Life Choice Comprehensive Financial Protection
  • Listing of Specified Illnesses

• Pension Term Assurance

  Application Forms

  • Executive Pension Term Assurance Application
  • Personal Pension Term Assurance Online Data Capture
  • Personal Pension Term Assurance Online Declaration CICA
  • Direct Debit Mandate

  Application Process

  • Personal Pension Term Assurance Key Features
  • Executive Pension Term Assurance Key Features
  • Personal Pension Term Assurance Important Information
  • Terms of Business

  Brochures / Flyers

  • Personal Pension Term Assurance Brochure
  • Executive Pension Term Assurance Brochure
  • Personal Pension Term Assurance Policy Conditions
  • Executive Pension Term Assurance Policy Conditions

• Group Risk

  Application Forms

  • Voluntary Group Life & IP Sponsor Application
  • Group Death in Service and Disability Application
  • Risk Only Tele-interview Employee Application (50+ schemes only) CICA
  • Group Death in Service Letter of Wishes

  Brochures / Flyers

  • Group Risk Employer Brochure
  • Group Risk Employee Flyer
  • Group Risk Technical Guide
  • Group Risk Quick Guide
  • Group Risk Key Features
  • Group Risk Checklist
  • Death In Service Employee Group Risk Flyer
  • Death in Service Policy Conditions
  • Disability Benefit Employee Group Risk Flyer
  • Disability Policy Conditions
  • Disability Benefit Exclusion Flyer

• Underwriting Documents

  Online data capture medical conditions questions

  • Online Data Capture Medical Conditions Questions

  Hobby questionnaires

  • Horse Riding
  • Motor Sport
  • Mountaineering & Rock Climbing
  • Other Hobby
  • Private Aviation
  • Sailing
  • Scuba Diving

  Declaration of health form

  • Corporate Pensions Declaration of Health
  • Declaration of Health
  • Corporate Pensions Benefit Increase Application

  Medical and financial limits & occupation guides

  • Life Choice Medical Limits
  • Life Choice Financial Limits
  • Income Protection Medical & Financial Limits
  • Occupation Guide

  Occupation, travel & residency questionnaires

  • Mining
  • Armed Forces
  • Fisherman
  • Foreign Travel
  • Oil Rig Workers
  • Residency

  Special terms explanatory flyers

  • Income Protection Exclusion Flyer
  • Special Terms
  • Postpone
  • Decline

  Financial questionnaires

  • Business Loan Cover
  • Business Protection Cover
  • Keyperson Cover
  • Personal Cover

  Customer medical questionnaires (Not for online data capture use)

  • Accident Questionnaire
  • Anaemia Questionnaire
  • Arthritis Questionnaire
  • Asthma Questionnaire
  • Back Pain Questionnaire
  • Chest Pain Questionnaire
  • Chronic Fatigue Questionnaire
  • Diabetes Questionnaire
  • Digestive System Questionnaire
  • Drug and Substance Abuse Questionnaire
  • Epilepsy Questionnaire
  • Eye or Ear Questionnaire
  • General Medical Questionnaire
  • Gout Questionnaire
  • Growth, Cyst, Lump & Tumour Questionnaire
  • Headache Migraine Questionnaire
  • Head Injury Questionnaire
  • High Blood Pressure Questionnaire
  • High Cholesterol Questionnaire
  • Joint Pain Questionnaire
  • Kidney Disorder Questionnaire
  • Mental Health Questionnaire
  • Mole Removal Questionnaire
  • Polyp - Colon, Cervical, Gallbladder, Larynx, Stomach Questionnaire
  • Skin Disorders Questionnaire
  • Thyroid Disorder Questionnaire
  • Gynaecological (incl. abnormal smear - hysterectomy)

  Other useful documents

  • Nurse Medical Screening Explained
  • Request to Amend Smoker Status

• Claim Forms

  Claim Forms

  • Absence from Work & Accidental Injury
  • Broken Bones Claim Form
  • Critical Illness & Specified Illness
  • Death Claim Form
  • Hospital Cash
  • Voluntary Group IP Claim Form
  • Total & Permanent Disability
  • Waiver of Premium

• Charges

  Broker

  • Protection Pricing

• Popular Forms & Info

  Change Of Address Request Form

  • Proof of Identity and Address Guide
  • Change of Address Request Form
  • Residency

  Declaration of Health Form

  • Declaration of Health

  Direct Debit Mandate

  • Direct Debit Mandate

  Original Policy Document Replacement Form

  • Policy Document Replacement Form

  Plan Change Request Form

  • Life Choice Policy Change Request Form
  • Request to Amend Smoker Status

  Total Care/ Vision Plan - Plan Change Request Form

  • Protection Plan Change Request Form CICA

  Trust Declaration of a Controlling Person

  • Trust Declaration of a Controlling Person

  CPD Events Listing

  • New Ireland CPD Events 2024

  Product Oversight & Governance Arrangements

  • Product Oversight & Governance Arrangements

  Data Protection

  • Summary Data Protection Notice
  • Data Privacy Notice

  Other Forms

  • Flexible Trust Form Joint Life
  • Flexible Trust Form - Single Life
  • Declaration of Trust (Partners and Shareholders)
  • Distance Marketing European Communities Flyer
  • Trust Beneficial Ownership Registration

  New Ireland Commission Summary

  • Broker Commission Table

investments

• Smart Funds.

  Portal Applications

  • Smart Funds - Portal Data Capture Form
  • Smart Funds - Online Declaration Form

  Application Process

  • CRS & FATCA Self Certification
  • CRS Entity/Organisation Self Certification Form
  • FATCA Entity Questionnaire
  • AML Questionnaire
  • Non Capital Secure SPI Declaration
  • Declaration of Beneficial Ownership
  • Terms of Business
  • Declaration of receipt of Disclosure Information
  • Confirmation of Source of Funds and Wealth
  • Investment Top Up Form (Regular Premium & Single Premium)
  • Trust Declaration of a Controlling Person
  • AML Questionnaire for Non Personal Customers
  • Sentinel II Investment Top-Up Form

  Brochures / Flyers

  • Smart Funds Brochure
  • Smart Funds Key Features
  • Unique death benefit flyer
  • SmartFunds Policy Conditions
  • Easy Access SmartFunds Flyer
  • Fund Matrix (ATR Risk Categories)
  • Smart Funds & Company Investments

  Fund Flyers

  • Absolute Return Bond Fund
  • Balanced Managed Fund
  • Cash Fund
  • Elements
  • Ethical Equity Fund
  • Ethical Managed Fund Flyer
  • European Equity Fund
  • Evergreen Fund
  • UK Equity Indexed Fund
  • Gilt Fund
  • Global Equity Fund
  • BNY Mellon Global Real Return Fund Flyer
  • High Yield Equity Fund
  • Income and Growth Fund
  • Innovator Fund Flyer
  • Technology Indexed Fund
  • Alternative Energy Fund
  • North American Equity Indexed Fund
  • North American Equity Fund
  • Spotlight Fund Flyer
  • Asia Pacific Equity Fund
  • Trilogy II Fund
  • Property Fund Flyer
  • Water Fund
  • Evergreen - celebrating over 50 year's performance

• FutureSave

  Portal Applications

  • Future Save - Portal Data Capture Form
  • Future Save - Online Declaration Form

  Application Process

  • Guide to Setting up a Bare Trust
  • CRS & FATCA Self Certification
  • CRS Entity/Organisation Self Certification Form
  • FATCA Entity Questionnaire
  • Direct Debit Mandate
  • Declaration of Beneficial Ownership
  • Declaration of receipt of Disclosure Information
  • Trust Declaration of a Controlling Person
  • Declaration of Bare Trust
  • How To Set Up A Corporate Investment

  Brochures / Flyers

  • FutureSave Brochure
  • FutureSave Key Features
  • Future Save Policy Conditions
  • FutureSave Flyer
  • Fund Matrix (ATR Risk Categories)
  • Declaration of Bare Trust
  • Bare Trusts FAQ
  • Small Gift Guide

• Our Investment Solutions Your Choice

  Proposition Flyer

  • Investment solutions - Blended Funds

• Market Volatility Supports

  Brochures / Flyers

  • How stock markets react to falls
  • Its time in the markets that matters

• PruFunds

  Portal Applications

  • Smart Funds - Portal Data Capture Form
  • PruFunds Declaration Form

  Application Forms

  • Smart Funds Application

  Brochures & flyers

  • PruFunds Brochure
  • PruFund Growth
  • PruFund Cautious
  • PruFund Growth & PruFund Cautious Summary Flyer
  • PruFunds Smoothing Process Guide
  • PruFunds Reasons to Invest
  • PruFunds FAQ
  • PruFunds Keeping it smoother performance flyer
  • PruFunds - Indicative Past Performance Flyer
  • PruFunds 5 tips for talking to customers

  Forms

  • PruFunds Switch Out Form

• PRIME Funds

  Application Process

  • Smart Funds Application
  • Smart Funds Brochure

  Brochures / Flyers

  • PRIME Funds Brochure
  • PRIME 3 Flyer
  • PRIME 4 Flyer
  • PRIME 5 Flyer
  • PRIME Equities Flyer
  • Fund Matrix (ATR Risk Categories)
  • PRIME Funds - why recommend

  PRIME\'s evolution

  • PRIME Funds 2024 Enhancements FAQ

• Sentinel II Fund

  Brochures & flyers

  • Sentinel II Fund Brochure
  • Sentinel II Fund flyer
  • Sentinel II Fund Flyer (alternative)
  • Sentinel II Fund Advisor flyer
  • Sentinel Fund II FAQ for Advisors
  • Sentinel Fund Range Q&A Update Oct 2022

  Forms

  • Sentinel II Investment Top-Up Form
  • Sentinel II Fund Pension Top-Up Form
  • Sentinel II Fund Single Premium Executive Pension Top Up Form
  • Sentinel II Fund Switch Form

• The iFunds Range

  Application Forms / Process

  • Smart Funds Application
  • Terms of Business

  Brochures / Flyers

  • iFunds brochure
  • iFunds 3
  • iFunds 4
  • iFunds 5
  • iFunds Equities
  • iFunds 3 Alpha
  • iFunds 4 Alpha
  • The iFunds Range - At a Glance
  • Why Recommend iFunds
  • The iFunds Range - Focus on Fund Managers
  • Walter Scott Global Equity Fund Flyer
  • Dodge & Cox Global Stock Fund Flyer
  • Schroder Global Equity Fund Flyer
  • LA Capital Global Equity Fund Flyer
  • Fulcrum Diversified Absolute Return Fund
  • PIMCO Global Agg Bond Flyer
  • M&G (Lux) Short Dated Corporate Bond Fund Flyer
  • SSGA Aggregate Global Bond Fund Flyer
  • SSGA Passive US Equity Fund Flyer
  • Arrowstreet Global Equity Fund Flyer
  • Mercer Passive Global Equity Fund
  • JP Morgan Aggregate Bond Fund
  • JSS Commodity - Transition Enhanced Fund
  • Driehaus Emerging Markets Equity Fund

• Property

  Property Fund

  • Property Fund Flyer
  • Fund Matrix (ATR Risk Categories)

• BNY Mellon

  Newton GRRF

  • BNY Mellon Global Real Return Fund Flyer
  • Fund Matrix (ATR Risk Categories)

  Insight ARB

  • Absolute Return Bond Fund

• IQEQ Funds

  Brochures / Flyers

  • IQEQ Defensive High Yield Fund Flyer (previously Davy Defensive High Yield Fund)
  • IQEQ High Yield Fund (previously Davy High Yield Fund)
  • Discovery Fund

• Goodbody Asset Management

  Fund Flyers

  • Goodbody Global Leaders Fund
  • Goodbody Global Smaller Companies Fund
  • Goodbody Dividend Income 3 Fund
  • Goodbody Dividend Income 4 Fund
  • Goodbody Dividend Income 6 Fund
  • Fund Matrix (ATR Risk Categories)

• High Yield Equity Fund (SSGA)

  Brochures / Flyers

  • High Yield Equity Fund

• Passive Index Funds

  Flyers

  • World Index Fund Unhedged Flyer
  • World Index Fund (Hedged) Flyer
  • Indexed All Equity Fund
  • Indexed Eurozone Long Bond Fund
  • Eurozone Equity Indexed Fund
  • North American Equity Indexed Fund
  • Technology Indexed Fund
  • UK Equity Indexed Fund
  • Indexed Euro Corporate Bond Fund

• iPort

  User guides / Questionnaires

  • iPort User Guide
  • Retirement Risk Questionnaire
  • iPort User Guide
  • iPort Risk Questionnaire

  Ifunds Material

  • iFunds brochure
  • iFunds 3
  • iFunds 3 Alpha
  • iFunds 4
  • iFunds 4 Alpha
  • iFunds 5
  • iFunds Equities

• Charges

  Broker

  • Investments Pricing

• Popular Forms & Info

  Change Of Address Request Form

  • Change of Address Request Form
  • Residency
  • Proof of Identity and Address Guide

  Other Forms

  • Trust Beneficial Ownership Registration
  • Flexible Trust Form Joint Life
  • Flexible Trust Form - Single Life
  • Distance Marketing European Communities Flyer

  Direct Debit Mandate

  • Direct Debit Mandate

  Fund Switch Form

  • Fund Switch and Redirection Form

  Investment Top Up Form

  • Investment Top Up Form (Regular Premium & Single Premium)

  Original Policy Document Replacement Form

  • Policy Document Replacement Form

  Regular/Single Premium Withdrawal Form

  • Withdrawal Form

  Trust Declaration of a Controlling Person

  • Trust Declaration of a Controlling Person

  CPD Events Listing

  • New Ireland CPD Events 2024

  Product Oversight & Governance Arrangements

  • Product Oversight & Governance Arrangements

  Fund Matrix

  • Fund Matrix (ATR Risk Categories)

  Exit Tax Flyer

  • Exit Tax Flyer

  Data Protection

  • Summary Data Protection Notice
  • Data Privacy Notice

  ESG Preferences Guide

  • Sustainable Investment and Sustainable Preferences Guide
  • What does article 8 fund classification mean

  Paper applications

  • Smart Funds Application
  • Self Administered Smart Funds Application
  • Future Save Application

  New Ireland Commission Summary

  • Broker Commission Table

• Fund Risk Categories & Availability

  Fund Matrix

  • Fund Matrix (ATR Risk Categories)

pensions

• Personal Pensions

  Portal Applications

  • Online Data Capture Personal Retirement Plan
  • Online Declaration Form Personal Retirement Plan

  Application Process

  • Personal Retirement Plan Important Information
  • Terms of Business
  • Key Features
  • Personal Pension Top-Up Form
  • Direct Debit Mandate
  • Change of Address Request Form
  • AML Questionnaire

  Brochures / Booklets

  • Personal Retirement Plan Brochure
  • Personal Retirement Plan - Policy Conditions
  • Personal Retirement Plan SP - Policy Conditions

• Navigator Master Trust - Executive

  Application Process

  • Navigator Master Trust Data Capture for Online Approved Executive Plan
  • Navigator Master Trust Executive Key Features

  Booklets and flyers

  • Navigator Master Trust Executive Investment Choice Booklet
  • Navigator Master Trust Executive Member Booklet
  • Navigator Master Trust Executive Flyer
  • Maximum Funding Rates for Occupational Pension Schemes

• Navigator Master Trust - Group Pensions

  Application Process

  • Navigator Master Trust Associated Participant Agreement
  • Navigator Master Trust Participant Substitution Agreement
  • Navigator Master Trust Participant Agreement (Group Pensions)
  • Navigator Master Trust Key Features (Group Pensions)
  • Navigator Master Trust Group Pensions Letter of Wishes
  • Navigator Master Trust Group Pensions Employee Application Pensions & Risk
  • Navigator Master Trust Group Pensions Fund Switch Form
  • Navigator Master Trust Group Pensions Employee Application Pension Only
  • Navigator Master Trust Group Pensions Teleinterview Application Pensions & Risk

  Booklets

  • Navigator Master Trust Group Pensions Member Booklet
  • Navigator Master Trust - Group Pensions Investment Choice Member’s Guide

• Navigator Master Trust - AVCs

  Navigator Master Trust - AVCs

  • Navigator Master Trust Private Sector AVC Application
  • Navigator Master Trust Private Sector AVC Member Booklet
  • Navigator Master Trust Private Sector AVC Investment Guide
  • Navigator Master Trust Private Sector AVC Letter of Wishes
  • Navigator Master Trust Private Sector AVC Fund Switch Form
  • Navigator Master Trust AVC Key Features Private Sector

• PRSAs

  Application Forms

  • Individual PRSA Application
  • Individual AVC PRSA Application
  • Individual Employer PRSA Application
  • Direct Debit Mandate
  • AML Questionnaire
  • Group PRSA Employer Application
  • Group PRSA Employee Application
  • Individual PRSA & AVC PRSA Top-Up Form
  • CPC Appendix C (Non Standard PRSAs)
  • PRSA Employer Information and Contract (Section 121)

  Application Process

  • Key Features
  • Standard PRSA Important Information
  • Terms of Business
  • Non Standard PRSA Important Information

  Brochures / Booklets

  • Individual PRSA Brochure
  • PRSA Policy Conditions
  • Company PRSA Employee Booklet
  • Employer's Guide to Group PRSAs
  • CPC Appendix B (ALL PRSAs)

• AVCs

  Application Forms

  • Individual AVC PRSA Application
  • Group AVC Retirement Plan Employer Application
  • Direct Debit Mandate

  Application Process

  • Individual AVC PRSA Key Features
  • Terms of Business

  Brochures / Flyers

  • Individual AVC PRSA Brochure
  • Individual AVC PRSA Policy Conditions
  • Group AVC Flyer

• PRBs

  Portal Applications

  • Retirement Bond Data Capture and Declaration

  Application Process

  • Retirement Bond Key Features
  • Terms of Business
  • Retirement Bond Important Information
  • AML Questionnaire

  Brochures / booklets

  • Personal Retirement Bond Brochure
  • Retirement Bond Policy Conditions
  • Unique death benefit flyer

• Group Pensions

  Group defined contribution schemes broker

  • Company PRSA Employee Booklet
  • Group Retirement Plan Rules

  Group defined contribution schemes employer brochures & flyers

  • Key Features Group Retirement Plan
  • Internal Dispute Resolution Procedures
  • Employers Guide to Group Retirement Plan

  Group defined contribution schemes employer applications

  • Group Retirement Plan Employer Application
  • AML Questionnaire
  • Registered Administrator Agreement
  • Group Retirement Plan Employer Application Pension Only

  Group defined contribution schemes member applications

  • Pension Only Employee Application (Full Fund)
  • Risk Only Employee Application CICA
  • Group Retirement Plan Application Pension Only (Investment Choice)
  • Risk Only Tele-interview Employee Application (50+ schemes only) CICA
  • Group Retirement Employee Application (Pension & Risk)
  • Pension & Risk Teleinterview Employee Application Investment Choice CICA
  • Group Retirement Plan Letter of Wishes Interactive

  Group defined contribution schemes member follow-up risk applications

  • Group Retirement Plan Teleinterview EE Application (Risk Only)

  Group defined contribution schemes member booklets

  • Investment Choice Member Guide
  • 10 reasons to start saving for your retirement
  • Group Retirement Plan Member Booklet

  Group defined contribution schemes member switch forms

  • Investment Choice Switch Form
  • Group Retirement Plan Switch Form (New Investment Choice)
  • Investment Options Full Fund Choice Switch Form

  Group prsa employer brochure

  • Employer's Guide to Group PRSAs

  Group prsa member application

  • Group PRSA Employee Application

  Group Pension Quarterly Reports

  • Group Pensions Report Q4 2024
  • Group Pensions Report Q3 2024

• Group Pensions - MyPension365

  MP365 videos

  • Where to find MP365 information video
  • How to set up a Company account video
  • SIF - Introduction and inviting employees to join the plan video
  • SIF - Uploading contributions, what to do if an employee leaves and how to handle a single premium video
  • MP365 Member 'how to' video
  • My Pension 365 Employer Video
  • My Pension 365 Advisor Video
  • My Pension 365 Member Video

  MP365 Member Materials

  • My Pension 365 Investment Choice Member Guide
  • My Pension 365 Member Booklet
  • MyPension365 Member flyer
  • My Pension 365 Member Video
  • New Member Communication - New Plan
  • 10 reasons to start saving for your retirement
  • 5 Tips to get the most of MyPension365
  • MyPension365 Retirement Claims Checklist

  MP365 Advisor Materials

  • MyPension365 Advisor flyer
  • My Pension 365 Advisor Video
  • Setting up and Maintaining a Company on MyPension365
  • New Ireland Master Trust Key Features
  • MyPension365 Creating a Company Plan in the NI Master Trust
  • MyPension365 Employer User Guide
  • MyPension365 Agency Registration Form
  • Link to Data Capture Form
  • MyPension365 support team information and FAQs
  • MyPension365 Migration Roadmap

  MP365 Employer Materials

  • MyPension365 Employer User Guide
  • My Pension 365 Employer Video
  • Setting up and Maintaining a Company on MyPension365
  • MyPension365 Employer flyer
  • MyPension365 Creating a Company Plan in the NI Master Trust
  • Link to Data Capture Form
  • MyPension365 Migration Roadmap

  Migration to MP365 materials

  • MP365 Migration Member Communication
  • MyPension365 Migration Roadmap

  Group Pension Quarterly Reports

  • Group Pensions Report Q4 2024
  • Group Pensions Report Q3 2024
  • 4778923 - Group Pensions Report Q2 2024

• Group Pensions - Master Trust

  Group Pensions - Master Trust

  • New Ireland Master Trust Brochure
  • New Ireland Master Trust flyer
  • New Ireland Master Trust Key Features

• IRIS Lifestyle Strategies

  Customer brochures

  • IRIS Lifestyle Investment Strategy Brochure
  • Passive IRIS Lifestyle Invesment Strategy Brochure

  Customer flyers

  • IRIS Customer Flyer
  • Passive IRIS Flyer
  • Passive IRIS 2024 Enhancements Flyer

• ARF and Annuity

  Portal Applications

  • ARF Portal Data Capture Form
  • Online Declaration Form - Approved Retirement Fund
  • Approved Retirement Fund (ARF) Certificate of Investment Source

  Application Forms

  • Annuity Application (Including Enhanced)
  • Group Annuity Application
  • AML Questionnaire

  Application Process

  • ARF Key Features
  • Annuity Key Features
  • Terms of Business
  • ARF Important Information

  Brochures / Booklets

  • New Ireland’s ARF flyer
  • ARF Customer Brochure
  • ARF Policy Conditions
  • Compulsory Purchase Annuity Policy Conditions
  • Retirement Options Brochure
  • Retirement Options Personal Pensions PRSAs
  • Unique death benefit flyer

• Retirement

  Claim Forms

  • AVC Retirement Claim Form
  • One Member Arrangement & Group Retirement Claim Form
  • PRB Retirement Claim Form
  • Personal Pension & PRSA Retirement Claim Form

  Booklets/Flyers

  • Retirement Options Brochure
  • Retirement Options Personal Pensions PRSAs

  Retirement Claims Checklists

  • AVC Retirement Claim Checklist
  • Personal Pension / PRSA Retirement Claim Checklist
  • Group DC / Executive Pension Retirement Claim Checklist
  • MyPension365 Retirement Claims Checklist
  • PRB Retirement Claim Checklist

• Executive Pensions (closed to new business)

  Executive Pension Trustee Training Guide

  • Trustee Training Guide

  Top Up Forms

  • Group PRSA and Executive Pension Top-Up Form
  • Sentinel II Fund Single Premium Executive Pension Top Up Form

  Key Features

  • Executive Retirement Plan Key Features

• Pension Schemes Online (PSOL)

  Broker

  • PSOL Broker User Guide
  • PSOL Broker T&Cs
  • PSOL Fact Sheet
  • PSOL Flyer for Brokers

  Employer

  • PSOL Employer Guide
  • PSOL Employer T&Cs

  Employee

  • PSOL Employee User Guide
  • PSOL Member Guide
  • PSOL Member Video
  • PRSA Employee User Guide PSOL

• Technical Insights and Pensions Manual

  Technical Times

  • Pensions Technical Update - GMS Pensions June 2021
  • Pensions Technical Update - Trivial Pensions March 2021

  Pensions Technical Manual

  • Death Benefits under Pension Products
  • Maximum Funding Rates for Occupational Pension Schemes

• Popular Forms & Info

  Change Of Address Request Form

  • Proof of Identity and Address Guide
  • Change of Address Request Form
  • Change of Address Form (Corporate & Group PRSAs)

  Declaration of Health Form

  • Declaration of Health

  Direct Debit Mandate

  • Direct Debit Mandate

  Fund Switch Form

  • Fund Switch and Redirection Form

  Group PRSA & Executive Pension Top Up Form

  • Group PRSA and Executive Pension Top-Up Form

  Individual AVC PRSA & Personal Pension Top Up Form

  • Individual AVC PRSA and Personal Pension Top-Up Form

  Investment Top Up Form

  • Sentinel II Fund Single Premium Executive Pension Top Up Form
  • Sentinel II Fund Switch Form
  • Sentinel II Fund Pension Top-Up Form

  Original Policy Document Replacement Form

  • Policy Document Replacement Form

  Regular Premium Withdrawal Form

  • Withdrawal Form

  Single Premium Withdrawal Form

  • Single Premium Encashment Form

  Executive Pension Trustee Training Guide

  • Trustee Training Guide

  CPD Events Listing

  • New Ireland CPD Events 2024

  Product Oversight & Governance Arrangements

  • Product Oversight & Governance Arrangements

  Funds Matrix

  • Fund Matrix (ATR Risk Categories)

  Data Protection

  • Summary Data Protection Notice
  • Data Privacy Notice

  ESG Preferences Guide

  • Sustainable Investment and Sustainable Preferences Guide
  • What does article 8 fund classification mean

  Other Forms

  • Distance Marketing European Communities Flyer
  • Pension declaration for claiming tax relief via ROS

  Paper applications

  • Personal Retirement Plan Application
  • ARF Application
  • Individual PRSA Application
  • Individual AVC PRSA Application
  • Group PRSA Employer Application
  • Group PRSA Employee Application
  • Group AVC Retirement Plan Employer Application
  • Retirement Bond Application
  • Group PRB Application
  • Personal Pension Top-Up Form
  • Direct Debit Mandate
  • Change of Address Request Form
  • AML Questionnaire

  New Ireland Commission Summary

  • Broker Commission Table

• Fund Risk Categories & Availability

  Fund Matrix

  • Fund Matrix (ATR Risk Categories)

• Charges

  Broker

  • Pensions Pricing