Title
protection
investments
pensions
protection
-
Mortgage Protection
Portal Applications
Application Forms
Application Process
Brochures / Booklets
- Life Choice- Convertible Mortgage Protection Customer Flyer
- Mortgage Protection Policy Conditions
- Mortgage Protection Dual Policy Conditions
- Life Choice Financial Protection Overview (Summary)
- Life Choice - Convertible Mortgage Protection Explained
- Life Choice Comprehensive Financial Protection
- Claims Statistics 2020
- New Ireland's Protection Tips
-
Term Assurance
Portal Applications
Application Forms
Application Process
Brochures / Flyers
- Life Choice Financial Protection Overview (Summary)
- Why New Ireland
- Whole Of Life Continuation Benefit
- Whole of Life Continuation Benefit Customer Flyer
- Claims Statistics 2020
- New Ireland's Protection Tips
- Life Choice Comprehensive Financial Protection
- Income on Death Brochure
- Life Choice You & Family Policy Conditions
-
Business Protection
Portal Applications
Application Forms
Application Process
Brochures / Flyers
- Life Choice Assets - Business Protection Policy Conditions
- Life Choice Financial Protection Overview (Summary)
- Life Assurance For Your Business Clients
- Keyperson Insurance
- Partnership Insurance
- Personal & Corporate Shareholder Insurance
- New Ireland's Protection Tips
- Business Protection Summary Flyer
- Life Choice Comprehensive Financial Protection
-
Reviewable Protection
-
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
Brochures / Flyers
- Personal Income Protection Policy Conditions CICA
- Executive Income Protection Policy Conditions CICA
- Income Protection Brochure
- Life Choice Financial Protection Overview (Summary)
- Occupation Guide
- Information About Your Income Protection Exclusion
- Life Choice Comprehensive Financial Protection
- New Ireland's Protection Tips
-
Income on Death
Brochures / Flyers
-
Specified Illness
Application Forms
Application Process
-
Pension Term Assurance
Application Forms
Application Process
-
Group Risk
Application Forms
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
- New Ireland's Protection Tips
-
Underwriting Documents
Online data capture medical conditions questions
Hobby questionnaires
Declaration of health form
Medical and financial limits & occupation guides
Occupation, travel & residency questionnaires
Special terms explanatory flyers
Financial questionnaires
Customer medical questionnaires (Not for online data capture use)
- Accident Questionnaire CICA
- Anaemia Questionnaire CICA
- Arthritis Questionnaire CICA
- Asthma Questionnaire CICA
- Back Disorder Questionnaire CICA
- Chest Pain Questionnaire CICA
- Chronic Fatigue Questionnaire CICA
- Diabetes Questionnaire CICA
- Digestive System Questionnaire CICA
- Drug and Substance Abuse Questionnaire CICA
- Epilepsy Questionnaire CICA
- Eye or Ear Disorder Questionnaire CICA
- General Medical Questionnaire CICA
- Gout Questionnaire CICA
- Growth, Cyst, Lump & Tumour Questionnaire CICA
- Headache Migraine Questionnaire CICA
- Head Injury Questionnaire CICA
- High Blood Pressure Questionnaire CICA
- High Cholesterol Questionnaire CICA
- Joint Disorder Questionnaire CICA
- Kidney Disorder Questionnaire CICA
- Mental Health Questionnaire CICA
- Mole Removal Questionnaire CICA
- Polyp - Colon, Cervical, Gallbladder, Larynx, Stomach Questionnaire CICA
- Skin Disorders Questionnaire CICA
- Thyroid Disorder Questionnaire CICA
- Gynaecological (incl. abnormal smear hysterectomy)
-
Claim Forms
-
Charges
Broker
-
Popular Forms & Info
Change Of Address Request Form
Declaration of Health Form
Direct Debit Mandate
Fund Switch Form
Original Policy Document Replacement Form
Plan Change Request Form
Total Care/ Vision Plan - Plan Change Request Form
Trust Declaration of a Controlling Person
CPD Events Listing
Product Oversight & Governance Arrangements
Data Protection
investments
-
Smart Funds
Portal Applications
Application Forms
- Smart Funds Application
- CRS & FATCA Self Certification
- CRS Entity/Organisation Self Certification Form
- FATCA Entity Questionnaire
- AML Questionnaire
- Non Capital Secure SPI Declaration
- Self Administered Smart Funds Application
- Declaration of Beneficial Ownership
- AML Questionnaire for Non Personal Customers
- Confirmation of Source of Funds and Wealth
- Investment Top Up Form (Regular Premium & Single Premium)
- Sentinel II Investment Top-Up Form
Application Process
Brochures / Flyers
Fund Flyers
- Absolute Return Bond Fund
- Balanced Managed Fund
- Cash Fund
- Davy Defensive High Yield Fund
- Discovery Fund
- Davy High Yield Fund
- Elements
- Ethical Equity Fund
- Ethical Managed Fund
- European Equity Fund
- Evergreen Fund
- UK Equity Indexed Fund
- Gilt Fund
- Global Equity Fund
- Global Real Return Fund Flyer
- High Yield Equity Fund
- Income and Growth Fund
- Innovator Fund
- Insight Broad Opportunities Fund
- Technology Indexed Fund
- North American Equity Fund
- Alternative Energy Fund
- North American Equity Indexed Fund
- Spotlight Fund
- Trilogy II Fund
- Property Fund Flyer
- Water Fund
- Evergreen - celebrating over 50 year's performance
-
FutureSave
Portal Applications
Application Forms
Application process
-
Investment Proposition
Proposition Flyer
-
Fund Risk Categories & Availability
Fund Matrix
-
Sentinel II Fund
Brochures & flyers
-
iFunds & iFunds Alpha
Application Forms / Process
Brochures / Flyers
- iFunds Brochure
- iFunds 3
- iFunds 4
- iFunds 5
- iFunds Equities
- iFunds 3 Alpha
- iFunds 4 Alpha
- iFunds & ESG
- KBI Developed World Equities Fund Flyer
- Walter Scott Global Equity Fund Flyer
- KBI Emerging Markets Fund Flyer
- Spotlight Fund Flyer
- Dodge & Cox Global Stock Fund Flyer
- Schroder Global Equity Fund Flyer
- LA Capital Global Equity Fund Flyer
- M&G Dynamic Allocation Fund Flyer
- Fulcrum Diversified Absolute Return Fund
- Acadian Systematic Macro Fund
- PIMCO Global Agg Bond Flyer
- M&G (Lux) Short Dated Corporate Bond Fund Flyer
- SSGA Aggregate Global Bond Fund Flyer
- Fidelity Emerging Marakets Focus Equity Fund flyer v1.07.21
- Arrowstreet Global Equity Fund Flyer
-
PRIME Funds
Application Process
Brochures / Flyers
PRIME\'s Evolution May 2022
-
BNY Mellon
Insight ARB
Insight IBOF
-
Property
Property Fund
-
Goodbody Asset Management
-
Merrion Investment Managers
-
Passive Index Funds
-
Fund Centre Support Material
Useful Material
-
iPort
-
Charges
Broker
-
Popular Forms & Info
Change Of Address Request Form
Declaration Of Health Form
Direct Debit Mandate
Fund Switch Form
Investment Top Up Form
Original Policy Document Replacement Form
Regular Premium Withdrawal Form
Single Premium Withdrawal Form
Trust Declaration of a Controlling Person
CPD Events Listing
Product Oversight & Governance Arrangements
Fund Matrix
Exit Tax Flyer
Data Protection
pensions
-
Personal Pensions
Portal Applications
Application Forms
Application Process
-
PRSAs
Application Forms
Application Process
-
Executive Pensions
Portal Applications
Application Forms
Application Process
-
AVCs
Application Forms
Application Process
-
PRBs
Application Forms
Application Process
-
Group Pensions
Group defined contribution schemes broker
Group defined contribution schemes employer brochures & flyers
Group defined contribution schemes employer applications
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) CICA
- Pension & Risk Teleinterview Employee Application Investment Choice CICA
- Group Retirement Plan Letter of Wishes Interactive
- Group Death in Service and Disability Employer Application
Group defined contribution schemes member follow-up risk applications
Group defined contribution schemes member booklets
Group defined contribution schemes member switch forms
Group prsa employer brochure
Group prsa member application
Group Pension Quarterly Reports
COVID-19 Impact on Corporate Pensions
-
Group Pensions - MyPension365
MP365 Member Materials
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
- Group Death in Service and Disability Employer Application
- MyPension365 Agency Registration Form
- Link to Data Capture Form
- MyPension365 Member Quick Guide
- 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 Member Quick Guide
- Information needed for Data Capture Form
- MyPension365 Migration Roadmap
-
IRIS Lifestyle Strategies
Customer brochures
Customer flyers
Webinars
-
ARF and Annuity
Application Forms
Application Process
-
Retirement
-
Pension Schemes Online (PSOL)
-
Technical Insights and Pensions Manual
Technical Times
- Finance Bill 2021 Technical Update October 2021
- Employer Special Contributions October 2021
- Technical Insights - Understanding the impact of the IORP II Directive August 2021
- Pensions Technical Update - GMS Pensions June 2021
- Guidance on Executive Pensions Update – June 2021
- Pensions Technical Update - Trivial Pensions March 2021
- Technical Times - In Focus IDPRTG November 2020
- Technical Times August 2020
- Technical Times March 2020
- Technical Times April 2019
- Technical Times December 2018
- Technical Times October 2017
- Technical Times May 2017
- Technical Times November 2016
- Technical Times June 2016
- Technical Times February 2016
- Technical Times October 2015
- Technical Times July 2015
- Technical Times April 2015
Pensions Technical Manual
-
Fund Risk Categories & Availability
Fund Matrix
-
Charges
Broker
-
Popular Forms & Info
Change Of Address Request Form
Declaration of Health Form
Direct Debit Mandate
Fund Switch Form
Group PRSA & Executive Pension Top Up Form
Individual AVC PRSA & Personal Pension Top Up Form
Investment Top Up Form
Original Policy Document Replacement Form
Regular Premium Withdrawal Form
Single Premium Withdrawal Form
CPD Events Listing
Product Oversight & Governance Arrangements
Funds Matrix
Data Protection