Title
protection
investments
- ESG Hub
- Interactive PDFs
- Sentinel II Fund
- Sentinel Fund (closed to new business)
- Investment Proposition
- iFunds & iFunds Alpha
- PRIME Funds
- Smart Funds
- FutureSave
- BNY Mellon
- Property
- Goodbody Asset Management
- Merrion Investment Managers
- Passive Index Funds
- Fund Centre Support Material
- iPort
- Charges
- Popular Forms
pensions
protection
-
Interactive PDFs
Applications
- 301611 Online Data Capture Form Interactive
- 302607 Personal Pension Term Assurance Online Declaration (Broker) Interactive
- 302609 Executive Pension Term Assurance Online Declaration Broker Interactive
- 301598 Personal IP Application Interactive
- 301609 Executive IP Application Interactive
- 300774 Group Death in Service and Disability Employer Application Interactive
- 303869 Horizon Online Declaration Broker Interactive
- 301610 Online Declaration Form Interactive
- 302971 Life Choice Policy Change Request Form Interactive
- Personal Income Protection Online Data Capture
- Executive Pension Term Assurance Online Data Capture
- Horizon Online Data Capture
- Personal Pension Term Assurance Online Data Capture
Underwriting
- 301924 Headache Migraine Questionnaire Interactive
- 301926 High Cholesterol Questionnaire Interactive
- 301913 Diabetes Questionnaire Interactive
- 301908 Asthma Questionnaire Interactive
- 301921 Growth, Cyst, Lump and Tumour Questionnaire Interactive
- 301925 High Blood Pressure Questionnaire Interactive
- 301929 Mental Health Questionnaire Interactive
- 301914 Digestive System Questionnaire Interactive
- 301922 Gynaecological Questionnaire Interactive
- 302667 Joint Disorder Questionnaire Interactive
- 301909 Back Disorder Questionnaire Interactive
- 301905 Accident Questionnaire Interactive
- 301936 Thyroid Disorder Questionnaire Interactive
- 301911 Chest Pain Questionnaire Interactive
- 301923 Head Injury Questionnaire Interactive
- 301907 Arthritis Questionnaire Interactive
- 301928 Kidney Disorder Questionnaire Interactive
- 301932 Polyp - Colon, Cervical, Gallbladder, Larynx, Stomach Questionnaire Interactive
- Request to Amend Smoker Status
-
Mortgage Protection
Application Forms
Application Process
Brochures / Booklets
-
Term Assurance
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 2019
- New Ireland's Protection Tips
- Life Choice Comprehensive Financial Protection
- Income on Death Brochure
- Life Choice You & Family Policy Conditions
-
Business Protection
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
- Claims Statistics 2019
- Life Choice Comprehensive Financial Protection
-
Reviewable Protection
-
Income Protection
Application Forms
- Personal Income Protection Online Data Capture
- Executive Income Protection Online Data Capture
- Personal Income Protection Online Declaration Form
- Executive Income Protection Online Declaration Form
- 301609 Executive IP Application Interactive
- Personal & Exec - Alteration Application
- AML Questionnaire for Non Personal Customers
- Direct Debit Mandate
- 301598 Personal IP Application Interactive
Application Process
Brochures / Flyers
- Income Protection Brochure
- Income Protection- Disability Definitions
- Personal Income Protection Policy Conditions
- Executive Income Protection Policy Conditions
- 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
-
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
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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)
- 301905 Accident Questionnaire Interactive
- Anaemia
- 301907 Arthritis Questionnaire Interactive
- Asthma
- Back Disorder
- 301911 Chest Pain Questionnaire Interactive
- Chronic Fatigue
- Diabetes
- Digestive System
- Drug and Substance Abuse
- Epilepsy
- Eye or Ear Disorder
- General Medical
- Gout
- Growth, Cyst, Lump & Tumour
- Gynaecological
- Headache Migraine
- 301923 Head Injury Questionnaire Interactive
- High Blood Pressure
- High Cholesterol
- Joint Disorder
- 301928 Kidney Disorder Questionnaire Interactive
- Mental Health
- Mole Removal
- 301932 Polyp - Colon, Cervical, Gallbladder, Larynx, Stomach Questionnaire Interactive
- Skin Disorders
- Supplementary IP Questionnaire
- Thyroid Disorder
- Medical Questionnaire
-
Claim Forms
-
Charges
Broker
-
Popular Forms
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
investments
-
ESG Hub
ESG Educational
ESG Explained
ESG Research
ESG Thought Leadership
ESG & Our Fund Range
- ESG offering - a key NI investment pillar
- KBIGI 2020 a pivotal year for water companies (Feb 2021)
- SSGA ESG in New Ireland's Passive Funds (Dec 2020)
- SSGA A New Day For Investing. ESG.
- KBIGI Alternative Energy Fund - reasons to invest (NOV 2020)
- KBIGI ESG Credentials Nov 2020
- KBIGI 5 reasons to invest in Water
- Goodbody AM Integration of ESG 2020
- KBI Global Investors Commitment to ESG
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Interactive PDFs
Applications
- Smart Funds Application
- 301981 Future Save Application Interactive
- 301726 Confirmation of Source of Funds and Wealth Interactive
- 303260 AML Questionnaire for Personal Customers Interactive
- 303406 Investment Top_Up Form (RP and SP) Interactive
- 303399 Fund Switch and Redirection Form Interactive
- 303272 AML Questionnaire for Non Personal Customers Interactive
- 230029 DD Mandate Interactive
- 303001 Non Capital Secure SP Declaration Interactive
- 303082 Policy Document Replacement Form Interactive
- 303322 Declaration of Bare Trust Interactive
- 303943 Sentinel II Investment Top-Up Form Interactive
- 303944 Sentinel II Fund Switch Form Interactive
- 302103 Withdrawal Form Interactive
-
Sentinel II Fund
-
Sentinel Fund (closed to new business)
Fund Material
Fund Specific Forms
COVID-19
-
Investment Proposition
Proposition Flyer
-
iFunds & iFunds Alpha
Application Forms
Application process
Brochures / Flyers
- iFunds brochure
- iFunds 3
- iFunds 4
- iFunds 5
- iFunds Equities
- iFunds 3 Alpha
- iFunds 4 Alpha
- iFunds at a glance Flyer
- Fund Matrix (ATR Risk Categories)
- iFunds & iFunds Alpha FAQ
- Lazard Emerging Markets Fund Flyer
- 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
- PIMCO Global Agg Bond Flyer
- Mercer Passive Global Equity Fund
- SSGA Aggregate Global Bond Fund Flyer
- Arrowstreet Global Equity Fund Flyer
Quarterly Reports
-
PRIME Funds
Application Process
Brochures / Flyers
Quarterly Reports
-
Smart Funds
Application Forms
Application Process
Brochures / Flyers
Fund Flyers
- Absolute Return Bond Fund
- Balanced Managed Fund
- Cash Fund
- Davy Defensive High Yield Fund
- Davy 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
- Income and Growth Fund
- Innovator Fund
- Insight Broad Opportunities Fund
- Irish Equity Fund
- Technology Indexed Fund
- North American Equity Fund
- North American Equity Indexed Fund
- Alternative Energy Fund
- Spotlight Fund
- Trilogy II Fund
- Water Fund
- Property Fund Flyer
-
FutureSave
Application Forms
Application process
-
BNY Mellon
-
Property
-
Goodbody Asset Management
-
Merrion Investment Managers
-
Passive Index Funds
-
Fund Centre Support Material
Useful Material
-
iPort
User guides / Questionnaires
Ifunds Material
Presentations
-
Charges
Broker
-
Popular Forms
Change Of Address Request Form
Declaration Of Health Form
Fund Switch Form
Direct Debit Mandate
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
pensions
-
Interactive PDFs
Individual Applications
- Personal Retirement Plan Application
- 303790 Online Declaration Form Personal Retirement Plan Interactive
- Executive Retirement Plan Application.
- 303789 Online Declaration Form Executive Retirement Plan Interactive
- ARF AMRF Application
- Retirement Bond Application
- 300921 Individual AVC PRSA Application Interactive
- 301593 Employee PRSA Application Interactive
- 301592 Employer PRSA Application Interactive
- 300925 Pension Annuity Application Interactive
- 300758 Individual PRSA Application Interactive
- Data Capture Online Personal Retirement Plan Interactive
- Data Capture Online Executive Retirement Plan Interactive
Group Applications
- 300119 Group Retirement Plan Employer Application Interactive
- 301543 Group PRB Application Interactive
- 301658 Group Retirement Employee Application Full Fund (Pension Only) Interactive
- 300120 Group AVC Employee Application Interactive
- Group Retirement Plan Application Pension Only (Investment Choice)
- Pension & Risk Teleinterview Employee Application Investment Choice
- Group Retirement Employee Application (Pension & Risk) Interactive
- Risk Only Tele-interview Employee Application (50+ schemes only)
- Group Death in Service & Disability Employer Application
- Risk Only Employee Application
- 301544 Group Annuity Application Interactive
Other Forms
- 303219 Group Retirement Investment Choice Switch Form Interactive
- 301685 Group Retirement Investment Options Full Fund Switch Form Interactive
- 300813 PRSA Employer Information & Contract Interactive
- 230029 DD Mandate Interactive
- 301998 Appendix C Non Standard PRSA Interactive
- 303260 AML Questionnaire for Personal Customers Interactive
- 303399 Fund Switch and Redirection Form Interactive
- 303272 AML Questionnaire for Non Personal Customers Interactive
- 303093 Group AVC Letter of Wishes Interactive
- 303082 Policy Document Replacement Form Interactive
- 302462 PRB Claim Form Interactive
- 302528 Group DC Claim Form Interactive
- 302558 PP and PRSA Claim Form Interactive
- 302437 Executive Claim Form Interactive
- 302474 AVC_ AVC PRSA Claim Form Interactive
- 303945 Sentinel II Fund Pension Top-Up Form Interactive
- 303946 Sentinel II Fund SP Executive Pension Top_Up Form Interactive
- Group Pensions Declaration of Health
- Group Pensions Statement of Health
- Standard Letter of Exchange Interactive
-
Personal Pensions
Application Forms
Application process
-
PRSAs
Application Forms
Application Process
-
Executive Pensions
Application Forms
- Online Declaration Form Executive Retirement Plan
- Executive Retirement Plan Application.
- Trustee Investment Plan Application
- Executive Pension-Transfer Form
- AML Questionnaire
- Non Standard Letter of Exchange (GIT Trustees)
- Direct Debit Mandate
- Executive Retirement Plan Top-Up Form Interactive
- Data Capture Online Executive Retirement Plan Interactive
Application Process
-
AVCs
Application Forms
Application Process
-
PRBs
Application Forms
Application Process
-
Group Pensions
COVID-19 Impact on Corporate 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
- Group Retirement Plan Application Pension Only (Investment Choice)
- Risk Only Tele-interview Employee Application (50+ schemes only)
- Group Retirement Employee Application (Pension & Risk) Interactive
- Pension & Risk Teleinterview Employee Application Investment Choice
- Group Retirement Plan Letter of Wishes Interactive
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 employer application
Group prsa member application
Public sector avcs broker
Public sector avcs member brochures & flyers
Public sector avcs member forms
Group Pension Quarterly Reports
-
IRIS Lifestyle Strategies
-
Retirement (ARF AMRF Annuity)
Application Forms
Application Process
-
Pension Schemes Online (PSOL)
-
Public Sector AVCs
Brochures / Booklets
-
Technical Times and Pensions Manual
Technical Times
- Technical Times - In Focus
- 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 April 2015
- Technical Times July 2015
Pensions Technical Manual
Income Tax Ready Reckoner
-
Charges
Broker
-
Popular Forms & Downloads
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
Original Policy Document Replacement Form
Regular Premium Withdrawal Form
Single Premium Withdrawal Form
CPD Events Listing
Product Oversight & Governance Arrangements
Funds Matrix