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

  Other Forms

  • Direct Debit Mandate
  • 303260 AML Questionnaire for Personal Customers Interactive
  • 303272 AML Questionnaire for Non Personal Customers Interactive
  • 303004 Flexible Trust Form Joint Life Interactive
  • Group Death in Service Letter of Wishes
  • 303082 Policy Document Replacement Form Interactive

• Mortgage Protection

  Application Forms

  • 301611 Online Data Capture Form Interactive
  • 301610 Online Declaration Form Interactive
  • Flexible Trust Form - Joint Life
  • Direct Debit Mandate
  • Life Choice Policy Change Request Form
  • Declaration of Health
  • AML Questionnaire

  Application Process

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

  Brochures / Booklets

  • Life Choice- Convertible Mortgage Protection Customer Flyer
  • Mortgage Protection Policy Conditions
  • Life Choice Financial Protection Overview (Summary)
  • Life Choice - Convertible Mortgage Protection Explained
  • Life Choice Comprehensive Financial Protection
  • Claims Statistics 2019
  • New Ireland's Protection Tips

• Term Assurance

  Application Forms

  • 301611 Online Data Capture Form Interactive
  • 301610 Online Declaration Form Interactive
  • Flexible Trust Form - Joint Life
  • Life Choice Policy Change Request Form
  • Direct Debit Mandate
  • AML Questionnaire for Non Personal Customers
  • Declaration of Health
  • AML Questionnaire

  Application Process

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

  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

  • 301611 Online Data Capture Form Interactive
  • 301610 Online Declaration Form Interactive
  • Declaration of Health
  • Direct Debit Mandate
  • AML Questionnaire for Non Personal Customers
  • AML Questionnaire

  Application Process

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

  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

  Important Documents

  • Horizon Online Data Capture
  • Horizon Online Declaration
  • Horizon Term Cover Key Features
  • Horizon Term Cover 75 Plus Key Features
  • Horizon Term Cover Brochure
  • Horizon Term Cover 75 Plus Brochure
  • Reviewable Protection Policy Change/ Surrender Request

• 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

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

  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

  Claim Forms

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

• Income on Death

  Application Forms

  • 301611 Online Data Capture Form Interactive
  • 301610 Online Declaration Form Interactive
  • Direct Debit Mandate
  • Declaration of Health

  Brochures / Flyers

  • Income on Death Brochure
  • Income on Death FAQ Flyer

• Specified Illness

  Application Forms

  • 301611 Online Data Capture Form Interactive
  • 301610 Online Declaration Form Interactive
  • Life Choice Policy Change Request Form
  • Declaration of Health
  • AML Questionnaire for Non Personal Customers
  • AML Questionnaire

  Application Process

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

  Brochures / Flyers

  • Specified Illness Definitions
  • Life Choice Comprehensive Financial Protection
  • Claims Statistics 2019
  • Listing of Specified Illnesses
  • New Ireland's Protection Tips

• Pension Term Assurance

  Application Forms

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

  Application Process

  • Personal Pension Term Assurance Important Information
  • Personal Pension Term Assurance Key Features
  • Executive Pension Term Assurance Key Features
  • 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
  • New Ireland's Protection Tips

• Group Risk

  Application Forms

  • Group Death in Service & Disability Employer Application
  • Voluntary Group Life & IP Sponsor Application
  • Group Risk Declaration of Health
  • Group Retirement Plan Teleinterview EE Application (Risk Only)
  • 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
  • New Ireland's Protection Tips

• Underwriting Documents

  Online data capture medical conditions document

  • Online Data Capture Medical Conditions Document

  Hobby questionnaires

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

  Declaration of health form

  • Declaration of Health
  • Group Pensions Declaration of Health
  • Group Pensions Statement of Health

  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

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

  • 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

  Other useful documents

  • Nurse Medical Screening Explained
  • New Ireland's Online Drilldown Tool
  • 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
  • Total & Permanent Disability
  • Waiver of Premium

• Charges

  Broker

  • Protection Pricing

• Popular Forms

  Change Of Address Request Form

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

  Declaration of Health Form

  • Declaration of Health

  Direct Debit Mandate

  • Direct Debit Mandate

  Fund Switch Form

  • Fund Switch & Redirection Form

  Original Policy Document Replacement Form

  • Original 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

  Trust Declaration of a Controlling Person

  • Trust Declaration of a Controlling Person

  CPD Events Listing

  • CPD Events Listing 2020

  Product Oversight & Governance Arrangements

  • Product Oversight & Governance Arrangements

investments

• ESG Hub

  ESG Educational

  • M&G Introduction to ESG Oct 20
  • Schroders 50 terms for sustainable investors

  ESG Explained

  • BNY Mellon Explaining ESG Nov 2020
  • LGIM ESG Easy as 1 2 3
  • Schroders - Sustainable Investing
  • Schroders Making sense of ESG (brochure)

  ESG Research

  • LGIM ESG Member Research Report

  ESG Thought Leadership

  • Schroders Why company culture matters - and how you track it? Dec 2020
  • KBIGI 7 trends for the next decade
  • M&G Why Companies Need a Purpose March 2020

  ESG & Our Fund Range

  • KBIGI ESG Credentials Nov 2020
  • KBIGI 5 reasons to invest in Water
  • Goodbody AM Integration of ESG 2020
  • KBIGI Alternative Energy Fund - reasons to invest (NOV 2020)
  • KBI Global Investors Commitment to ESG
  • ESG in New Ireland's SSGA Passive Funds (Dec 2020)

• 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

  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

  Forms

  • Sentinel II Fund Switch Form
  • Sentinel II Fund Investment Top-Up Form
  • Sentinel II Fund Pension Top-Up Form

• Sentinel Fund (closed to new business)

  Fund Material

  • Sentinel Fund brochure
  • Sentinel Fund flyer
  • Sentinel Fund FAQ
  • Sentinel Fund - A Protected Fund with a Difference flyer
  • Sentinel Flyer (short)

  Fund Specific Forms

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

  COVID-19

  • COVID-19 Sentinel Fund Update

• Investment Proposition

  Proposition Flyer

  • New Ireland's Investment Proposition

• iFunds & iFunds Alpha

  Application Forms

  • Smart Funds Application

  Application process

  • Terms of Business

  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

  • iFunds quarterly report Q3 2020
  • iFunds Quarterly Report Q2 2020

  COVID-19

  • iFunds COVID 19 Update April 2020

• 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
  • PRIME Funds – Why Recommend
  • Fund Matrix (ATR Risk Categories)

  Quarterly Reports

  • PRIME Quarterly Report Q3 2020
  • PRIME Funds Q2 2020 Report
  • SSGA PRIME Update 30 Nov

  COVID-19

  • PRIME Asset Allocation Changes & Performance Update

• Smart Funds

  Application Forms

  • Smart Funds Application
  • Confirmation of Source of Funds and Wealth
  • 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

  Application Process

  • Terms of Business
  • Declaration of receipt of Disclosure Information
  • Trust Declaration of a Controlling Person

  Brochures / Flyers

  • Smart Funds Brochure
  • Smart Funds Key Features
  • SmartFunds Policy Conditions
  • Fund Matrix (ATR Risk Categories)
  • Smart Funds & Company Investments
  • Unique Death Benefit Flyer
  • Investing & Risk

  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

  • Future Save Application
  • CRS & FATCA Self Certification
  • CRS Entity/Organisation Self Certification Form
  • FATCA Entity Questionnaire
  • Direct Debit Mandate
  • Declaration of Beneficial Ownership

  Application process

  • Declaration of receipt of Disclosure Information
  • Trust Declaration of a Controlling Person

  Brochures / Flyers

  • FutureSave Brochure
  • FutureSave Key Features
  • Future Save Policy Conditions
  • Fund Matrix (ATR Risk Categories)
  • Declaration of Bare Trust
  • Guide to Setting up a Bare Trust
  • Bare Trusts FAQ
  • Investing & Risk
  • FutureSave Flyer

• BNY Mellon

  Newton GRRF

  • Global Real Return Fund Flyer
  • Fund Matrix (ATR Risk Categories)
  • BNY Mellon’s Fund Flyer
  • GRRF Webinar NI Slides - Final

  Insight ARB

  • Absolute Return Bond Fund

  Insight IBOF

  • Insight Broad Opportunities Fund

• Property

  Property Fund

  • Property Fund Flyer
  • SSGA Property Fund Slide Deck Oct 2020
  • Property Fund Update (customer) September 2020
  • Property Fund FAQ for Advisors (Nov 2020)
  • SSGA Property Fund Update Sept 2020
  • Fund Matrix (ATR Risk Categories)

• 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)

• Merrion Investment Managers

  Brochures / Flyers

  • Merrion Absolute Return Fund Brochure
  • Merrion Absolute Return Fund Brochure

• 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
  • Japanese Equity Indexed Fund
  • North American Equity Indexed Fund
  • Technology Indexed Fund
  • UK Equity Indexed Fund

• Fund Centre Support Material

  Useful Material

  • Fund Centre Reporting User Guide

• iPort

  User guides / Questionnaires

  • iPort User Guide 2017
  • Retirement Risk Questionnaire
  • iPort Risk Questionnaire

  Ifunds Material

  • iFunds brochure
  • iFunds 3
  • iFunds 3 Alpha
  • iFunds 4
  • iFunds 4 Alpha
  • iFunds 5
  • iFunds Equities
  • iFunds at a glance Flyer

  Presentations

  • New Ireland launch iPort
  • The iFunds range

• Charges

  Broker

  • Investments Pricing

• Popular Forms

  Change Of Address Request Form

  • Change of Address Request Form
  • Residency
  • Proof of Identity and Address Guide
  • Sentinel Fund Switch Form

  Declaration Of Health Form

  • Declaration of Health

  Fund Switch Form

  • Fund Switch & Redirection Form
  • Sentinel Fund Switch Form

  Direct Debit Mandate

  • Direct Debit Mandate

  Investment Top Up Form

  • Investment Top-Up Form
  • Sentinel Fund Personal Pension Top-up Form
  • Sentinel Fund Investment Top Up Form

  Original Policy Document Replacement Form

  • Original Policy Document Replacement Form

  Regular Premium Withdrawal Form

  • Withdrawal Form

  Single Premium Withdrawal Form

  • Single Premium Encashment Form

  Trust Declaration of a Controlling Person

  • Trust Declaration of a Controlling Person

  CPD Events Listing

  • CPD Events Listing 2020

  Product Oversight & Governance Arrangements

  • Product Oversight & Governance Arrangements

  Fund Matrix

  • Fund Matrix (ATR Risk Categories)

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)
  • 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

  • Online Declaration Form Personal Retirement Plan
  • Personal Retirement Plan Application
  • AML Questionnaire
  • Direct Debit Mandate
  • Change of Address Request Form
  • Personal Pension Top-Up Form Interactive
  • Data Capture Online Personal Retirement Plan Interactive

  Application process

  • Key Features
  • Terms of Business
  • Personal Retirement Plan Important Information

  Brochures / Booklets

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

• PRSAs

  Application Forms

  • Individual PRSA Application
  • Individual AVC PRSA Application
  • Direct Debit Mandate
  • AML Questionnaire
  • Group PRSA Employer Application
  • Individual PRSA & AVC PRSA Top-Up Form Interactive
  • Employee PRSA Application

  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
  • Group PRSA versus Defined Contribution Comparison
  • CPC Appendix B (ALL PRSAs)
  • CPC Appendix C (Non Standard PRSAs)
  • PRSA Employer Information and Contract (Section 121)

• 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

  • Terms of Business
  • Executive Retirement Plan Key Features
  • Trustee Investment Plan Key Features
  • Standard Letter of Exchange Interactive

  Brochures / booklets

  • Executive Retirement Plan Brochure
  • Executive Retirement Plan Policy Conditions (RP)
  • Executive Retirement Plan Policy Conditions (SP)
  • Trustee Training Guide
  • Executive Pension Member Booklet

• AVCs

  Application Forms

  • Individual AVC PRSA Application
  • Group AVC Retirement Plan Employer Application
  • Group AVC Employee 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

  Application Forms

  • Retirement Bond Application
  • Group PRB Application

  Application Process

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

  Brochures / booklets

  • Personal Retirement Bond Brochure
  • Retirement Bond Policy Conditions
  • Unique Death Benefit Flyer

• Group Pensions

  COVID-19 Impact on Corporate Pensions

  • COVID-19 Impact on Corporate Pensions

  Group defined contribution schemes broker

  • Group PRSA versus Defined Contribution Comparison
  • Providing Benefits for Employees Flyer
  • Company PRSA Employee Booklet
  • Group Retirement Plan Rules

  Group defined contribution schemes employer brochures & flyers

  • Standard Suite Changes Member Flyer
  • Standard Suite Changes Broker Reminder Flyer
  • Key Features Group Retirement Plan
  • Internal Dispute Resolution Procedures
  • Introduction to Investment Choice for Employers and Trustees
  • Employers Guide to Group Retirement Plan

  Group defined contribution schemes employer applications

  • Group Retirement Plan Employer Application
  • Group Death in Service & Disability 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
  • 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 Retirement Plan Teleinterview EE Application (Risk Only)

  Group defined contribution schemes member booklets

  • Investment Choice Member Guide
  • Group Pension 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

  Group prsa employer brochure

  • Section 121
  • Employer's Guide to Group PRSAs

  Group prsa employer application

  • Group PRSA Employer Application

  Group prsa member application

  • Employee PRSA Application

  Public sector avcs broker

  • Public Sector AVC Key Features

  Public sector avcs member brochures & flyers

  • Additional Life Cover- AVCs Flyer
  • AVC Top Up Flyer

  Public sector avcs member forms

  • Public Sector Group AVC Letter of Wishes
  • Payroll Deduction AVC Life Cover Plan Change Request Form

• IRIS Lifestyle Strategies

  Customer brochures

  • SSGA Passive IRIS March 2020
  • Passive IRIS Lifestyle Invesment Strategy Brochure
  • IRIS Lifestyle Investment Strategy Brochure

  Customer flyers

  • IRIS Customer Flyer
  • Passive IRIS Customer Flyer

  Webinars

  • IRIS Class Is Permanent 2020

• Retirement (ARF AMRF Annuity)

  Application Forms

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

  Application Process

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

  Brochures / Booklets

  • Retirement Options Brochure
  • ARF AMRF Customer Brochure
  • ARF Policy Conditions
  • AMRF Policy Conditions
  • Compulsory Purchase Annuity Policy Conditions
  • Unique Death Benefit Flyer

• 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

• Public Sector AVCs

  Brochures / Booklets

  • Letter of Wishes

• 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

  • Pensions Technical Manual

  Income Tax Ready Reckoner

  • Income Tax Ready Reckoner

• Charges

  Broker

  • Pensions Pricing

• Popular Forms & Downloads

  Change Of Address Request Form

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

  Original Policy Document Replacement Form

  • Original Policy Document Replacement Form

  Regular Premium Withdrawal Form

  • Withdrawal Form

  Single Premium Withdrawal Form

  • Single Premium Encashment Form

  CPD Events Listing

  • CPD Events Listing 2020

  Product Oversight & Governance Arrangements

  • Product Oversight & Governance Arrangements

  Funds Matrix

  • Fund Matrix (ATR Risk Categories)