Contacting us during pension season
We understand how important service is to you and your clients, particularly at this time of year.
We are committed to supporting you and the delivery of advice to your clients and to make it as easy as possible to work together this pension season.
Based on your feedback and input, we’ve put together a package of practical supports to help you navigate this busy time of the year.
As always, your account manager and sales support team are available to answer your queries and support you over the coming weeks and months.
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Contact details
You told us you were unsure at times who to contact and for what types of queries. We’ve centralised contact details for our servicing teams to support you and your submission of client requests.
How to make a payment
We know that having convenient access to the relevant details in order to make payments by EFT and improve your client’s experience is important.
We’ve outlined this in the attached guide.
Pension processes and requirements
You told us that it can be difficult to determine the requirements for different transactions and requests when it comes to pensions. Our A-to-Z guide brings together the requirements across transactions and products into one central guide.
From new business to policy alterations to retirement claims and more, it’s a one stop shop for all your pension processes.
Clarity around pension transfers
Clarity of requirements for transfers into new and existing Irish Life pension policies from the outset is something that can make a big difference to you and your clients.
Our Pension Transfer Pathfinder is available to support you and will reflect the requirements needed for all transfers.
Top queries and their solutions
Your feedback said it would be useful to have a "frequently asked questions" space in relation to the requests and queries we receive most often. Based on our shared experiences of previous pension seasons, we've consolidated these questions into one, easy to access location.
We'll continue to update this space over the coming weeks.
Did you know?
Single Premium top ups can now be self-serviced using your MyBiz account for existing Complete Solutions contracts. Click on the link to find out more
Your Number 1 support package
To support engagement with your pension clients over the coming weeks, we have a wide range of supports and solutions, across all areas of pension provision, to meet your and your customers' needs.