Personal pensions

Personal pensions don't just offer favourable tax reliefs.

With a range of options to suit all risk appetites, you can offer your clients control over how their funds are invested. They can also provide a potential solution to inheritance tax planning for your clients and their families.

A personal pension from Irish Life can provide a great opportunity for your clients to achieve their retirement goals.

Here you'll find all your Irish Life personal pension support documents.

Personal pensions from Irish Life

Documents and forms

Application forms

Personal pension application and top-up forms plus PEP/RCA forms and DD mandate

Booklets and sales supports

Product booklets and supports to use with your clients

Terms & conditions

for Irish Life's personal pension products.

Personal pension retirement claims

Personal pension retirement claim requirements