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Supporting Our Mutual Clients

Pension & Investment Communication

Member joining pension pack
As a financial advisor the service you provide your clients is of huge importance. That is why we aim to help you provide the best service possible. We offer the following services that are both beneficial to you and your clients.

Annual pension benefit statements
Each year we will issue a pension benefit statement for each member, giving details on their company pension plan, including a breakdown of all contributions paid and total charges deducted, as well as the current value. The statement also provides future projected values, giving members an idea of the type of retirement fund they can expect to accumulate by the time they retire.

Investment updates
We produce investment updates on a regular basis to help each member keep up to date with the performance of the pension fund they are invested in. The latest pension fund performance is updated on our website.

Services for group pension arrangements

Pension education
For most individuals understanding their pension can be quite difficult. To overcome this, a team of trained professionals are on hand to provide pension education and awareness. If required we can do a work-site presentation to members of a company pension scheme. After this presentation we can meet with any individual member to go through their retirement funding requirements.

Payroll download
To make it easier for employers to pay us contributions we have a payroll download system in operation. Downloading contributions from an employer's payroll system and submitting them to us electronically has proven to be the approach that is most efficient. We work with a number of payroll providers to help make this process run smoothly. Your account manager can provide you with a complete list of these providers.

Income protection claims
Our income protection claims service is a highly innovative service. Our programme includes a home visit service, spring back, career change, cancer rehab and mental health programmes. Our approach towards income protection claims focuses heavily on early intervention, claims management and back to work programmes.

Tools

We provide a number of tools to help you, employers and members keep up to date on the performance of a group pension scheme. See the resources & tools section for these tools.

Irish Life Assurance plc is regulated by the Central Bank of Ireland.

In the interest of customer service we may record and monitor calls. Irish Life Assurance plc, Registered in Ireland number 152576, Vat number 9F55923G.

Irish Life Assurance is part of the Irish Life and Permanent Group. Registered office is situated at Irish Life Centre, Lower Abbey Street, Dublin 1.

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