Pension Tools

Pension tools and information on your company pension

While you are a member of your company pension plan Irish Life provides you with all the information you need to keep you up to date with your pension plan and make the most of it. Irish Life Corporate Business offers many sources of pension information, online and offline, allowing you to continuously monitor your pension:

Member schedule and member guide

When you join your company pension plan you will be issued with a Member Guide and/or a Member Schedule. This is a personal schedule of your own pension details and those relating to your company plan. It also gives specific information on any death benefits or ill-health cover (if applicable to your pension plan). This is a very important document and should be kept in a safe place as you will need to refer to it in the future.

Annual Benefit Statement

This will be issued on an annual basis (or every six months if you are a PRSA customer – Personal Retirement Savings Account). Your pension benefit statement provides you with information on your individual pension fund, including a breakdown of your contributions paid and total charges deducted. The statement will also inform you of the current value of your pension fund. The benefit statement also shows future projected values, giving you an idea of the level of retirement fund you could expect.

Pension Planet Interactive – www.pensionplanetinteractive.ie

Pension Planet Interactive is an easy-to-use online tool that gives you access to your pension plan information. It can help you manage your retirement planning more effectively and efficiently. Once the trustees of your pension plan agree, you will be given access to Pension Planet Interactive. Then you can register online and receive access codes so that you can start using the web application.

Pension Planet Interactive gives you the following information:

  • key pension plan information
  • your account value
  • your transactions
  • your fund selection
  • fund price history
  • risk benefits (as applicable to your plan)
  • documents such as benefit statements and correspondence in the document library
  • retirement planning tools and information about investment choices

To access Pension Planet Interactive click here

Irish Life EMPOWER 

Irish Life EMPOWER is a simple app designed to help you plan for your retirement. It's your individual pension calculator on the go and lets you take control of your pension. This app will also help you to stay up to date with the progress of your pension and offers lots of useful information about your plan and investment details.

Irish Life EMPOWER is designed for policy holders of a Personal Retirement Savings Account (PRSA) and members of private sector Defined Contribution (DC) and Additional Voluntary Contribution  (AVC) schemes administered by Irish Life Corporate Business.

Pension Education: AIM work-site presentations

We have a team of qualified professionals (called the AIM team) who can come to your workplace and give a presentation on your company pension plan. They will focus on helping you understand how the pension plan works, how to most efficiently save for your retirement and what kind of pension you should expect at retirement.

They are also available to meet you personally to discuss aspects of your retirement saving. These one-to-one consultations usually take place after the presentations and are a great opportunity for you to talk to a trained industry professional about getting the most from your pension plan.

For any queries you can also contact your financial advisor.

Pension Fund Investment Updates

The investment centre in our website keeps you up to date how your pension funds have performed.

Click here to view the fund fact sheets