Supporting our mutual clients

As a financial advisor, the service you provide for your clients is of huge importance. That is why we aim to support you in providing the best service possible. We offer the following services that are beneficial to both you and your clients.

Pension and investment communication

Pension Joining Pack

When employees join the company pension scheme they will be issued with a member schedule and booklet. This gives details on the company pension scheme including contributions, death benefits and any ill-health cover that may apply.

Annual pension benefit statements

Each year, where we are the Registered Administrator of a scheme 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 trustees and members to keep up to date with the performance of the pension fund in which they are invested.

The latest pension fund performance is updated on our website.

Services for group pension arrangements

Pension education

For most people, understanding how their pension works can be difficult. To overcome this, Irish Life Corporate Business has a team of suitably qualified professionals who provide pension education and awareness to pension scheme members – the AIM team. If required, they can do a work-site presentation to members of company pension schemes. After the presentation, they can meet with members individually 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.

Income protection claims

We provide a highly innovative income protection claims service. Our programme includes a home visit service, back to work programmes, career change and rehabilitation programmes. Our approach towards income protection claims focuses heavily on early intervention, claims management and back to work programmes. For more details on any aspects of our income protections claims service, talk to your Irish Life Corporate Business Account Manager.

Administration Guides

We have developed guides to help clients with the administration steps of their Corporate Business pension plans.

Technical Support

  • We offer general Technical Support to trustees in relation to pension and industry related matters. 

Online Tools

We provide a wide range of resources and  tools to help you, employers and members keep up to date on the performance of a group pension scheme.

  • Pension Planet Interactive is our online tool that allows you get up to date information on a pension scheme, including pension contributions, values and fund information.
  • Our download centre includes all the application forms and brochures on every product we offer.