Please specify your preferred option on the Request Information page
In addition to a Standard or Non-Standard PRSA the following products are also available through this site,and are underwritten by Zurich Life
Master Trust Executive Pension
This is a defined contribution plan, where contributions from yourself (employee) and your company (employer) are invested so as to provide you with a fund at retirement
Your pension will depend on the contributions made, the returns achieved, your salary, the length of service with the company, and the cost of the “pension” at retirement
100% Allocation and 0.75% AMC
Pension Retirement Bond
……….also referred to as a Buy-out-Bond or Pension Transfer Plan
This is a single contribution, retirement investment product designed for those leaving employment or moving from one employer to another.
Your existing pension entitlement is transferred into a bond in your own name. This gives you control in managing your benefits and makes you independent of your former employer. You should satisfy yourself that the product is appropriate to your individual circumstances.
Your Bond will provide you with a pension fund at retirement. On retirement, this fund is used to purchase your retirement benefits, which include a tax-free lump sum, a pension, dependent’s benefits, or a combination of these.
0.75% Annual Management Charge on 30 Matrix Funds
There are 20 Funds to choose from on a Standard PRSA at 1%
For other pension products, there are 30 Funds available with an Annual Management Charge of 1%.
External fund managers carry a higher management charge and protected funds are only available for once-off pension contributions