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©2018 Gerard Sheehy

Gerard Sheehy is Regulated by the Central Bank of Ireland


Warning: the value of your investment may go down as well as up. These products may be affected by changes in currenct exchange rates

An information pack will be posted to you

A name, email and postal address are required

Specify the PRSA or Pension product you want information on in the Subject/Message section. List below...

Employers : Specify a Letter of Appointment in the subject box if you want to appoint Zurich Life as a PRSA Provider to your company.

By submitting this request you are confirming that you have read and agreed to the Terms of Business as detailed on this website and that the information relates to a Zurich Life product

When you've done that, have a look below at the other value products we have available

Republic of Ireland

Products Available Through This Website

Standard PRSA and Non-Standard PRSA
AVC PRSA
Pension Retirement Bond
Zurich Trustee Services - Executive / Directors Pension
Approved Retirement Fund - ARF
Personal Pension - RAC

Other Products and Services

Liquid

Investment Bond

Invest €10,000 or more

101% Allocation

0.65% or 0.75% Annual Management Charge

No entry or exit charges on 0.75% Option

Up to 30 Funds to choose from

There is no additional broker fee

Online access to your investment account

Savings and Investment

Invest a minimum of €5,000 and Save a minimum of €100 per month

101% of your Investment and Saving amounts are allocated to your plan, for its duration

There are no exit or entry charges

There is no additional broker fee

Online access to your account


You can choose from up to 30 Investment Funds with an Annual Management Charge of 1%

Liquid
Liquid

Pension Annuity

Buying Certainty

As you approach retirement age, one of your retirement options may be to purchase an annuity. This is initiated by the pension company that have been managing your pension fund/s.


You will be offered an annuity rate from this company and also be made aware that you are free to purchase your annuity elsewhere.

This option is referred to as an 'Open Market Option'. This means that you can move your retirement fund to the company that will offer you the best annuity rate available in the open market.

This type of Annuity is also referred to as a 'Compulsory Purchase Annuity' ie where the money being used to purchase the annuity/pension is coming from a pension fund.

You may use this site if you have an occupational pension scheme and are forced to buy an annuity with the remaining fund; after you take your tax-fee-cash


You can also use the site to bring your Guaranteed Income (for life) up to the €12,700 threshold so that you can access your Approved Retirement Fund (ARF)