Do you have a PRSA / Personal Pension?
PRSAs (Personal Retirement Savings Accounts) and Personal Pensions (also known as Retirement Annuity Contracts) are pension savings accounts, normally paid for by personal contributions. In some circumstances, employers may also contribute into an individuals PRSA. These arrangements provide a tax-free lump sum, within certain limits, and a pension or other benefits at retirement. They are individual defined contribution pension arrangements.
PRSAs and Personal Pensions can be obtained directly from financial services companies such as life assurance companies and through financial advisers.
The value of the ultimate benefits payable depends on the amount of contributions paid, the investment return achieved less any fees and charges, and the cost of buying the benefits.
PRSAs and Personal Pensions can be obtained directly from financial services companies such as life assurance companies and through financial advisers.
The value of the ultimate benefits payable depends on the amount of contributions paid, the investment return achieved less any fees and charges, and the cost of buying the benefits.
Complete and return the Letter of Authority and allow us to do the heavy lifting for you.
1) Your signed Letter of Authority will allow us to liase with the relevant employer/s and underwriters (pension provider) on your behalf.
2 )We will obtain the information needed about your entitlements and present it to you in format that is understandable and jargon-free.
3) One of our team of Retirement Advisors will then talk you through your options and the process involved in settling your claim.
1) Your signed Letter of Authority will allow us to liase with the relevant employer/s and underwriters (pension provider) on your behalf.
2 )We will obtain the information needed about your entitlements and present it to you in format that is understandable and jargon-free.
3) One of our team of Retirement Advisors will then talk you through your options and the process involved in settling your claim.
To get started, download the following Letter of Authority.
Submit it along with your details in the Contact Form below and we will be in touch.
Submit it along with your details in the Contact Form below and we will be in touch.
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