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Essentials for Pensions Season

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As pension season is the busiest time of year for us all, here is everything you’ll need to ensure a stress-free life for you and your clients.

Top up forms

Bank details and cut off dates

Tax saving opportunities

Sales aids

Pension Season TechTalks

A guide to Revenue.ie

Application forms

How does a pension work?

Get the code to embed this video on your own site
<iframe src='https://www.youtube.com/embed/qB-uoQAQhgs?rel=0&cc_load_policy=1' width='560' height='315' scrolling='no' frameborder='0' allowfullscreen></iframe><p>This Pensions video was provided by <a href="https://www.zurich.ie/pensions-retirement/how-does-a-pension-work/">Zurich Life Pensions</a></p>
Get the code to embed this calculator on your own site
<iframe src="https://www.zurich.ie/pensions-retirement/calculators/pension-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>Protect your financial future with this <a href="https://www.zurich.ie/pensions-retirement/calculators/pension-calculator/">Pension & Retirement Calculator from Zurich</a></p>
Get the code to embed this calculator on your own site
<iframe src="https://www.zurich.ie/pensions-retirement/calculators/tax-relief-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>Calculate the amount of Tax Relief you are entitled to with this <a href="https://www.zurich.ie/pensions-retirement/calculators/tax-relief-calculator/">Calculator courtesy of Zurich Life</a></p>
Get the code to embed this calculator on your own site
<iframe src="https://www.zurich.ie/pensions-retirement/preparing-for-retirement/annuity-or-arf/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>Help decide which suits you you best with this <a href="https://www.zurich.ie/pensions-retirement/preparing-for-retirement/annuity-or-arf/">ARF or Annuity tool courtesy of Zurich Life</a></p>
Get the code to embed this calculator on your own site
<iframe src="https://www.zurich.ie/pensions-retirement/calculators/pension-contribution-calculator/?popup=true" height="800px" width="100%" frameborder="0" marginwidth="0" marginheight="0" scrolling="yes" allowfullscreen="allowfullscreen"</iframe><p>This Pensions Contribution Calculator was provided courtesy of <a href="https://www.zurich.ie/pensions-retirement/calculators/pension-contribution-calculator">Zurich Life</a></p>

Zurich recently carried out research to gain insights into peoples’ attitudes and expectations when it comes to pension savings. The research also revealed people’s understanding and knowledge of how pensions work and highlighted levels of engagement with financial advisors too.

We have created 5 animated gifs that highlight key results from the survey. To download any of these gifs, simply click on the links to open the gifs and then click on the three small dots beside the 'volume' slider and choose the 'download' option