Unit Linked Personal Pension Plan

Whether you’re looking to set aside a little for your retirement, or you want to contribute more and maximise retirement saving tax-efficiency, we have the pension plan that suits your needs.

Our Unit Linked Regular Premium Personal Pension Plan: IVApension

IVApension provides you with a tax-efficient and effective way of accumulating retirement savings which would eventually be converted into a partial lump sum retirement benefit as well as a pension drawdown benefit.

Benefit from a tax credit of 25% on up to €3,000 of your savings allocated to the Pension Sub-Account each year. These may be claimed against income tax chargeable during the year, subject to regulations.

Premiums start at a minimum of €25 per month or multiples thereof in case of quarterly, semi-annually or annual payments. Premium add-ons can be added at any time so as to boost your retirement savings. Maximise tax benefits by saving for your retirement through our Pension Sub-Account while directing excess funds into our Access Sub-Account – All under one plan, ensuring maximum tax-efficiency and greater flexibility.

Investment strategies with different aims based on your investment preferences, including flexibility to switch between strategies at any point in time. Or opt for our LifeSteps Option if you want to benefit from market opportunities whilst protecting your savings from sudden dips as you get closer to retirement.

Invest with a pension that puts you in control of your future: Set it up in minutes and contribute your way.

Do you need help with Retirement Planning? Why not get in touch with us and one of our representatives will be happy to answer any queries you may have.
IVApension Documentation