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Synergy portfolio approved retirement funds (ARFs)


The Synergy portfolio ARF is a retirement contract in which your clients
can invest all or part of their pension fund as a lump sum.

The major benefit of approved retirement funds are that they can be used to
provide retirement income. and, in the event of death, the value of your
clients' investment will pass to their estate.


Below is a snapshot of the key features and main documents related to
this product.






Key features

  • Invest €10,000 or more
  • Top up with €5,000 or more
  • 100% allocation if you’re aged between 18 and 70
  • Extra 1% allocation on investments of €100,000 or more
  • Early encashement charges do not apply

    • See Key features document for more information

    The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not a qualified adviser, please go to www.standardlife.ie for information about our products and services.

    Important Legal Notice.
    This site features Irish products provided for residents of the Republic of Ireland by Standard Life Assurance Limited and other subsidiaries of Standard Life plc.
    Standard Life Assurance Limited is registered in Ireland (905495) at 90 St Stephen's Green, Dublin 2 and Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH.
    Standard Life Assurance Limited is authorised and regulated by the Financial Services Authority in the UK and is regulated by the Central Bank of Ireland for conduct of business rules.
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