Synergy Personal Pension

Target market

This product is suitable for clients who:

  • Are prepared to invest for the long term
  • Want the potential for long term captial growth
  • Don't need access to their investment until retirement
  • Want a range of investment options
 

In brief

  • Save €175 or more each month
  • Top up with €2,000 or more
  • Flexible pension contributions
 

Investment options

Your clients can invest in:

 

Document downloads

Adviser Top up checklist

 

Flexible pricing terms - Synergy EP and PP

 

Product guide

 

Key features document

 

Anti-money laundering requirements

 

Policy Provisions

 

Investment options guide

 

Self-Directed Options guide

 

Application form

 

SEPA direct debit mandate

 

Helping women save for retirement – customer guide

 

Adviser product Summary guide

 

Information on top ups to Synergy policies pre 1/9/14

 

Fund switch form

 

Your guide to retirement options (PP and PRSA)

 

Retirement instruction form (PP and PRSA)

 

Stocktrade requirements to open an account