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Lifetime PRSAs

Publications

This document should provide some clarity to frequently asked questions regarding the recent financial bill proposing that Section 787K of Principal Taxes Consolidation Act would be amended. 

Download our Lifetime PRSAs Q&A document below:

Lifetime PRSAs - Q&A - Feb '24

How we can help

Transfers from occupational pension schemes to a PRSA require a certificate of comparison and written statement before they can be implemented.

Accurate projection of retirement benefits is an important disclosure requirement under PRSA and occupational pension scheme legislation. 

The process of obtaining approval as a PRSA provider is challenging and intensive.

We currently act as PRSA actuarial consultants to 8 PRSA providers. As a result, we have significant experience of conducting compliance reviews for PRSA business.