Welcome to Joseph G. Byrne & Sons

Phone:  01 288 1618
E-mail:   info@byrneactuary.com

Pensions

Certificate of Comparison and Written Statement

A Certificate of Comparison and Written Statement is required before a member of an occupational pension scheme can transfer their benefits to a PRSA.

A transfer from an occupational pension scheme to a PRSA is not allowed for members with 15 years or more of service in the scheme. This restriction does not apply to AVC only schemes.

A Certificate of Benefit Comparison is also not required in the following circumstances:

  • where the transfer value is less than €10,000, or
  • where the transfer represents a return of contributions, or the value of accrued benefits, to a member who has less than 2 years' service in the scheme and has no preserved benefits, or
  • where the scheme is being wound up.

If you would like discuss how we can help, please contact Shane Wall (086 777 3218), or request a call back.

Other services that may interest you:

Defined Contribution Consulting

Provider Evalustion and Procurement Consulting

Corporate Consulting

Risk Management

Closed DB Schemes - Managing Your Escape Route
Joe Byrne's presentation to the IAPF Trustee Network.
Budget 2013 Comment
Review of changes affecting pensions, and the extension of funding proposal deadline.
Funding Standard Re-introduced
New deadlines, risk reserve and sovereign annuities.