MYADVISER – PENSION LUMP SUM & TRANSFER - SPECIAL OFFER 2016
During MyAdviser's day to day advice (see later for Advice Special Offer) and market search work, we come across providers and fund choices that stand ahead of the pack in terms of low cost or past performance or both. If you have any questions - 01-90 10 464 (Dublin) or 021-601 0750 (Cork).
We normally have these offers on our web site, but MyAdviser is now focused on advisory and wealth management services. These offers are no longer part of our regular service. That said, to thank the loyalty of our existing “execution only” clients we are making these offers directly. We will do this for the foreseeable future. These offers proved popular last year, so we would ask that you make your pension investment decisions sooner rather than later, as we cannot guarantee to execute these deals on the actual deadline day.
HERE IS WHAT YOU NEED TO DO
DATES TO REMEMBER!
If you file via paper form than you have to inform your local Revenue Office by 31st Oct 2016 – we recommend emailing or dropping it in directly so that you have a record that you made the pension top-up before the deadline. If you file via ROS (Revenue Online Service), then you have until 10th November 2016.
We know that life is busy but please try to get this sorted sooner rather than later – there is not much we can do the afternoon of the deadline. We appreciate the effort and the business.
We normally have these offers on our web site, but MyAdviser is now focused on advisory and wealth management services. These offers are no longer part of our regular service. That said, to thank the loyalty of our existing “execution only” clients we are making these offers directly. We will do this for the foreseeable future. These offers proved popular last year, so we would ask that you make your pension investment decisions sooner rather than later, as we cannot guarantee to execute these deals on the actual deadline day.
HERE IS WHAT YOU NEED TO DO
- Identify how much you will be contributing or transferring. If the transfer amount is in excess of €100,000 then contact us directly, and we can negotiate larger discounts and can cut the annual management charges. This quote will be free of charge.
- Select the provider you want – see options below. If your provider is not shown and you want to stay with them, then contact us and we will get you their terms for 2016.
- The tables below will show the bonus available to you. As usual there is no trick with these terms, your capital will increase by the allocation shown - for example if it shows 102% then you get an extra 2% on every Euro you invest from day one.
- Email MyAdviser – info@myadviser.ie or call 01-90 10 464 and let us know your selection. Just reply to the email with this notice and that will get to us as well. We will sort out the rest and it will be easily done via email.
DATES TO REMEMBER!
If you file via paper form than you have to inform your local Revenue Office by 31st Oct 2016 – we recommend emailing or dropping it in directly so that you have a record that you made the pension top-up before the deadline. If you file via ROS (Revenue Online Service), then you have until 10th November 2016.
We know that life is busy but please try to get this sorted sooner rather than later – there is not much we can do the afternoon of the deadline. We appreciate the effort and the business.