Checklists and guides

Trustee & Employer Checklists: On-the-spot fines

This checklist will help you to ensure that you do not contravene any of the specified provisions subject to the fines regime.

Trustee & Employer Checklists: On-the-spot fines

How does my pension scheme work?

This guide gives an overview of occupational pension schemes, how they work and the information that must be given to scheme members.

How does my pension scheme work?

What are my pension options?

This guide provides information on the types of pension plans you can use to save for retirement, i.e. occupational pensions, personal pensions and PRSAs. There is also some general information on State pensions.

What are my pension options?

PRSAs – A consumer and employers' guide

This guide shows you how to approach, search, apply for, and monitor your Personal Retirement Savings Account (PRSA). It also describes employer's legal obligations with regard to PRSAs.

PRSAs - A consumer and employers' guide

Women and pensions checklist

This checklist describes the ways in which women can improve financial security for themselves and their dependants in retirement. It addresses issues of particular interest to women such as maternity leave, part-time working and breaks in employment.

Women and pensions checklist

Pensions on separation and divorce checklist

This checklist highlights the main aspects involved in allocating pensions in separation and divorce through PAOs. 

Pensions on separation and divorce checklist

A brief guide to the pension provisions of the Family Law Acts

This guide provides information to a person who is seeking, or has obtained, a pension adjustment order following a divorce or judicial separation. 

A brief guide to the pension provisions of the Family Law Acts

Investment risk, fees & charges checklist

This checklist outlines questions to ask about how investment risk, fees and charges can affect your pension.

Investment risk, fees and charges checklist

Pension charges checklist

This checklist outlines questions to ask about how charges can affect your pension.

Pension charges checklist

Purchase of Notional Service (PNS) and Additional Voluntary Contributions (AVCs)

This guide is designed to provide a summary of the options available to civil and public servants who are considering a 'top up' or enhancement to their pension and/or retirement savings.

PNS and AVCs

A brief guide to equal pension treatment

This guide provides guidance on the principle of equal pension treatment, discrimination and victimisation in relation to occupational pension schemes.

A brief guide to equal pension treatment

So you’re a pension scheme trustee

This guide gives concise guidance on trustees' duties and responsibilities and includes helpful definitions.

So you're a pension scheme trustee

Selecting member trustees

This guide provides explains why occupational pension schemes are set up as trusts, the role of trustees, eligibility to participate in their selection, the options for members and employers and the procedures involved.

Selecting member trustees