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Trustee pension information.

 

Trustee Information
 


The information provided on this page is to assist Trustees of pension schemes.

Click on the links below to download literature items in PDF format. If you are unable to access any of the PDF's linked below, please contact us.

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Revenue Documentation
 
pdf Revenue Manual - Chapter 5
 
New Revenue rules were introduced by the Revenue with effect from September 2008 in relation to the calculation of maximum contributions and as such these new Revenue rules need to be taken into account by the Trustees going forward. The new rules can be downloaded by clicking on the link above.



 

Scottish Mutual International Limited is regulated by the Irish Financial Regulator, and Phoenix Life Limited is regulated in the United Kingdom by the Financial Services Authority.