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01 5543678
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01 5543678
Mon - Sat: 8.00 - 17.00, Sunday Closed
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Search...
info@newalliance.ie
01 5543678
Mon - Sat: 8.00 - 17.00, Sunday Closed
Follow Us:
Main Menu
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Let's get started!
What describes you best?
Make Smart Pension Choices for Your Financial Future
Options Flow
Setup a New Pension
Review My Existing Retirement Provision
Retire My Pension
Transfer My Pension
Ask a Question/General Inquiry
Setup a New Pension
Please select what most accurately reflects your status
Review My Existing Retirement Provision
Are you
I would like toÂ
I would like toÂ
I would like to discuss
Are you
In-Employment
Self-Employed
Company Director
I would like to - Review existing
*
Increase My Pension Pot
Reduce Fees & Charges
Check if my pension is invested properly
Find out my Retirement options
Find old pensions I paid into
Buy a property with my pensionÂ
Not sure yet
I would like to - Flow 3
Find out about my retirement options
Find out about my Tax Free Lump Sum
Get Inheritance Advice
Have a general chat about Retirement
Not sure yet
I would like to - Flow 4
Track down my old Pensions
Get higher returns on my pensions
Pay less in Fees & Charges
Take control of my pension funds
See if I can access the funds early
Get advice on a Pension Adjustment Order
Other
I would like to - Flow 5
Pensions in General
My Retirement
My Pension Adjustment Order - Divorce/Separation
Cashing in a Pension
Types of Pensions Available to Me
Tax Benefits of Pensions
Buying a Property with My Pension
Other
In-Employment
Self Employed
Please select what most accurately reflects your status
Company Director
Does your employer have a Company Pension Scheme that you can join?
Are you
Are you interested in
Roughly how much do you hold across all Pension Schemes?
I Am
Does your employer have a Company Pension Scheme that you can join?
Yes
No
Not Sure
Are you - self employed
Sole Trader
Limited Company
Are you interested in - Company director
An Executive Pension Plan
A Small Self-Administered Scheme
Not sure yet
Are you interested in - Flow 2/4
Upto €50,000
€50,000 - €150,000
€150,000 - €500,000
€500,000+
Not Sure
Are you interested in - Sole trader
Less than 50 years old
50-64 years old
More than 64 years old
Sole Trader
Limited Company
Do you have any pensions from any previous employment?
Are you interested in
Are you looking to
Do you currently have a Pension Plan in place?
Do you have Pension Statements or old Payslips on file?
Please provide any additional details about your inquiry that you would like us to know to help you better
(Optional)
Do you have any pensions from any previous employment?
Yes
No
Not Sure
Are you interested in - Sole trader
A personal pension plan
A PRSA
Not sure
Are you looking to - Self employed / Limited company
Setup a Company Pension
Setup a Personal Pension
Do you currently have a Pension Plan in place? - Company Director
Yes
No
What is most important for you when setting up a pension?
Do you currently have a pension arrangement in place?
What is your company size?
Company Director
Are you interested in
What is most important for you when setting up a pension?
Keeping fees and charges as low as possible
Having my pension invested in Green Funds
Fund Performance
Other
Pension arrangement - Self employed / Solo trader
Yes
No
What is your company size?
Under 10
10-20
20-50
50+
Are you interested in - Company director
An Executive Pension Plan
A Small Self-Administered Scheme
Not sure yet
Do you currently have a Pension Plan in place?
Do you currently have a Pension Plan in place? - Company Director
Yes
No
Are there any other details you'd like Us to know?
We appreciate your response
(Optional)
Please provide any additional details about your inquiry that you would like us to know to help you better
(Optional)
Page 7 Optional response
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