Switch Plans

Switch your old pensions into a brand new plan in a few easy steps.

Start your sign up

Simply sign up online with some basic details. You don’t need policy numbers (although this could speed up the process), and we will locate your pension(s) for you. Joining us is free.

You can view all your pensions in one place, switch pension plans easily, set up a new pension plan, top up and even withdraw from your pension(s).

Get Started

Tell us about your pensions

The more information you can give us about your old pension plans/ provider, the faster we can find and display you pension(s).

Don’t worry if you don’t have all the information to hand, you can always add it later. You can even tell us about your current employer pension, but we can only update the amount based on annual statements, (not live).

Hit “Confirm”

We need a signed Transfer of Agency (TOA) document, that will be auto-generated when adding a pension. Don’t worry, this is all done online, or via the App. The signed TOA allows us to request your pension information from pension providers on your behalf, so that we can receive data sets to display all your pensions. On average, it takes 4 weeks to locate your pension(s). We can then begin the process of reviewing your current plans and determine whether you could benefit from switching plan(s). Your personal Financial Advisor will provide regular updates every step of the way.

Hit “Confirm”

We need a signed Transfer of Agency (TOA) document, that will be auto-generated when adding a pension. Don’t worry, this is all done online, or via the App. The signed TOA allows us to request your pension information from pension providers on your behalf, so that we can receive data sets to display all your pensions. On average, it takes 4 weeks to locate your pension(s). We can then begin the process of reviewing your current plans and determine whether you could benefit from switching plan(s). Your personal Financial Advisor will provide regular updates every step of the way.

What happens next?

Manage your pension in a few clicks

As soon as your old pensions have been transferred to us, and your new pension is ready, we’ll email to you let you know. You can log into your account, through our website, or via the App and access yourinformation 24/7. You’ll be able to:

View the value of your new pension(s) in real-time
Make contributions to your pension
Withdraw money from your pension

Your pension is protected, every step of the way.

Experienced money managers

Our pension funds are managed by some of the largest and most experienced money managers in Ireland, including Zurich, Aviva, New Ireland, Irish Life, Royal London and Standard Life.

High-grade security

We protect your data with up-to-date technology and processes. All of your information is stored securely within our database.

Permission-only data sharing

We'll never share your personal information with anyone without your permission. Our systems and processes are set up to adhere to the EU General Data Protection Regulation (EU GDPR) requirements.

.

Secure identity checks

We meticulously vet the identity of all employees and customers to reduce the risk of identity fraud, or any other unauthorised access to your information or account.

Be pension confident!

View all your pensions in one place. It takes just 5 minutes to sign up.

Get Started

Be pension confident!

View all your pensions in the one place. It takes just 5 minutes to sign up.

Get Started

Cathedral Financial Consultants Ltd t/a My Pension is regulated by the Central Bank of Ireland. With pension investments, your funds might fluctuate in line with investment market movements.