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).

Tell us about your pensions

The more information you can give us about your old pension providers, the faster we can find and display your pension.

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 require a signed Transfer of Agency (TOA) document, that will be auto-generated at this stage and require a digital signature. This allows us to write to the life companies and find and display your pensions online. On average, transferring to MyPension typically takes around 4 weeks. Your personal Financial Advisor will provide regular updates every step of the way.

If we discover that an old pension provider charges an exit fee and you wish to switch, or that your pension comes with special benefits or guarantees, your personal Financial Advisor will provide you with advice on how you should proceed, as when it comes to switching pensions, we want to ensure that you’re making the right decision, for your future.

Hit “Confirm”

We require a signed Transfer of Agency (TOA) document, that will be auto-generated at this stage and require a digital signature. This allows us to write to the life companies and find and display your pensions online. On average, transferring to MyPension typically takes around 4 weeks. Your personal Financial Advisor will provide regular updates every step of the way.

If we discover that an old pension provider charges an exit fee and you wish to switch, or that your pension comes with special benefits or guarantees, your personal Financial Advisor will provide you with advice on how you should proceed, as when it comes to switching pensions, we want to ensure that you’re making the right decision, for your future.

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 let you know. You can log into your account, through our website, 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
Contribute

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.

Be pension confident!

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

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.

Client services

0818 60 65 70

Offices

Drogheda:
Unit 2G, Southgate, Drogheda, Co. Meath, A92 YT2Y

Dundalk:
16 Roden Place, Dundalk, County Louth, A91 N9CV

© Copyright 2024 Cathedral Financial Consultants Ltd t/a My Pension. Registered in Ireland No: 369995.