Pension Planet Interactive allows you to perform some key pension plan tasks instantly and online.

Below are 5 Quick, Easy and Secure resources available through Pension Planet to access member and scheme information. 

    Adding and updating members on Defined Contribution (DC) and Additional Voluntary Contributions (AVC) schemes

You can add new members and update existing members’ details instantly online. Pension Planet Interactive applies comprehensive data validation rules and lets you correct any member information directly in the system. Once the member is added or updated, you can immediately view and download the new member / amendment documentation.

This means you do not need to wait for updates to be completed for you but you can do it directly online. 

    View and download valuation & transaction information

The valuation and transactions feature in Pension Planet Interactive gives you access to:

• Valuation at both member and scheme level under a variety of headings e.g. by fund, by contribution type
• Units and unit prices by fund for valuations at a specific date or at the point of a transaction
• All transactions processed for a member or scheme going back over a two year period again under a variety of headings e.g. by fund, by contribution type. For transaction history over 2 years old, please contact us at Happytohelp@irishlife.ie or 01 7042000.

    View and download from the Document Library

The document library in Pension Planet Interactive gives you access to

• the latest benefit statements
• leaving service options that have been created for a member
• member correspondence.

    Run leaving service quotations in real time

Financial advisers and pension administrators can process leaving service options online at a touch of a button for DC and AVC members. Financial advisers can also process leaving service options for unit-linked Personal Retirement Bonds. This online service has been designed to put the power in your hands! Why wait for a reply if you can process the quote directly online yourself?

• The available options for a member are presented on screen and you can enter the desired quotation parameters.
• Immediate feedback is provided by the system to allow you to see and rectify any problems with the member's information.
• You can instantly download a detailed quotation letter.

    Secure Path – quick, easy, paperless and secure

Secure Path is available to all Employers, Consultants, Payroll Providers and Trustees. You can use this facility to send payroll files, spreadsheets and new entrant applications. Sensitive data is automatically encrypted using industry standard high security encryption. Your unique reference number which is given once the file is uploaded assures you that Irish Life has received your file.

Download the Pension Planet Interactive guide in PDF

Download the Secure Path user guide in PDF

If you do you have any questions or require further assistance, we are delighted to help. Send us an email to pensionplanet@irishlife.ie.