As an Authorised Advisor, we provide independent, broad based client-focused financial advice

Levy of 0.6% p.a. to be applied to assets in pensions for 4 years (2011-2014).   Levy will not apply to ARF's, AMRF's, Vested PRSA's (where holder has already taken lump sum) or Annuities.  Pension Providers will deduct 0.6% of the market value of a client’s pension as at 30 June 2011. The amount a client will actually pay will depend on the market value of their fund on this date. The money will then be remitted to Revenue on the client’s behalf before the deadline of 25 September 2011.