Phoenix Ireland

 

                        
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Bonus Information

With Profit Maturities

 

 

 

 

 

 

 

news

 
Here you will find recent communications and mailings to our customers and intermediaries.

 

News 2014
 


Our aim is to provide clear, transparent information for our customers about Phoenix Ireland.

Click on the links below to download literature items in PDF format. If you are unable to access any of the PDF's linked below, please contact us.

You will require a copy of Adobe Acrobat reader in order to view these files click here to download a copy.

 
News
2014

 

December 2014 Monthly Investment Bulletin Read More
Release: January 2015

 

November 2014 Monthly Investment Bulletin Read More
Release: November 2014

 

October 2014 Monthly Investment Bulletin Read More
Release: November 2014

 

September 2014 Monthly Investment Bulletin Read More
Release: October 2014

 

August 2014 Monthly Investment Bulletin Read More
Release: September 2014
 
Bonus / MVR Rates
Final Bonus / MVR Rates applicable from 01/08/2014 Read More
Release: September 2014

 

July 2014 Monthly Investment Bulletin Read More
Release: August 2014

 

June 2014 Monthly Investment Bulletin Read More
Release: July 2014
 
Bonus / MVR Rates
Final Bonus / MVR Rates applicable from 01/07/2014 Read More
Release: July 2014

 

May 2014 Monthly Investment Bulletin Read More
Release: June 2014
 
Bonus / MVR Rates
Final Bonus / MVR Rates applicable from 01/06/2014 Read More
Release: June 2014

 

Bonus / MVR Rates
Final Bonus / MVR Rates applicable from 01/05/2014 Read More
Release: May 2014

 

April 2014 Monthly Investment Bulletin Read More
Release: May 2014

 

March 2014 Monthly Investment Bulletin Read More
Release: May 2014

 

Bonus / MVR Rates
Final Bonus / MVR Rates applicable from 01/04/2014 Read More
Release: April 2014
 
Key updates and investment report March 2014 Read More
Release: March 2014
 
February 2014 Monthly Investment Bulletin Read More
Release: March 2014

 

Bonus / MVR Rates
Final Bonus / MVR Rates applicable from 01/02/2014 Read More
Release: March 2014

 

Pension levy
Release: March 2014

In May 2011 the Irish Finance (No2) Act 2011 introduced a new, temporary levy on pension funds established in Ireland. Previously the levy took the form of a 0.6% tax on the value of pension funds. For 2014 it has been increased to 0.75% but will be reduced to 0.15% in 2015. The levy has been applied on the value of the funds at 30 June 2011, 29 June 2012, 28 June 2013 and will be applied on a similar date in each of the next 2 years, 2014 and 2015.

Consideration has been given to the implications of this legislation on our customers and details of the impact are shown below:

Policies invested in Unit Linked Funds
The effect of applying this levy is that, from 1 July 2011 onwards, unit prices were reduced by 0.6% compared to the prices that would have been published had the levy not existed. This overrides guarantees on cash funds where the bid price would otherwise be guaranteed not to fall.

Policies invested in With-Profits Funds (Traditional and Unitised)
We will make allowance for this levy when we calculate bonus rates and surrender values for the affected with-profits policies, and these will be generally be lower as a result.

You do not need to take any action as we will pay this levy directly to the Revenue Commissioners.

 



 


Phoenix Life Limited, trading as Phoenix Ireland, is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the United Kingdom and is regulated by the Central Bank of Ireland for conduct of business rules.