We match the question before arranging contact
Your selected topic, pension type, employment context, retirement timeframe and the details you choose to provide are used to identify the area of experience relevant to your enquiry. A matched advisor must confirm that the matter is within the scope of their service before giving personal advice.
What the matching process considers
Area of need
Examples include workplace pensions, public-sector benefits, company funding, pension transfers and retirement income.
Complexity and timing
Retirement proximity, multiple arrangements, guarantees and scheme-specific questions can affect routing.
Practical fit
Location, preferred contact time and the advisor’s ability to accept the enquiry may be considered.
Checks to complete before proceeding
- Ask the advisor to identify their regulated firm and confirm the service they can provide.
- Confirm the advisor’s relevant qualifications and experience for your question.
- Request written details of fees, commissions, ongoing service and any provider limitations.
- Expect a fact-find and written suitability process before a personal recommendation.
- Do not act solely on a website illustration or an initial matching conversation.
What happens after the form
- Your enquiry is saved securely and given a reference.
- The information is reviewed to identify the relevant pension area.
- Your details are shared only for the advisor contact you requested.
- The advisor contacts you to confirm scope and explain their process.
- You decide whether to continue after receiving the service and charging information.
Pensions Ireland does not guarantee that a particular advisor, product or outcome is suitable. Use the contact form to raise a matching concern or request a correction.