They're not tied agents, but they do have a 'white label' deal with Zurich to offer Mercer Aspire products, and I believe this includes an ARF.I understand they are not tied to specific companies for ARF? Any comments or views?
Same here.Not particularly impressed with their administration of the scheme day to day either.
Thanks for the info!When I took a severance deal from my public sector employer, there was a financial advice meeting set up by the employer.
Mercer provided the advice.
I attended a one on one meeting and advice was given for gaining extra Prsi contributions. This was an important factor as I had paid class D for most of my employment period.
This advice consisted entirely about working at class A and signing on for Jobseekers Credits.
At the meeting I informed the advisor that I had 100k in ACVs.
No advice was given to me about the facility to gain Reckonable class S Prsi from an ARF.
I later discovered this myself by accident when I started my ARF.
Basically the advice was of a very poor standard.
That’s pretty bad. It’s supposed to be submitted within 21 days I think.Same here.
They also manage my pension.
They have not submitted my December 2024 payment to revenue.
The 2024 total in my form 11 is incorrect.
Actually I had a similar experience but was hoping with a 1 to 1 meeting it would be betterMercer are the administrators for the DC scheme I'm a member of. Had a presentation with them, and the opportunity to ask questions afterwards. Their reps knew less than I did. Not particularly impressed with their administration of the scheme day to day either.
That’s good to know.They're not tied agents, but they do have a 'white label' deal with Zurich to offer Mercer Aspire products, and I believe this includes an ARF.
I would suggest the following... (the last one may be strictly execution only though?):It’s interesting that no good experiences were mentioned here for Mercer.
Any ideas where to find a good independent pension advisor where I can discuss taking out the best ARF for my situation.
(the last one may be strictly execution only though?)
We use cookies and similar technologies for the following purposes:
Do you accept cookies and these technologies?
We use cookies and similar technologies for the following purposes:
Do you accept cookies and these technologies?