Hello KBC Customers

My PRSA has now transferred to Bank of Ireland Life.

• Is my PRSA flexible?

  Yes. Your PRSA is flexible and you can make changes to it at any time, such as:

  • Increase or decrease your monthly contributions when it suits you.
  • Take a break in paying contributions or invest single contributions if you wish.
  • Choose from a range of Bank of Ireland Life funds that are available for your PRSA to invest in.

• Can I view my PRSA details online?

  To view your PRSA details online, you’ll need to:

  • Have a Bank of Ireland current account.
  • Have access to Banking 365 (Bank of Ireland’s online banking platform).
  • Register for our online application Life Online. To register, please visit www.365online.com.

• How will I receive my documents?

  You’ll receive all your documents for your new Bank of Ireland Life PRSA by post at the postal address provided by KBC.

  You can update your contact details by emailing our Customer Service Team here. When contacting us, please make sure you include your Bank of Ireland Life PRSA number in the email. You’ll find this in the policy documentation we recently sent you.

  As always, when sending personal data by email, please ensure you take appropriate security measures (including encrypting the data/password protecting your information).

• How often will I receive my PRSA statements?

  Once your Bank of Ireland Life PRSA is issued, you’ll receive a Statement of Reasonable Projection outlining your current fund value. This statement is issued to you every year and contains a projected future value (assuming you continue paying you existing level of contribution).

  In addition, twice a year you will receive a statement of account containing details of the contributions paid and an investment report stating the current value of your fund and the performance of your investment funds to date.

• Can I download my documents online?

  Not at the moment but we hope to offer this service for our customers in the future.

  Currently, all your policy documents will be issued to you by post. You should keep these in a safe place for future reference.

• I’m not happy with my new PRSA. What are my next steps?

  On taking out a Bank of Ireland Life PRSA, if you decide that this PRSA is not right for you, you can provide a written and signed instruction confirming your decision to transfer your PRSA, and include the name of your chosen PRSA provider and the reference number of your new PRSA.

  Please send your instruction to:

  FreePost
  Bank of Ireland Life
  5-9 South Frederick Street
  Dublin 2
  D02 DF29.

  When we receive your instruction, we will contact your chosen provider to ensure they are able to accept your transfer.

  If you’ve any questions, please don’t hesitate to contact our Customer Service Team by email. We’ll be happy to help.

• I want to make a complaint. Who can I contact?

  Our aim is to provide you with the best possible service. If we don’t meet your expectations, we’d like the opportunity to put things right. If you have a complaint about your Bank of Ireland Life PRSA, we will try to resolve it to your satisfaction. You can raise a complaint by contacting us in the following ways:

  By Email:

  Write to our dedicated email address at complaints@bankofirelandlife.ie

  Over the Phone:

  Phone our Complaints Management Team on 01 7039537 or + 353 1 7039537 from outside ROI.

  In Writing:

  Write to one of our offices, or to our Complaints Management Team at:

  Bank of Ireland Life
  5-9 South Frederick Street
  Dublin 2
  D02 DF29.

  If your complaint is not resolved to your satisfaction you can refer it to the Financial Services and Pensions Ombudsman (FSPO).

  Details of the service provided by the Financial Services and Pensions Ombudsman can be obtained from www.fspo.ie or Bank of Ireland Life.

  The Financial Services and Pensions Ombudsman may be contacted at:

  Office of the Financial Services and Pensions Ombudsman, Lincoln House, Lincoln Place, Dublin 2.
  01 567 7000
  info@fspo.ie
  www.fspo.ie