Pension Schemes Online Guide - New Ireland Assurance

Pension Schemes Online 

Guide 

Broker 

taking care of you...

Broker - Pension Schemes Online Guide 

Contents 

03. How do I set up Pension Schemes 

Online 

03. How do I log on 

04. What if I forget my Password 

05. How do I change my Password 

06. My dashboard 

07. How do I access information about a 

scheme 

09. How to view contributions for a 

scheme 

10. How do I find out the Scheme Fund 

values 

11. How do I find out the value of the fund 

for each member 

12. How do I search for a Member’s 

details 

13. How do I view a Member’s details 

14. How do I update a Member’s Salary 

15. How do I notify New Ireland Assurance 

if a member leaves service 

16. How do I access my Commission 

Statements 

17. What are My Downloads 

18. What other Tools and Information are 

available to me 

2


How do I set up Pension Schemes Online 

Step 1: 

• Log onto www.newireland.ie. In the Broker tab you will find the “Literature Library”. In “Pension Documents” click 

“Pension Schemes Online”. 

• Complete the Terms and Conditions and post to New Business Team, New Ireland Assurance, 11-12 Dawson Street, 

Dublin 2. 

Step 2: 

You will be issued with a username via email and an instruction to contact a member of our New Business Team to 

receive a temporary password. 

Pensions Schemes Online is a 

password-protected website 

from New Ireland Assurance, 

where you can view up-to date 

information, including 

contributions made, fund values 

and choice of funds. It forms part 

of our ongoing efforts to provide 

you with the information you need. 

How do I log on 

Step 1: 

• Log onto www.newireland.ie. Click on the “Pensions” tab and you will find a link to “Pension Schemes Online” in the 

drop down menu. This will bring you to the Login page. 

• Start your registration by entering your username and password in the Login section. 

Step 2: 

You will be asked to reset your Password and answer two challenge questions. 

• Your Password must be 8 characters or more long. 

• It has to contain at least one number and one capital letter. 

• You cannot use any blank spaces. 

You will receive an email, confirming your registration details. 

It is most important that you keep your password secure and known only to yourself. Please also take care when 

logging on that your password is not seen or noted by anyone else. 

3


What if I forget my Password 

Step 1: 

On the User login page, click on the link on the right 

hand side of the Submit button, called Forgotten 

Password. 

When you enter your username, you will be asked to 

answer the challenge questions (which you already 

answered when you first logged on). These are used 

to validate your user details. On validation of your 

details, you will be asked to reset you password. 

1 

4


How do I change my Password 

Step 1: 

You can change your password by clicking on the My 

Profile link, which is located at the top of the page. 

Step 2: 

Click on ‘Change Password’. 

2 

1 

Step 3: 

You will be asked to enter your old password, your 

new password and to confirm your new password. 

3 

5


My Dashboard 

Once you have logged on to New Ireland’s Pension Schemes Online, you will automatically be taken to the 

My Dashboard page. 

My Dashboard contains the 

following sections: 

1. Find a Member - search for a specific member. 

1 4 

2. My Commission - gives you your latest 

commission statement and access to historic 

commission statements*. 

3. My Downloads - a list of the most recent excel 

reports that have been generated. 

1 

2 

2 

3 

3 

5 

6 

7 

4. Find a Scheme - search for a specific scheme. 

5. Recently Viewed Members - a list of the most 

recently viewed members. You can access the 

member from here by clicking on the member 

name. 

6. Recently Viewed Schemes - a list of the most 

recently viewed schemes. You can access the 

scheme from here by clicking on the scheme name. 

7. Online Transactions - a link to the available 

online transactions. You can update a member’s 

salary or advise of a member leaving service. 

Click on any of these options to obtain the relevant 

information. 

*Note: You will need to contact us to make 

commission statements available online 

6


How do I access information about a scheme 

Step 1: 

Click on “My Schemes”. This will display a list of all 

your schemes 

1 

2 

Step 2: 

Find a Scheme - to search for a specific scheme 

Step 3: 

Recently viewed schemes - you can access a 

scheme from here by clicking on the scheme 

number 

3 

7


How do I access information about a scheme 

My Schemes 

On the Scheme Details page, you will be able to 

view summary details of scheme. 

You can navigate using the tabs at the top of the 

page. From here, click through the tabs to learn 

more about: 

Scheme Details - gives an overview of the scheme 

details and the contacts in relation to the scheme 

Contribution History - gives you details of payments 

made into the scheme, dates and breakdown of 

allocation of the payments 

Fund Value Schedule - gives the overall value of 

the scheme fund and the breakdown of the funds 

invested in 

Fund Value by Member - gives a list of all the 

members and the value of their fund and the 

breakdown of the funds invested in 

Premium Schedule - gives a breakdown of 

premiums for all scheme members 

Benefit Schedule - gives details of all scheme 

members with benefits and what benefits they hold 

Member List - a list of all scheme members and 

allows you to choose a member to access the 

member dashboard 

8


How to view contributions for a scheme 

Step 1: 

Click on the Contribution History tab in the Scheme 

Details. 

Amend the from and to date and click Go to view a 

payment prior to what is initially displayed. 

1 

Step 2: 

Click on the Investment Date for the payment you 

wish to review. 

2 

The Contribution Breakdown will show a list of the 

individual members and the payments allocated to 

them. 

4 

3 

9


How do I find out the Scheme Fund values 

1 

Step 1: 

Click on the Fund Value Schedule tab. Here you will 

get the overall value, as well as a breakdown of how 

the fund is invested and the value of each individual 

fund. 

Step 2: 

You can choose to print the page and this will 

generate a report in relation to the scheme fund. 

Step 3: 

If you click on the name of any particular fund in 

your investment listing, it will open the fund fact 

sheet in relation to the selected fund. 

3 

2 

10


How do I find out the value of the fund for each member 

1 

Step 1: 

Click on the Fund Value by Member tab. 

Step 2: 

Either Select the member from the list or carry out 

a search for the member. 

Step 3: 

Here you will get the overall value for that member, 

as well as a breakdown of how the fund is invested 

and the value of each individual fund. 

2 

Step 4: 

You can download a report on Scheme Fund Values 

by clicking on the link at the bottom of the page. 

You will receive a message advising that this will be 

available in your “My Downloads” section. 

3 

Please note that you are responsible for the 

security of any information that you print or 

download from this site. New Ireland Assurance 

accepts no responsibility for ensuring the security 

of the information presented in this window or 

downloaded/printed from it. 

4 

11


How do I search for a Member’s details 

Find a member - to search for a specific member. 

A wildcard search (*) is available under surname, 

first name and member number. 

Where you have only part of a member’s name or 

member number put an asterix (*) before and after 

the text. This will list all the entries with that name 

and you can then select the correct one. 

12


How do I view a Member’s details 

The Member Dashboard displays member details 

including current annual contribution and Current 

Fund value. Click View Further Details to get more 

information on these. 

In the “I would like to ….” section you can: 

• View contribution history – this allows you to 

view the contribution history for a specified period 

of time. 

• Download contribution history – you can 

download a report containing contribution history 

for the member. 

• View member fund value report – this gives you a 

breakdown of the fund/s the member is invested 

in and the values of each fund. 

• View contribution breakdown – is a breakdown of 

contributions received since the start date of the 

policy. 

• View benefit details – this gives details of any 

benefits that may apply to the policy. 

You can also: 

Update Leaving Service 

Update Salary 

These options will only be in relation to the member 

you have selected. 

13


How do I update a Members Salary 

2 

Step 1: 

Select Update salary from the list of transactions 

and click Go. 

Step 2: 

You will be presented with a list of members. 

Step 3: 

You should enter a member’s new salary in the box 

called New Salary. 

The salary effective date for the updated salary 

must correspond to the first day of your bill. 

3 

Step 4: 

Once you are satisfied that you have entered the 

correct new salary details and effective date for 

each member, please re-enter your password for 

security reasons and click on the Submit button in 

the bottom right hand corner of the page. 

An e-mail will be sent to you confirming that your 

transaction has been processed. 

4 

If you do not receive this email please contact our 

Sales Support team by phone at (01) 617 2444* 

or by email at psol@newireland.ie. 

Telephone lines are open from 9am - 5pm, Monday 

to Friday. 

1 

*To improve our services to you, calls may be recorded 

14


How do I notify New Ireland Assurance if a member leaves service 

Step 1: 

Select Update leaving service from the list of 

transactions and click Go. 

Step 2: 

You will be presented with a list of members. 

Tick the Leaving Service box for the relevant 

member. Select the effective date from the drop 

down list in the Leaving Service effective date box. 

The effective date is the bill date from which no 

further deductions will be made for that member. 

2 

Step 3: 

Once you are satisfied that you have entered the 

correct new salary details and effective date for 

each member, please re-enter your password for 

security reasons and click on the Submit button in 

the bottom right hand corner of the page. 

1 

3 

An e-mail will be sent to you confirming that your 

transaction has been processed. 

If you do not receive this email please contact our 

Sales Support team by phone at (01) 617 2444* 

or by email at psol@newireland.ie. 

Telephone lines are open from 9am - 5pm, Monday 

to Friday. 

*To improve our services to you, calls may be recorded 

15


How do I access my Commission Statements 

Step 1: 

Click on My Commission on the left hand side of the 

screen to access your recent statements. 

Step 2: 

Click on the ‘CSV File’ or ‘PDF File’ option to 

download the commission statement selected. 

Please contact your Broker Consultant if you wish to 

have access to this facility. 

16


What are My Downloads 

Step 1: 

There are a number of reports in the system that 

you can download as required. 

Step 2: 

To access the download you can go to 

My Dashboard or you can click on My Downloads in 

the top menu bar. 

The status will show either, In Progress or 

Complete. You can then open the report and save 

it to an external location if necessary. Once you have 

finished with the report you can then delete it from 

My Downloads. 

Downloads will be held for 7 days and will then will 

be automatically and permanently deleted. 

Please note that you are responsible for the 

security of any information that you print or 

download from this site. New Ireland Assurance 

accepts no responsibility for ensuring the security 

of the information presented in this window or 

downloaded/printed from it. 

17


What other Tools and Information are available to me 

@ 

@ 

Multiple Schemes – If you have more 

than one scheme with New Ireland 

Assurance and you wish to view scheme 

details with a single log-in please 

contact us at: 1890-233 363. 

Email your Scheme Administrator – 

you will see the option to email your 

administrator at various stages, click on 

this and you will be presented with an 

email dialogue box. 

Enter the relevant details in relation 

to your query or request and click on 

Submit. 

@ 

@ 

@ 

Pension Calculator – this directs you to 

the Pension Calculator on the Pensions 

Board Website 

Change Date Ranges – where available 

you can choose to change the date 

range for the information required. 

Easy Search Functionality – when 

searching for a member or scheme you 

can search by name or number. You 

can also use a wildcard search where 

necessary. 

@ 

If you have any queries, please contact 

your Broker Consultant. 

Terms & conditions apply. The information contained in this leaflet is based on our understanding of current legislation and Revenue practice as at March 2012. While great 

care has been taken in its preparation, this leaflet is of a general nature and should not be relied on in relation to a specific issue without taking financial, insurance or 

other professional advice. The content of this leaflet is for information purposes only and does not constitute an offer or recommendation to buy or sell any investment or to 

subscribe to any investment management or advisory service. If any conflict arises between this leaflet and the Policy Conditions, the Policy Conditions will apply. New Ireland 

Assurance is not responsible for the content of external websites. 

New Ireland Assurance Company plc is regulated by Central Bank of Ireland. A member of the Bank of Ireland Group. 

300887 v5.03.12 

18

Pension Schemes Online Guide - New Ireland Assurance

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?