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Welcome, Trustee

PensionsPortal.ie helps trustees of Irish occupational pension schemes manage their IORP II compliance obligations — from the Annual Compliance Statement to the Own-Risk Assessment, Key Function Holders, and written policies.

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Why You Need This

IORP II raised the governance bar significantly for Irish pension trustees. You are now personally responsible for ensuring your scheme meets a detailed set of regulatory requirements — and the Pensions Authority actively monitors compliance. The challenge: these requirements are complex, interconnected, and have real deadlines. Missing them has consequences. PensionsPortal.ie gives you the structure, guidance, and documentation tools to stay on top of every obligation — without needing to be a regulatory expert.

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What the Platform Covers

Annual Compliance Statement

File your ACS by 31 January each year. The ACS Wizard guides you through 20 compliance questions and manages the dual sign-off process.

Own-Risk Assessment

Complete your ORA every 3 years (or on significant change). AI-assisted drafting across 8 risk categories, with trustee sign-off.

Key Function Holders

Manage appointments of Risk, Internal Audit, and Actuarial KFHs. Track fit & proper assessments and meet the 30-day PA notification requirement.

Written Policies

Maintain all 11 mandatory written policies, with a built-in 3-year review cycle and formal trustee adoption workflow.

OMA Transition

One-member arrangement? The OMA Triage Tool helps you assess your options before the April 2026 deadline.

AI Compliance Assistant

Ask plain-language questions about your obligations. Every AI output requires your approval before it becomes part of the scheme record.

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Where to Start

If you’re new to the platform:
  1. Read Your IORP II Obligations — a plain-language summary of what you must do and when
  2. Check your Compliance Calendar for upcoming deadlines
  3. Start with the most pressing item — typically the Annual Compliance Statement if it’s due
If you’re looking for regulatory background, the IORP II Reference section covers the directive in detail.

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Important Note

PensionsPortal.ie is a governance and compliance management tool. It is not a source of legal or regulatory advice. Regulatory requirements change, and there may be a lag between regulatory updates and platform updates. Always verify important positions with your qualified advisers (pension lawyer, actuary, or consultant).