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Your Compliance Calendar

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Overview

Staying on top of IORP II compliance means managing a set of recurring deadlines — some annual, some on longer cycles, some triggered by events. Missing a deadline can result in PA enforcement action. PensionsPortal.ie’s Compliance Calendar gives you a single view of everything due across your scheme.

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Key Recurring Deadlines

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Annual Deadlines

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3-Year Cycle

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Event-Triggered Deadlines

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One-Off Deadlines

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How Alerts and Reminders Work

PensionsPortal.ie sends automated reminders for all key deadlines: Reminders are sent by email to all trustees. You can customise reminder recipients under Settings → Notifications.
Reminders are sent to the email addresses registered in the platform. Make sure trustee contact details are kept up to date, especially after any changes to the trustee board.

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Viewing the Compliance Calendar

Navigate to Compliance → Calendar to see:
  • All upcoming deadlines for your scheme
  • Colour-coded status: green (complete), amber (due soon), red (overdue)
  • Click any deadline to open the relevant module directly
You can filter by:
  • Date range
  • Obligation type
  • Status (pending, in progress, complete, overdue)

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Exporting Deadlines

1

Open the Compliance Calendar

Navigate to Compliance → Calendar.
2

Select export format

Click Export and choose:
  • PDF — a formatted compliance schedule suitable for board packs
  • iCal (.ics) — import into Outlook, Google Calendar, or Apple Calendar
  • CSV — for use in spreadsheets or other tools
3

Select date range

Choose the period you want to export (e.g., the next 12 months).
4

Download or subscribe

For iCal exports, you can either download a one-time file or subscribe to a live feed that updates automatically as deadlines change.
Export the iCal feed to your calendar at the start of each year. This gives you a persistent reminder system that doesn’t depend on logging into the platform.

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What to Do if a Deadline is Overdue

If you see a red (overdue) item in your calendar:
  1. Don’t panic — address it as soon as possible
  2. Complete the overdue action in the platform
  3. If the overdue item involves a PA filing (e.g., ACS), file immediately and consider whether to notify the PA proactively
  4. Document what steps you took and when
A well-documented late filing is far better than an undocumented one. The platform’s timestamping creates a record of when you acted.