Teachers Financial Services Apply Online - IPS Financial Advice Ireland

Teachers Online Financial Review Application Form

MadeSimple is a digital financial planning platform which innovates how financial advice is delivered to teachers. We use technology to facilitate a more personalised and environmentally friendly financial advice service from the comfort of your own home or school.

This is what happens when you Submit the Online Application Form below.

Step 1

You – Complete a short online application form (approx. 5 mins).

Step 2

We – Generate your personal report that outlines your current benefits.

Step 3

Together – We schedule a review online (we use Zoom, or a platform you may suggest) or over the phone to discuss the report and what options are available to you.

Name

First

Last

Contact Number *

Email *

Date of Birth (dd/mm/yyyy) *

Date Started Teaching *

Salary Scale Point (1-27) *

Planned Retirement Age *

Occupation *

Place of Work *

If you have had a break of service, career break, job share or part-time work etc. then please add a note providing an estimate of dates and the % of full-time equivalent work pattern:

PRSI Class *

Gross Salary Amount *

How are you paid?

Years of actual service today *

Planned years of actual service at retirement *

How many years of Notional Service have you purchased/intend to purchase at retirement? (If applicable)

Relevant years training to be a teacher? *

Value of AVCs (approximate) *

Number of Dependents and their Age (if any)

Relationship Status *

Do you have salary protection in place? *

How do you prefer to be contacted? *

Online meeting via Zoom
Microsoft Teams
Phone

By using this form you agree to be contacted via email, text or phone for the purposes of generating a financial review report. *