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Investing with PTSB

Tailored solutions for your portfolio

Lines are open 9am to 5pm, Monday to Friday (excluding Bank Holidays).
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Whether you're new to investing, looking to diversify your investment portfolio or switch to a new provider, we can help support your financial goals.

Why choose PTSB for your investments?

Together with Irish Life, Ireland's largest Life Assurance and Pensions provider, we have a wide range of Deposits and Investment options to suit your needs and diversify your portfolio. With dedicated Financial Advisors and expertly managed funds, you can invest with confidence.

 

Investment options designed for you 

We believe in transparency and simplicity when it comes to managing your investments. With PTSB, you can access: 

  • Smart InvestAn online platform that makes investing easy. You can track and manage your investments online with the confidence your money is being managed by Irish Life Investment Managers.
  • Clear InvestA long-term life assurance plan for those looking to invest a lump sum into expertly managed funds. 
  • Clear Regular Invest: A long-term life assurance savings plan for when you want to make regular payments into expertly managed funds, with the flexibility to increase your payments over time.
  • Multi-Asset Portfolio Funds: There are five MAPs which are available across Irish Life's Pension, Savings, and Investment plans. Each fund has a different level of risk that can be matched to your needs. As the name suggests, each fund is multi-asset, this means investing in shares, bonds, cash and alternatives.
  • Interest First Fixed Term Deposit Account: We have the only Deposit Account in Ireland that gives you your interest upfront, within the first month of opening your account at any PTSB branch, nationwide. So you can use the interest for what you need now, knowing your money is secure for when you need it in the future.
  • Fixed Term Deposit Accounts: We also have a range of other PTSB Fixed Term Deposit Accounts that will allow you to securely invest a lump sum for a fixed term with a guaranteed return.

Ways to manage your investments

Our investment options are designed to keep you in control of your investments.

  • All Irish Life funds are expertly managed and together with your Irish Life Investment Manager you can adjust your investment strategy over time to align with market conditions. 
  • Access to track and monitor your portfolio online through Irish Life's website.
  • Keep track of PTSB Fixed Terms Deposit Accounts through your PTSB App or Open24 Online Banking (desktop, laptop and tablet only).

Sustainable investing options

At PTSB we understand that for many customers investing in products that have a positive impact on both the environment and society is important. You can find information on how we, working together with Irish Life Financial Services, consider sustainability in the products they advise.

Learn more about our approach

 

 

Principal adverse impact statement 

Full details on how we, at PTSB, consider principal adverse impacts in the advice process.

Principal adverse impacts statement.

 

Talk to us about your investment strategy

Looking to diversify your investment portfolio, or considering switching to a new provider? Our expert Financial Advisors are available to discuss your investment strategy, and overall financial planning needs.

  • We’ve partnered with Irish Life to bring you this complimentary service.
  • Your Financial Advisor will meet you at your local branch or through an online video call.
  • After your review, you’ll get your personalised plan from your Advisor.

Learn more Book an appointment

 

Talk to us about your investment strategy. Call our dedicated team on +353 1 215 1390 to find out more about what's involved in a Financial Planning Meeting and next steps. Lines are open 9am to 5pm, Monday to Friday (excluding Bank Holidays).

Important information

Interest First Fixed Term Accounts: Qualifying criteria, terms and conditions apply. Early withdrawal and closure charge will apply. Personal customers only.

Warning: If you invest in this product you may lose some or all of the money you invest.

Warning: The value of your investment may go down as well as up.

Warning: These funds may be affected by changes in currency exchange rates.

Warning: Past performance is not a reliable guide to future performance.

 

Permanent TSB plc trading as PTSB is regulated by the Central Bank of Ireland. Permanent TSB plc is tied to Irish Life Assurance plc for life and pensions products. Irish Life Assurance plc is regulated by the Central Bank of Ireland.

Book a Financial Planning Meeting

A Financial Planning Meeting is a personal evaluation of your finances, needs and goals, helping you find ways to improve your financial wellbeing.

Preparing for your Financial Planning Meeting

Not sure what to bring to your Financial Planning Meeting? See our checklist to ensure you come prepared.

Clear Invest: Lump sum Investment

A long-term life assurance plan for those looking to invest a lump sum into expertly managed funds.

Clear Regular Invest: Invest regularly

A long-term life assurance savings plan for when you want to make regular payments into expertly managed funds.

Book a Financial Planning Meeting

A financial plan gives you clarity about where you stand today, and how to achieve your financial goals.

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