About PAW20

Pensions Awareness Week 2020 (PAW20) was a virtual roadshow held over 4 days from 21-25 September 2020 where we explored the digital roadmap on making a success of pensions in Ireland. 

Explore the focus points of last year’s roadshow.

PAW 2020 focus points

DAY 1

starting a pension

Q

Day 1 - Starting a pension

About the webinar

When over 900,000 Irish workers have no pension savings, it’s clear that the hardest part of pensions is making a start. These sessions focused on the practical aspects of starting a pension, including:

 

  • Why having a pension is important, and benefits your financial health
  • How you build up wealth in a pension – and how you take it out
  • How to open and maintain a pension investment

Contributors 

Ralph Benson

Co-founder and Head of Financial Advice at Moneycube

Ralph is the co-founder and Head of Financial Advice at Moneycube. He qualified as a chartered accountant in Edinburgh and spent 7 years with EY as an M&A adviser, largely in London.

Liz Dwyer

Journalist & Co-founder of Future Beauty

Liz is an award winning journalist, serial entrepreneur and co-founder of Future Beauty. A brand Ambassador for the likes of Google, Diageo, Bank of Ireland, Brown Thomas & many more. Liz will be the host for day 1 – Starting a pension masterclass.

Stephen Rice

Pensions & Investment Propositions Lead at Aviva

Stephen is a pensions and investments specialist who is passionate about helping Irish customers and advisors make sense of pensions

DAY 2

pension for business owners

Q

Day 2 - Pension for business owners

About the webinar

Our B2B focus in PAW20 was on small companies and business owners. Directors and management in these businesses have unique opportunities to use pensions as a way to extract value from a company in a highly efficient manner. What’s more, a strong pension and benefits offering is a great way to recruit, reward and retain staff. Whether you are starting from scratch, or want to improve on your existing offering, this webinar will help you get a grip on what pensions can do for your company. The sessions included how to: 

 

  • Maximise business owner benefits/ tax efficiencies when it comes to pensions
  • Engage a young and mobile workforce
  • Set pensions in context with other remuneration such as share awards
  • Manage a pension scheme efficiently in the context of rapid expansion and frequent staff turnover

Contributors 

Ralph Benson

Co-founder and Head of Financial Advice at Moneycube

Ralph is the co-founder and Head of Financial Advice at Moneycube. He qualified as a chartered accountant in Edinburgh and spent 7 years with EY as an M&A adviser, largely in London.

Kristen Foran

National Sales
Director at Zurich

Kristen is National Sales Director in Zurich Life. She has over 25 year’s experience in the Life industry in Ireland and is a Certified Financial Planner.

Tara Clements 

FCCA
Chair of ACCA Ireland

Having worked in financial services throughout her career for 14 years, Tara is new chair of ACCA Ireland, associate director for service and technical training with RBC Investor & Treasury Services, a division of the Royal Bank of Canada.

Michael Houghton

Founder of Firepodcast.ie

Michael is passionate about financial independence and in June 2019 he launched The Irish FIRE Podcast, which tells the story of his journey towards financial independence.

Ross McCarthy

iSME Chairperson

Ross McCarthy is Chairman of the Irish Small and Medium Enterprises Association (iSME), which provides practical advice, learning, and development services for over 10,000 members. Ross is Managing Director of Keystone Procurement, a commercial strategy and procurement advisory company with a national and international focus.

DAY 3

property & your pension

Q

Day 3 - Property & your pension

About the webinar

There’s no getting away from Irish people’s love of property, and a pension is one of the most attractive ways to build wealth through bricks and mortar. This session discussed: 
 

  • How to go about creating a property investment/ portfolio using your pension
  • Developing an appropriate mix of assets – and leverage – in a property-focused pension
  • Ways to manage and exploit a property-based pension before and after retirement

Contributors 

David Jelly

Founder of Property Bridges

David founded Property Bridges to connect property investors with developers, making property finance fast and flexible.

Suzie Nolan

Irish Property Fund Manager at Aviva

Suzie is a chartered accountant, qualified financial advisor and head of property fund management at Aviva.

Carol Tallon

CEO at Property District

Carol is CEO of Property District, a top tier, specialist PR & communications agency for the planning, construction, property and proptech industries.

Feargal McKenna

Director at Beacon Capital

Feargal is a director of Beacon Capital. He has over 20 years’ global capital markets, credit and advisory experience, mainly with AIB, in Ireland, the UK and Asia Pacific.

David O’Meara

Head of Distribution at Greenman Investments

David is Head of Distribution at Greenman Investments. Established in 2005 Greenman offers a range of property investment products and has evolved into a market-leading, sector specific, real estate investment fund manager.

DAY 4

women & pensions

Q

Day 4 - Women & pensions

About the webinar

We all know that women are worse off when it comes to pay. What’s becoming clearer is the lifetime effect, and the need to take action now. This session focused on: 
 

  • Why women lose out when it comes to building pension wealth and how to change that
  • Key considerations for women when planning their long-term financial future
  • What needs to change to make pensions for women fairer”

Contributors 

Susan Elliott

Wellbeing Specialist​

Susan worked in the Financial Services for more than 20 years holding positions in Ulster Bank, RBS, Tesco Bank and most recently in as head of employee engagement at AIB in Dublin. She works as an independent consultant specialising in employee engagement and wellbeing.

Leanne Long

Founder of FinanciallyFit.ie

Leanne is a QFA and she founded Financially Fit which is an online platform created to inspire young women to pursue smarter, confident, and more informed lives when it comes to personal finance.

Teresa Kelly Oroz

Head of Public Policy at Irish Life Group

Teresa is company secretary to all Irish Life and Canada Life regulated companies. She is also head of public policy and governance for Irish Life group.

Olive Ryan

Head of Client Services at Moneycube

Olive is a pensions and investments consultant with Moneycube having spent 16 years with Friends First and Aviva Life & Pensions.

DAY 5

review of PAW20

Q

Day 5 - Review of PAW20

About the webinar

Our final event took a look back over what we learnt during PAW20, and pointed users to key resources to help them take control of their long-term financial future.

    Contributors 

    Ralph Benson

    Co-founder and Head of Financial Advice at Moneycube

    Ralph is the co-founder and Head of Financial Advice at Moneycube. He qualified as a chartered accountant in Edinburgh and spent 7 years with EY as an M&A adviser, largely in London.

    Feargal McKenna

    Director at Beacon Capital

    Feargal is a director of Beacon Capital. He has over 20 years’ global capital markets, credit and advisory experience, mainly with AIB, in Ireland, the UK and Asia Pacific.