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PAW23 · Session 1 Registration

Starting a Pension for Business Owners & Company Directors

26 Sep – Tuesday: Starts 13:00 (1pm)

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Important Information

The Retirement Dashboard, Know Your Number™ and any information generated through this website are provided for educational and information purposes only. They do not constitute financial advice, a recommendation, or a personal assessment of suitability.

The calculations, projections and illustrations shown are based on the information you provide and on a range of assumptions. Actual outcomes may differ.

If you choose to seek financial advice through Moneybox Financial Ltd, trading as Moneycube, or another participating adviser within Pensions Awareness Ireland, that advice will be provided by a regulated entity and, where required, will be supported by a formal Statement of Suitability in accordance with Central Bank of Ireland requirements.

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Nothing on this website, or generated through it, constitutes financial advice.

The information, calculations, projections and opinions presented are derived from information supplied by the user together with sources believed to be reliable. While every reasonable effort has been made to ensure accuracy, neither Dilucon Limited trading as Pensions Awareness Ireland ("Pensions Awareness Ireland") nor Moneybox Financial Limited trading as Moneycube ("Moneycube") warrants the accuracy, completeness or correctness of the information provided.

Pensions Awareness Ireland, Moneycube, and their respective directors, employees and representatives shall not be liable for any loss, damage, cost or expense arising directly or indirectly from reliance on any information, calculation, projection or opinion provided through this website, except where such liability cannot be excluded by law.

Figures, illustrations and commentary are for information and educational purposes only and should not be relied upon when making financial decisions. Personal financial advice should be obtained before acting on any retirement, pension, investment or financial planning matter.

Any regulated financial advice subsequently provided by Moneycube will be delivered separately and, where required, documented in a formal Statement of Suitability.

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Maximising benefits and planning for regulatory change

Directors and owners of small companies and business owners have unique opportunities to use pensions as a way to extract value from a company in a highly efficient manner. Whether you are starting from scratch, or want to improve on your existing pension arrangement, this webinar will help you get a grip on what pensions can do for your wealth through your company.

Separately there has been a large number of regulatory changes within the pensions sector which are having an impact on pensions for the self-employed. These include the introduction of advantages to using a PRSA over the single member executive pensions, to the pending introduction of auto-enrolment. Intended for owners and the self-employed, this session will focus on how some of the recent regulatory changes impact you and what practical steps can be taken by business owners to take advantage of them.

Speakers

Session 1 Key Speakers

Liz Dwyer

Liz Dwyer

PAW Host

Liz is an award winning journalist, serial entrepreneur and co-founder of Future Beauty, as well as a brand Ambassador for the likes of Google, Diageo, Bank of Ireland, Brown Thomas & many more.

Session 1: Starting a Pension for Business Owners & Company Directors: Maximising benefits and planning for regulatory change

Olive Ryan

Olive Ryan

Moneycube.ie

Olive is head of client services at online pensions and investments advisor Moneycube.ie. Her focus is on making financial services comprehensible, inclusive, and meaningful for people who want to take charge of their financial future. Prior to joining Moneycube.ie, Olive worked at Ulster Bank, for accountants BDO, and for Aviva.

Session 1: Starting a Pension for Business Owners & Company Directors: Maximising benefits and planning for regulatory change

Ger Tyrrell

Ger Tyrrell

Zurich Life

Ger is a pensions consultant at Zurich Life. He has over 12 years’ experience in the Pensions Industry, and has been with Zurich since 2011. In his current role, he provides advice to Financial Brokers and Advisors on the technical and legislative issues surrounding pensions. He is a graduate of University College Dublin and has also completed his QFA, RPA and most recently the Certified Financial Planner (CFP®) examinations in 2019. One of the many areas which Gerard specialises in is Retirement Planning for Business Owners.

Session 1: Starting a Pension for Business Owners & Company Directors: Maximising benefits and planning for regulatory change

Susan Wylie

Susan Wylie

PKF

Susan is one of the partners responsible for overseeing the business services and outsourcing side of the practice. The business services and outsourcing department provides accounting, management accounts, personal and corporation tax services to small & medium clients. The client range from start-up’s to owner-managed businesses and large corporate entities.

Session 1: Starting a Pension for Business Owners & Company Directors: Maximising benefits and planning for regulatory change

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