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PAW23 · Session 3 Registration

Approaching Retirement

28 Sep – Thursday: 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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The C-suite guide to retirement

Your destination is in sight. And while there are still a few stops to go it’s important to get your head around that final destination (and beyond!). You’ve worked hard for many years so it’s important that your pension is sufficient to suit the lifestyle you want and deserve in retirement. A little planning while on the road is worth the effort before you reach your destination.

This session, designed exclusively for executives approaching retirement, aims to make your transition from work to retirement smooth and enjoyable by carefully considering the relevant issues.

Speakers

Session 3 Key Speakers

Gráinne Seoige

Gráinne Seoige

PAW Host

Gráinne Seoige is a journalist, news anchor and documentary and entertainment television presenter. Having worked with TG4, TV3, RTÉ One, RTÉ2 and Sky News Ireland Gráinne is a highly experienced host to facilitate this discussion for Pensions Awareness Week.

Session 3: Approaching Retirement: The C-suite guide to retirement

Paul Kenny

Paul Kenny

KPC

Paul Kenny spent more than 34 years in the pensions industry before being appointed as Ireland’s first Pensions Ombudsman in 2003. He retired from that position in May 2016. Paul was a founder Fellow of the Irish Institute of Pensions Management, a Director for ten years of the Retirement Planning Council of Ireland and its Chairman for three years. He has written and lectured extensively on pensions and related matters.

Session 3: Approaching Retirement: The C-suite guide to retirement

Declan Allen

Declan Allen

Allen Retirement & Finance

Declan is a Qualified Financial Advisor and Pensions Trustee Practitioner and has over 35 years' experience in the Pension & Investment industry. He worked for several large brokerage houses including Mercer, Aon Consulting and FBD in Ireland and Australia before founding Allen Retirement & Finance based in Ranelagh, Dublin, which specializes in investments and pensions for individuals and companies. Declan is an avid golfer and recently completed his captaincy duties at Castle Golf Club.

Session 3: Approaching Retirement: The C-suite guide to retirement

Alan McCarthy

Alan McCarthy

Standard Life

Alan has been working in financial services for over 25 years and has a wealth of experience in investments, pensions and financial planning. As Head of Distribution for Standard Life – a life savings company that specialises in retirement, he is a strong advocate for the significance of financial planning and guidance. He promotes a comprehensive approach that harmonizes financial advice with personal journeys. Alan has a MA in Economics, an MSc in Financial Services – in addition he is a Certified Financial Planner and a Qualified Financial Advisor.

Session 3: Approaching Retirement: The C-suite guide to retirement

Kelly-Anne Quinn

Kelly-Anne Quinn

LIA

Kelly-Anne Quinn is a recently qualified Certified Financial Planner™ professional and graduate with LIA, and founder of Life Planning with an extensive background in financial planning. With several years of hands-on experience in the field, Kelly-Anne has honed her expertise, particularly in the realm of retirement planning. Kelly-Anne's journey into the financial world began with a passion to help individuals and families navigate the intricate pathways of personal finance, ensuring a secure and fulfilling future. Over the years, she has gained a reputation for crafting bespoke financial strategies tailored to her clients' unique needs and aspirations. Her comprehensive understanding of wealth management, coupled with her specialist knowledge in retirement planning, positions her as a trusted advisor for those preparing for and transitioning into retirement.

Session 3: Approaching Retirement: The C-suite guide to retirement

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