Starting a pension

Starting a pension

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When over 900,000 Irish workers have no pension savings, it’s clear that the hardest part of pensions is making a start. This session will focus on the practical aspects of starting a pension.

Pensions for millenials

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Millenials have many competing demands on their money in Ireland. On top of that, millennials have a reputation as conscious consumers. How does a pension fit in and what does it look like?

Getting the most from your pension

What risk category am I, and why?

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In finance, risk and reward are closely linked. All choices involve some uncertainty, but how much risk should you take with your pension? Join this session to find out what’s right for you.

How to consolidate your pensions

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Most of us now change jobs many times in our careers. As you progress, it’s essential to keep track of old pensions. This discussion shows you how to combine your pensions, improving results, reducing costs, and simplifying your financial life.

Pensions and other essentials for parents in Ireland

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Parents have many demands on their money – not to mention their time! And these busy years are also vital for your career and earnings. This session identifies key areas to prioritise, from planning your pension to protecting your family.

Self-directed pensions: a personal view on making it work

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Choosing your own investments within a pension is more popular and easier than ever. But how to go about it? Join this session to hear how some pension savers have chosen to invest their money.

Self-directed pensions: a professional view on investment strategy

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Choosing your own investments within a pension is more popular and easier than ever. How would a professional investor go about it? Join this webcast to understand investment strategies from a money manager’s perspective.

Everything you need to know about topping up pensions for public servants

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Public servants have some unique pension considerations.  This discussion looks at how you can top up your pension using Additional Voluntary Contributions (AVCs), and how these affect your wider pension pot, especially at retirement time.

Approaching retirement

Investing your ARF

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For many of us, questions about how to manage our pension only begin as we retire. If you’re wondering how to invest your pension as you draw it down in retirement, this session is for you.

Approaching retirement 1 year out – top things to consider

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If you’re 12 months from retirement, a little planning and research now will help you avoid making important long-term decisions in a rush.  Join this discussion to understand the questions you should be considering.

Approaching retirement 5 years out – top things to consider

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Five years out from retirement, you still have time to implement changes that will improve your financial position. From late top-ups to investment approaches, we’ll help you identify actions for a comfortable retirement.

Approaching retirement 10 years out – top things to consider

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The decisions you take about your pension in the decade before you retire are critical to your wealth in retirement. We’ll help you identify actions you can take now for a comfortable retirement.

Ethical pensions

Your pension and the climate

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What can pension savers do to incorporate sustainability and climate concerns into their pension? Join this discussion with Jerry Moriarty, chairperson of Sustainable and Responsible Investment Forum Ireland, to find out more.

Investing your pension ethically

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There’s a world of ethical investment options out there, from clean energy to gender equality to funds that avoid certain industries. This session will discuss ways to invest your pension ethically, and the rise of ethical, social and governance (ESG) concerns.

Wellness & life events

Wellness technology

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Wellness technology is changing corporate approaches to wellbeing. This session looks at how new platforms can enhance staff wellbeing, and increase engagement with pensions and benefits, for on-site and remote-working teams.

What happens to my pension when I go on maternity leave?

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This session looks at the short-term effect of maternity leave on your pension. We’ll also touch on the longer-term financial implications of time out of the workforce, and whether career breaks should mean pension breaks.

Changing jobs or leaving service – Defined Benefits schemes

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When you change job, your pension options change too. If you’re leaving a job with a defined benefit pension, extra care is called for. How should you decide what to do with your old pension?

What’s a Pension Adjustment Order and how does it work?

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Divorce and separation can have a major impact on your finances, including your pension. This discussion will explain how Pension Adjustment Orders work, and how they affect your pension.

Changing jobs or leaving service – Defined Contribution schemes

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When you change job, your pension options change too. If you’re leaving a job with a defined contribution pension, you have several options. How should you decide what to do with your old pension?

Redundancy and your pension

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The last 18 months have seen huge change in the employment market, and many of us have changed jobs.  This discussion looks at how redundancy affects your pension and tax situation.

Pensions & your industry

Auto enrolment, PEPPs and regulatory change – what does it mean for me and my business?

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Auto-enrolment – where an employee worker will be automatically enrolled in a pension scheme when starting a job, is in the pipeline for Ireland for 2022. Next year will also see the introduction of Pan-European Personal Pensions. Tontine Trust intends to provide them. What do these regulatory changes mean for staff and how should employers plan for it?

Early years/ Later years – A masterclass on personal finance for professionals in the Early Years sector

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Ireland’s Early Years sector is finally getting recognition for the crucial role it plays supporting families and businesses alike.  But Early Years entrepreneurs and professionals need to secure their own financial position, as well as helping others.  The sector is labour intensive, highly regulated, and margins can be thin – so getting pensions right for staff, and extracting wealth as an owner is critical.  If you operate in the Early Years sector, this Masterclass shows you how.

Creative with money – Masterclass on personal finance for the creative sector

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It’s been a whirlwind 18 months for those working in the arts, creative industries, and all the professions that support it. Join this Masterclass with industry insiders and financial professionals to understand the impact of recent months on your finances and how you can respond to stabilise and improve your personal finance situation. This session will also cover budgeting, financial planning, and taking advantage of pensions as a freelancer/ self employed person.

Project Pension – maximising wealth for people working in professional services

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If you work in professional services you’re used to setting high standards, managing for results, and being bang up-to-date with industry changes. But can you say the same about your pension? There is money to be won and lost by taking a professional approach to your pension. This Masterclass is dedicated to helping people in professional services apply the standards of excellence and rigour to their financial lives that they are used to delivering professionally.

Programming your future – pension considerations in tech and rapid growth businesses

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Tech and rapid-growth businesses have some unique pensions and benefits challenges. Young and mobile workforces have different demands and expectations. And there may be competing demands for short-term benefits like RSUs and bonuses, making engagement difficult. If you have responsibility for pensions and people in a fast-growth business in Ireland, this Masterclass is for you.