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Event Description

On-Demand CPD

Over the course of our Pension Series, we explored some of the most significant and timely topics shaping Ireland’s pension landscape today. With regulatory changes, new structures, and the evolving role of pensions in financial planning, each session was designed to equip financial professionals with the knowledge they need to confidently navigate these shifts.

From PRSA funding to the future of Master Trusts and the landmark introduction of Auto-Enrolment, this series offered practical insights, clarity on complex issues, and a forward-looking perspective on what lies ahead for retirement planning in Ireland.

This event was hosted by well-known investment commentator Bernard Walsh (Pensions & Investment Director, PWC), who put timely and forward-looking questions to our expert panel: 

  • George Nolan, Head of Retirement & Technical Insights, New Ireland 

  • John Alford, Head of Workplace Advice Proposition, Irish Life 

 
Event Highlights

Hear expert commentary on emerging pension trends and regulation 

Get your questions answered live by industry leaders 

Explore how Master Trusts, Auto-Enrolment, and PRSAs are shaping the future 

Discover real-world scenarios and advice for client-focused pension planning 

 

Topics for Discussion

How is the transition to Master Trusts progressing – and what lessons can help advisers? 

Is consolidation among Master Trusts on the horizon for Ireland? 

How can employers meet Auto-Enrolment requirements using alternative structures? 

What are the pros and cons of PRSAs vs Master Trusts – and where do they fit? 

How can pension structures support clients in complex life scenarios – including directors, late starters, or those in ill health? 

With regulatory shifts ongoing, how can advisers give consistent, confident advice? 

What’s next for pension regulation in Ireland? 

 

Speakers

Bernard Walsh (MC)

Bernard Walsh is the Director of Pensions & Investments at PwC, Ireland's largest professional services firm.
With over 25 years of experience in life and pensions, he has worked for Bank of Ireland, Ulster Bank, Barclays, and TSB. Bernard is a regular media commentator on pensions and investing matters, known for making complex issues accessible. In addition to this, he also lectures in Investment Management for the SIA/CFP qualifications.

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George Nolan

As Head of Retirement & Technical Insights with New Ireland, George provides pensions technical support and business solutions for New Ireland and BOI Customer Service teams, Commercial division and three Distribution channels. This includes handling complex pension queries, running pension webinars, seminars and training programmes as well as preparing technical newsletters and updates issued to the market. George is currently leading out the technical aspects of the New Ireland and BOI IORPII implementation project for Corporate Pensions and One Member arrangements. George has over 25 years of experience in the Life & Pensions industry. He is a member of the Insurance Ireland Pension Committee and IAPF DC Committee. He is a trustee of the Lifetime Group Retirement and Death Benefit Plan and a regular presenter at LIA pension seminars. George is also lecturer for LIA on LIAs RPA programme

John Alford

 

John Alford has 20 years’ experience working in pensions and wider employee benefits and has worked in numerous roles across Marketing, Client Relationship Management and Product Development during his time in Irish Life.
John is currently Head Of Workplace Advice Proposition in Irish Life and is responsible for leading a team delivering retirement planning and wider financial advice to employees of Irish Life’s corporate clients. John is passionate about empowering pension plan members to robustly plan for retirement, as well as managing their wider financial needs to achieve holistic financial wellbeing.

CPD

This is an On-Demand CPD Event. It is a recorded session accessible at your convenience, offering the flexibility to view it at a time that suits you. CPD hours are awarded upon the successful completion of a brief multiple-choice quiz at the end of the recording. To qualify for CPD, it is required to achieve a minimum score of 19 out of 25 on the quiz. If you are unsuccessful in the quiz on your first attempt, there is an opportunity to retake it as many times as necessary.

This event serves as an ideal resource for professionals seeking to revisit critical highlights or deepen their knowledge of key topics, all while fulfilling their CPD requirements.

ACCESSING ON-DEMAND WEBSITE

HOW CAN I ACCESS THIS EVENT ON-DEMAND?
If you register for this event and find you cannot attend on the day, the event will be made available On-Demand within seven working days.
You can view the event On-Demand via LIA Elevate. To obtain CPD, you will be required to complete a short series of multiple-choice questions at the end of the recording. 
1. Click here  to log into your LIA account.
2. Hover over ‘LIA Elevate’ in the top navigation bar and select ‘My Events and On Demand Learning’.
3. Click “Go to your Learning Centre”.
4. The On-Demand module will appear for you to complete within your Learning Centre. This will only be available 7 working days after the event.

Cost

LIA Members: €0.00 
LIA Students: €25.00 
Non-LIA Members: €35.00