The Retirement Practitioner Forum is one of the highlight events of the year, exclusively for Retirement Planning Advisers (RPA), focusing on the nuanced world of pensions. This year, we're delighted to welcome Eleanor Hendy as the event's host, leveraging her extensive experience in retirement planning to guide our discussions.
Our agenda is designed to provide practical insights, regulatory updates and strategies important to pension planning. We will explore the recent pension changes, what's next in terms of the IDPRTG report and recommendations, the Auto Enrolment Bill, the most common pension complications that arise for advisers and much more.... '
Event Highlights:
Exploring Hot Topics: Dive into current updates with our industry expert speakers and gain valuable insights into some of the most common mistakes made in pension planning.
Engaging Discussions: This event fosters an interactive environment where participants are encouraged to put forward questions, offering a valuable opportunity to gain new insights.
Practical Lessons: Learn from real-life examples and explore best practices that can be applied in your advisory work to enhance your client conversations.
Future-focused Discussion: Equip yourself with knowledge about the latest developments shaping the future of retirement planning.
Eleanor Hendy
Eleanor Hendy, Pensions Manager with Dunnes Stores.
With over 30 years’ experience in the Pensions sector, Eleanor brings a wealth of knowledge and experience to this event. Currently the Pensions Manager for Dunnes Stores, her career includes significant roles such as Technical Support Manager at New Ireland/Bank of Ireland Life and Operations Manager and Company Secretary at General Investment Trust DAC. Eleanor has herself spoken at many industry seminars and was a previous Board Member and President of LIA.
George Nolan
George Nolan, Technical Development Manager of New Ireland's Life and Pensions Technical Team.
George delivers specialised technical support and business solutions for New Ireland’s Customer Service teams, commercial division, and its three distribution channels. His contributions encompass leading pension webinars, seminars, and training programs nationwide, in addition to crafting technical newsletters and updates. With a rich background of over 25 years in the Life & Pensions sector, George is an active participant on the Insurance Ireland Pension Committee and the IAPF DC Committee. He also serves as a trustee for the Lifetime Group Retirement and Death Benefit Plan.
Kevin Fitzsimons
Kevin Fitzsimons, Pensions Development Manager at Irish Life.
Kevin is known for his dedication to expanding the pensions business throughout Ireland. Kevin collaborates closely with brokers and financial advisers offering them the support they need to uncover and develop new pension opportunities. Kevin's role involves providing day-to-day technical and sales support, where he shines by highlighting promising areas for new business. He is adept at helping brokers refine their messaging on pension funding and planning, ensuring that complex concepts are communicated effectively.
Ian Devlin
Ian Devlin is a Partner and Head of Pensions in William Fry's Employment & Benefits team.
Ian advises national and multi-national companies, regulatory bodies and pension scheme trustees on all areas of pension law, including restructuring and winding-up, scheme mergers, overseas pension transfers, investment, dispute resolution, scheme documentation and pension products. Ian has extensive experience in advising trustees and employers on various forms of liability management exercise, ranging from enhanced transfer value exercise to bulk annuity buyouts.
Jane Barrett
Jane Barrett is an Associate on the pensions team in William Fry.
Jane qualified as a Solicitor and as a “Qualified Pension Trustee” (Irish Institute of Pensions Managers) in 2016 and last year completed the Law Society of Ireland Certificate in Pensions Law and Applied Trusteeship.
Jane has experience advising trustees and employers on a wide range of issues arising in relation to occupational pension schemes and drafting scheme documentation.
Date: 25th April 2024
Time: 9.00am - 12.00pm
There are 3 hours CPD available for this event in the categories below:
2, PTP and CFP.
This event will be delivered online via Zoom.
Once you have registered, the access link will be automatically shared with you by email. (Please note this link will be emailed to the email address noted on your LIA account.)
Can't attend live? No problem! Register now and watch the recording at your convenience to still earn CPD hours (after completing a short MCQ quiz). The recording will be available within 7 days of the event under the 'My Events' tab on your LIA dashboard.
Never miss out on key insights and updates - enhance your knowledge at a time that suits you!