Retired Membership

Members who have reached Ireland ’s Normal Retirement Age, or have permanently ceased full-time or part-time employment, you may qualify for Retired Membership. 

Benefits of Retired Membership:  

Retired Members can continue to access LIA's member benefits and resources, at a much-reduced rate. For more details on our current membership fees, please visit the membership categories and fees page.

For a full overview of LIA ’ s member benefits, please click here.

Eligibility Criteria for Retired Membership:

To qualify for Retired Membership, a member must:

• No longer be engaged in full-time or part-time paid employment. Paid consultancy or advisory roles are treated as active employment.
• Self-certify that you are no longer in paid work as part of the Retired Membership application process.
• Be permitted to undertake voluntary work, provided it is unpaid and aligns with LIA ’ s guidelines.

Retired Membership Options:

LIA offers two options for Retired Members:

1. Retain Your LIA Designation(s):

Members who choose to retain LIA designation(s) must comply with the relevant CPD programme and will continue to receive the benefits of Qualified Membership at a reduced rate.

This option is most suitable for members who are no longer engaged in paid employment but wish to:

• Participate in honorary or voluntary work.
• Maintain their professional designation(s), knowledge and expertise.

2. Surrender Your LIA Designation(s):

Members who choose to surrender their LIA designation(s) may opt out of the CPD scheme and will receive Associate Membership benefits at a reduced rate.

This option is suitable for members who have ceased all paid employment and no longer wish to provide financial advice in any capacity.

Honorary and Voluntary Work:

Retired members who retain their LIA designation(s), may engage in voluntary work and must adhere to the same professional standards as a Qualified Members. While partaking in voluntary work, members must retain their professional designation(s) and meet their CPD requirements.

Examples of Voluntary Work;

• Serving on the board or committees of non-profit organisations.
• Providing mentorship or advisory services to financial professionals on a pro bono basis.
• Volunteering your professional expertise in financial literacy programmes

Conditions for Maintaining Retired Membership:

1. Annual Re-certification:

Members who have not yet reached Ireland ’ s State Pension Age must re-certify their employment status annually as part of the membership renewal process. This requirement remains in place until the member reaches the State Pension Age.

2. Employment Disclosure:

Members must notify LIA if they return to part-time or full-time employment. This ensures that membership status remains up to date and allows LIA to discuss any necessary adjustments.

Has your query been answered?

If you would like information that is not listed within this section of our website, please view our relevant FAQs. Alternatively, please contact us through Live Chat (available from 11am-4pm Monday - Friday) or by emailing membership@lia.ie for further assistance.