While Self-Administered pension structures offSelf-Administered Pensions - Key Client Considerations

Summary

While Self-Administered pension structures offer clients the choice of a wider range of asset classes than traditional insurance company pension plans, these additional benefits need to be considered in the context of a client’s broader retirement planning objectives.


Join Harvest Financial Services who will explore the key considerations for clients when deciding on their retirement funding strategy.

Venue details:  
Webinar, Online,
Start date & time:  
25 March 2021 14:00
End date & time:  
25 March 2021 15:00
Price:  
By registering for this course you have accepted the terms and conditions
CPD hours:  
1.00
Speaker details
First nameLast name
Andy Dixon
Emer Kirk

Description

Product type:  
CPD course
Category:  
Practice and business improvement, Tax

Format

This course will be delivered via Zoom on Thursday 25 March 2021 from 2pm to 3pm. The Zoom link will be emailed to participants before the course is due to take place.

Who Should Attend?

This course is suitable for accountants, auditors, and other business professionals, both from small and mid-sized practices and in business, from the Republic of Ireland.

Course Overview

  • IORPS II Implications on Self-Administered Pensions.
  • 'Insured' vs Self-Administered Pensions.
  • Fund Accumulation Strategies.
  • Retirement Planning Considerations.
  • Liquidity and Asset allocation.

Key Learning Outcomes

By the end of this course, participants will be able to:
  • Understand the implications on Self-Administered pensions of potential upcoming legislative changes.
  • Gain a better understanding of the comparative advantages and disadvantage of Self-Administered Pensions compared to traditional Life company pension plans.
  • Understand some of the Retirement Planning implications of Self-Administered pensions.

Speaker Bio's

Emer Kirk, Associate Director, Harvest Financial Services -Emer specialises in providing retirement planning advice for private clients approaching and during retirement. Emer has 18 years' experience in the pensions industry. She is an Associate of the Institute of Taxation, a Qualified Financial Adviser and a Certified Financial Planner Professionals (CFP®). Emer is co-founder of Connect Women in Pensions, a network who support the promotion of the importance of retirement planning for women

Andy Dixon, Business Development Manager, Harvest Financial Services -Andy joined Harvest Financial Services in 2018 as Business Development Manager and has 17 years' experience in the Irish Pensions Industry. Andy works with new clients, accountants, solicitors and other professional referrers to provide retirement planning and wealth management solutions. Andy has attained the QFA, FLIA and RPA designations and is a Certified Financial Planner. Andy sits on the Life Insurance Association Dublin Committee and is past Chair of the North East Regional Committee.