Format
This course will be delivered via Zoom on 17th September 2025 from 1.30pm to 2.30pmm. The Zoom link will be emailed to participants the day before the course is due to take place.
Participants shoud note
this session will not be recorded,
Who should attend
This course is suitable for individuals who are approaching retirement age and anyone interested in learning more about pension planning. It is particularly beneficial for those who want to take control of their retirement planning and ensure they have a secure financial future
Course overview
This course will cover the following topics:
- Calculating retirement needs
- Pension investment options
- Tax implications of pension planning
- Strategies for maximizing pension benefits
- Managing pension risk
Key Learning outcomes
By the end of this course, participants will be able to:
- By the end of this course, participants will be able to:
- Make informed decisions about pension investments
- Understand the tax implications of pension planning
- Implement strategies to maximize their pension benefits
- Manage risks associated with pension planning
- Apply knowledge through case studies and practical example
Speaker Bios
Rose Leonard , Zurich - Rose has extensive experience of working with employers and trustees on the design and implementation of their group pension schemes and the ongoing service delivery and communication of employee benefits. She is former President and a fellow of the Irish Institute of Pensions Management (IIPM). Rose holds a MSc in Business and a Postgraduate Diploma in Corporate Governance from UCD Smurfit School. Rose is a director of Zurich's Master Trust
Graham Cashell, Zurich - Graham has an excellent understanding of operations, investments and service delivery of corporate pension schemes having held various responsibilities in his 21 years with Zurich. Graham has clear insight into supporting employers in running corporate pension schemes and educating and engaging employees to understand the steps they can take to have effective retirement plans. Graham has a MSc from UCD in Economic Science and holds the Qualified Pension Trustee (QPT) designation
Laura Kerr , Zurich - Laura has 18 years' experience in the pension industry. With considerable experience in consultancy roles, Laura has clear insight into supporting employers in running corporate pension schemes and educating and engaging employees to understand the steps they can take to have effective retirement plans. Laura is a graduate of Queens University, Belfast, an Associate of the Irish Institute of Pension Management (AIIPM) and holds a Qualified Pension Trustee (QPT IIPM) designation
Note for Legacy CPA Members
Members who joined Chartered Accountants Ireland following the amalgamation on 1 September, please continue to book on the CPA Portal here
to ensure you receive your member discount.
Contact us
If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at
(+353) 01 523 3930.
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