Chartered Accountants Ireland

We are delighted to be joined by Stephen Gillick & Patrick O’Connor of Mason Hayes Curran as guest presenters for the final in our series of four webinars on Retirement Planning with The Institute of Chartered Accountants.  This webinar will provide an overview of some upcoming developments in the Irish Pension landscape and how they might impact both Trustees and scheme members.

To book your place click here

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

• The IORP II Directive (or Regulations if published): What it means for Trustees.
• Trustee responsibilities at the point of retirement.
• Individual trusteeship vs professional trusteeship.
• Whole-of-life PRSA.
• Potential replacement of the ARF.
• Treatment of ARF assets for inheritance tax purposes.
• Possible cessation of Buy-Out-Bonds and Retirement Annuity Contracts.
• Advice at the point of Retirement.

Key learning outcomes

• Better understand the potential upcoming legislative changes affecting pensions in Ireland.
• Have an improved knowledge of the various pension structures available and how these may be affected.
• Understand better the responsibilities of Trustees to their members when they retire.

Speakers

Stephen Gillick has extensive experience in advising trustees, sponsoring employers and pension providers on a range of issues, including pension scheme establishment and restructuring, pensions specific data privacy advice, pension scheme funding and de-risking exercises. Stephen is a member of several industry bodies and sits on the Pensions Council that is a statutory body that advises the Minister for Employment Affairs and Social Protection on matters relating to policy.

Patrick O’Connor joined the firm in 2019 having previously worked for four years, as an in-house solicitor with a large pension provider and professional trustee company. Patrick advises trustees, pension providers and employers on all aspects of pension law, including the drafting and amendment of scheme documentation, the interpretation of pensions legislation and Revenue compliance. Patrick is a Council Member of the Association of Pension Lawyers in Ireland and of the IAPF Investments Committee.

Emer Kirk 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.