CPD Bootcamp: Pensions and Auto Enrolment - an Update

Event Details

Free


Date and Time

Thu, 30 May 2024

12:00 - 13:00


Location

Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.

Event Details

Free


Date and Time

Thu, 30 May 2024

12:00 - 13:00


Location

Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.

Event details
+

Join IOB and Bernard Walsh, Pensions & Investment Director PwC, for an update on the implementation of the auto enrolment scheme.

Bernard will provide attendees with a general overview of the legislation – honing in on some of the key aspects – as well as a refresher on how the scheme will operate in practice. Bernard will explain the global context and examine some lessons learned from other jurisdictions.

The session will offer attendees some interesting reflections - such as whether the auto enrolment scheme will address the gender pay gap. Bernard will also compare auto enrolment with its alternative, the master trust, from the point of view of tax efficiency.

There is 1 CPD hour for the following designations:

  • QFA- (Pensions)

  • APA- (Pensions)

  • RS- (Pensions)

  • LCI

  • FCI Compliance

  • WMP

  • RPP

Bernard Walsh

Director - Pensions & Investments in PwC

Bernard Walsh is Director - Pensions & Investments in PwC, Ireland's largest professional services firm. He has previously worked for Bank of Ireland, Ulster Bank, Barclays and TSB and is a regular commentator in the media on pensions and investing matters.

With over 25 years experience in life and pensions, he has a reputation for communicating what are often complex issues in a straightforward and accessible manner. He lectures in Investment Management for the SIA/CFP qualifications.

Bernard Walsh