OVERVIEW
Join us for a dynamic morning of insights at Managing Wealth 2026 - Confidence Through Change, where leading professionals will explore key issues shaping today’s retirement and investment landscape. Sessions will cover tax considerations for retirees with foreign income and assets, the early impact of Ireland’s Auto-Enrolment rollout, and how market volatility and economic uncertainty are influencing investor behaviour and retirement planning. Bringing together perspectives from across tax, financial planning, and investment, this event is designed to help financial professionals navigate change with confidence.
It’s also a great opportunity for the CFP® Community to get together for this hybrid event by joining in person.
- Tax Implications for Retirees with Foreign Income and Assets: Key considerations for managing cross-border tax obligations and protecting retirement income.
- Auto-Enrolment in Practice: Early insights into how AE is reshaping Ireland’s retirement landscape, including emerging challenges, employer responses, and adviser strategies.
- Investing in the Current Economic Environment: How market volatility and economic uncertainty are influencing investor behaviour and reshaping retirement planning.
DETAILS
Date: Tuesday, 26 May 2026
Time: 10.00 am - 1.00 pm
Location: In person - Camden Court Hotel, Dublin 2 & Online via Zoom
CPD: There are 3-hours of CPD available for this event in categories: 1,2,3 and CFP® designation
Price: LIA Members - €110
Stay Informed
Stay ahead of industry developments with expert insights on regulatory change, auto-enrolment, and emerging risks in retirement planning.
Practical Insights
Gain actionable strategies and real-world perspectives to support clients through changing regulations, market volatility, and retirement decisions.
Speakers
Hear from a diverse lineup of industry experts sharing practical experience, insights, and perspectives on navigating change with confidence.
CPD
Earn 3 hours Continuing Professional Development (CPD) to maintain your professional credentials while deepening your industry knowledge.
Networking
Build meaningful connections with peers, industry leaders, and experts through structured networking sessions and informal discussions.
Personal Development
Strengthen resilience, personal effectiveness and leadership presence to perform with clarity, confidence and sustained impact.
Stephen Gillick is Partner & Head of Pensions at Mason Hayes & Curran, advising on pension scheme establishment, restructuring, de-risking, and mergers. He has extensive experience supporting trustees and operators, and regularly advises on pensions in corporate transactions, as well as the impact of legislation such as DORA and GDPR, and emerging developments like the impact of AI on pension schemes in Ireland.
Niall Fitzgerald has over 24 years’ experience with Zurich and previously worked as a Senior Pensions Consultant advising clients, employers and trustees. He has extensive experience across all aspects of pension provision and has recently focused on auto enrolment solutions for employers. Niall holds QFA and RPA designations, is an associate of the IIPM, and a Qualified Pension Trustee.
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Registration, Networking and Refreshments
9:00 AM - 10:00 AM
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Opening Remarks with Emer Kirk, FPSB Ireland
10:00 AM - 10:05 AM
Emer Kirk
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Tax Implications for Retirees with Foreign Income and Assets
10:05 AM - 10:55 AM
Finola O’Hanlon
Returning to Ireland to retire from abroad (including the UK and US) involves considering the tax treatment of income and gains from assets located in Ireland and abroad, managing potential double tax, and actions to consider before returning to live in Ireland. It also involves understanding the tax implications of the make-up of the retiree’s asset portfolio, including the impact on the family’s potential future exposure to foreign inheritance/estate taxes and the actions to consider.
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Auto‑Enrolment in Practice: How AE Is Reshaping Ireland’s Retirement & Advice Landscape
10:55 AM - 11:45 AM
Niall Fitzgerald and Stephen Gillick
Six months into Ireland’s Auto‑Enrolment (AE) rollout, its impact on employers, employees and advisers is already clear. In this session, Niall Fitzgerald and Stephen Gillick will outline emerging issues - from taxation queries and minimum‑standards pressures to evolving employer behaviours and new participation patterns across the market. They will share real‑world insights, challenges and likely developments as AE becomes embedded in the retirement landscape, before joining a moderated discussion on how advisers can best navigate this rapidly changing environment.
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Networking
11:45 AM - 12:00 PM
Grab a coffee and network with peers.
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Investing in the Current Economic Environment: Navigating Market Volatility and Rethinking Retirement Strategies
12:00 PM - 12:55 PM
Kevin McConnell
Current market volatility and economic uncertainty are influencing investor behaviour and financial decision-making, while retirement readiness is being viewed through a new lens.
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Closing Remarks
12:55 PM - 1:00 PM
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