Format

This course will be delivered via Zoom on 10th September 2025 from 1.00pm to 2.00pmm. The Zoom link will be emailed to participants the day before the course is due to take place.

This course will follow the Virtual Classroom format. The online interactive live sessions will utilise the functionality of our online learning platform and will be an engaging, collaborative manner of learning. This session will not be recorded, and therefore attendance is required.

Who should attend

This course is ideal for anyone considering joining their employer pension plan or wanting to deepen their understanding of pensions

Course overview

Participants will gain an understanding of the following key topics:

• The basics of what a pension is and how it works.
• The importance of starting a pension early and the impact of compound interest.
• The role of employers in pension provision and how to maximize employer contributions.
• Tax benefits associated with pensions and how to take advantage of them.
• Resources and tools available for ongoing pension management and planning

Key Learning outcomes

By the end of this course, participants will be able to:

• Understand the basics of what a pension is and how it works
• Recognize the importance of starting a pension early and the impact of compound interest
• Practical steps to set up a pension and manage it effectively over time
• Maximizing contributions to pensions
• Take advantage of tax benefits associated with pensions
• Utilize resources and tools available for ongoing pension management and planning

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

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.