CPD Bootcamp: Key Pension Considerations for Mid‑Career Professionals
Event Details
Free to Members
Date and Time
Thu, 28 May 2026
12:00 - 13:00
Location
Your event link is available via IOB Learn
Event Details
Free to Members
Date and Time
Thu, 28 May 2026
12:00 - 13:00
Location
Your event link is available via IOB Learn
This bootcamp is designed to give you the clarity, confidence, and practical guidance needed to take control of your pension at this pivotal stage of your career. Whether you're progressing into leadership, balancing financial commitments, or reassessing long‑term goals, this session will equip you with the insights you need to stay on track.
Our speaker, Karena Duane, will walk attendees through five key considerations:
1. Why Should You Care About Pensions at the Mid‑Point of Your Career?
Karena will highlight why your mid-career years are often the most impactful time to shape your retirement outcome. She’ll explore the power of compound interest, the benefits of earlier action, and challenge the perception that pensions only become relevant later in life.
2. How Much Should I Have Saved by Now?
Attendees will receive practical guidance on contribution expectations, how to optimise employer pension schemes, and what steps you can take if you feel behind. Karena will emphasise why it's never too late to build stronger financial foundations for the future.
3. What Happens If I Have Changed Jobs Along the Way?
Karena will explain the implications of job changes, including pension portability, preservation options, and consolidation. She’ll provide clear advice to help you make informed decisions when managing multiple pension pots.
4. Understanding Pension Investment Choices
We’ll explore how pension funds are invested, what different risk profiles mean in mid‑career, and how sustainable or ethical investing can align with your values. Attendees will gain a clearer understanding of the investment choices available within their scheme.
5. Common Pension Pitfalls and How to Avoid Them
Karena will review frequent mistakes such as opting out, overlooking employer contributions, misinterpreting auto‑enrolment, and neglecting regular statement reviews.
Attendees will leave with practical actions to strengthen their long‑term position.
This event will automatically close midnight the day before or if its fully booked.
There is 1 CPD hour for the holders following designations:
QFA (Pensions only)
CPD Member (Pensions only)
Registered Stockbroker (Pensions only)
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
Wealth Management Professional
Retirement Planning Professional
Accredited Professional Pension Trustee (Pensions only)
Karena Duane
Director of Financial Planning, Fenero Financial Advisors
With nearly 25 years of hands-on experience, Karena is an expert in pension advice, helping a wonderful mix of clients through the years, from PAYE customers to company directors. As the manager of Fenero Financial Advisors , she and her team are providing tailored Financial Planning Advice for Contractors, ensuring her clients feel confident navigating the sometimes-tricky pension landscape in Ireland.
Karena’s passion for pension planning shines through her dedication to continuous learning. She loves collaborating with her team and clients to keep everyone updated on the latest developments and potential challenges in pension regulations so they can make informed decisions. As a Certified Financial Planner (CFP) and a proud member of the Financial Planning Standards Board, Karena is all about ensuring her team are delivering personalised pension advice that truly fits their client's unique needs and dreams.
With an MBA from Trinity College Dublin, she's enthusiastic about weaving in the latest industry trends and best practices into her advisory services. Beyond her consulting role, Karena actively contributes to the community through her involvement with The Pension Authority Technical Support Board and as a Board member of Venture Out, a not-for-profit social enterprise.
