Driving Impact with Tailored Pension Advice
Event Details
Free
Date and Time
Mon, 19 January 2026
12:00 - 13:00
Location
Your event link is available via IOB Learn
Event Details
Free
Date and Time
Mon, 19 January 2026
12:00 - 13:00
Location
Your event link is available via IOB Learn
Join IOB faculty member Jim Connolly as he shares practical insights on how pension advisers can adapt their approach to meet the diverse needs of clients—and why pensions are an essential conversation for everyone.
This event also offers a unique opportunity to experience content from the Professional Certificate in Retirement Planning, a one-module, Level 9 programme now open for applications.
There is 0.5 CPD hours for this event for the following designations:
QFA - (Pensions only)
CPD Member - (Pensions only)
RS CPD Member - (Pensions only)
Licentiate of Compliance Institute
Fellow of Compliance Institute (Compliance)
Wealth Management Professional
Accredited Professional Pension Trustee - (Pensions only)
Retirement Planning Professional
Jim Connolly
Head of Retirement Planning, AIB Private Banking
Jim is Head of Retirement Planning at AIB Private Banking having previously held the position of Head of Pensions at Goodbody and Standard Life.
He was appointed as a Pensioneer Trustee by Revenue in 2004 and now lectures in Retirement Planning for IOB and UCD. He specialises in exit strategies for high and ultra high net worth individuals
