Planning your retirement Conference

Event Details


Date and Time

Thu, 10 February 2022

12:00 - 14:30


Online via Zoom

Event Details


Date and Time

Thu, 10 February 2022

12:00 - 14:30


Online via Zoom

Event details

Planning for life after retirement or making sensible provisions for your future is probably one of the most important things you will ever do.

This event will provide you with the information and support you need to look to the future with confidence.

This conference will aim to provide a holistic approach and will look at financial preparations as well as beyond.

Reitirement Agend

Financial planning for retirement

Bernard Walsh, Head of Pensions & Investment at BOI Investment Markets, will look at what the person wants and needs financially taking investment and pension issues into account.

Volunteering in retirement

Volunteering in retirement has benefits for the individual, the organisation and the community. Vicki, Learning and Capacity Building Officer with Volunteer Ireland, will talks to us about these benefits as well as:

  • What volunteering is;

  • What types of areas are available to volunteer in and what roles are within those areas;

  • We explain the process of becoming a volunteer; and

  • How people are supported to find the most suitable role for them.

Preparing yourself for retirement

Planning for retirement is one of the most important things we will do as working adults. It is important to embrace a more rounded approach as we transition to this stage of life.

Brian Mooney, End of Career Guidance Counsellor with Standard Life, will help future retirees think about the skills and sense of purpose they can carry with them and further develop in retirement.

He’ll also explore the importance of starting the retirement conversation, future planning and the role of social engagement and relationships.

Emotional wellbeing

When we consider a change of life stage, in addition to the very necessary practical goals and decisions we have to make, it is important to set goals and intentions around how we want to feel. In this session we will look at emotional wellbeing and the elements of life satisfaction and consider how we can set ourselves up to flourish in retirement.

The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices. The link to join the event will be emailed to registered members on the day of the event.

The registration for the event will close once we reach capacity or at 2pm the day before the event. 

There is 0.5 CPD hours for;

QFA – relevant to Pensions category only

APA (Pensions)

Grandfathered CPD member - relevant to Pensions category only

Registered Stockbroker relevant to Pensions category only

Retirement Planning Professional


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

Jane Perry

Organisational Psychologist, Leadership Coach, Group Facilitator and Mindfulness Therapist

Jane is an Organisational Psychologist and Leadership Coach with over seven years’ experience coaching and mentoring individuals, groups and teams. She specialises in developing personal and leadership strengths and, in doing so, facilitates Leaders, Managers, Professionals and Teams to be self-aware, stronger, more confident and notably more effective. Her coaching clients come from Retail, Finance, Education, Tech, Not-for-Profit, Pharma and the Food industry as well as a number of Public Sector Authorities and Agencies.

She is also a member of the coaching panel with three large private organisations and two Public Sector organisations. In 2020, Jane was awarded the EMCC Global EIA Senior Coach Practitioner Certification which demonstrates extensive coaching experience and an advanced level of knowledge and applicability within the coaching profession.

Jane is predominately a strengths-based coach who specialises in Positive Leadership, Resilience, Culture, Constructive Work-place Relationships and Conflict Management. Using a strengths approach provides her clients with real insights into their values and preferred ways of working: It is like learning a new and empowering language for self-awareness, other-awareness and confidence. Jane also delivers Leadership and Management training to the business community through IBEC and is a course tutor with one of Ireland’s career training and development institutions on their accredited Leadership and Executive Coaching programme.    

Jane’s coaching ability is supported by 25 years of senior management experience in Banking and Insurance. She has extensive sales management experience and has managed large teams and strategic project over her 1st career. This experience, combined with her coaching experience and psychology background facilitates an experience which is rich, practical and useful for her clients

Professional Qualifications & Skills

  • MSc Applied Positive Psychology (MAPP) 1st Class Honours

  • P.G. Dip. Personal Construct Psychology (Psychotherapy)

  • Diploma in Executive and Leadership Coaching

  • Diploma in Corporate Wellbeing Coaching

  • Level 6 QQ1 Training Delivery and Evaluation 

  • Test User: Occupational Ability Test User: Occupational Personality

  • Accredited Strengthscope Practitioner


  • British Psychological Society (BPS)

  • European Coaching and Mentoring Council (EMCC).

Jane Perry

Vicki O'Connell

Learning and Capacity Building Officer, Volunteer Ireland

Vicki is the Learning and Capacity Building Officer with Volunteer Ireland. Her main role is to enable volunteer involving organisations to develop capacity to support their volunteers through training and tools such as the volunteer impact assessment. In addition to this, she is involved in Erasmus+ European Projects with partners across Europe on several topics with regards to furthering volunteering in all areas.


Vicki’s professional background is mainly with Not-for-Profit organisations where she has worked closely with volunteers and has extensive training experience. She has also worked with Meath Volunteer Centre.


She is passionate about volunteering and increasing the accessibility of volunteering for the whole community. She has volunteered in a variety of roles over the last 20 years and is currently enjoying her time as a support line volunteer with Aware and loves the odd bit of beach cleaning.

Vicki O'Connell

Brian Mooney

End of Career Guidance Counsellor, Standard Life

Standard Life’s, End of Career Guidance Counsellor, Brian Mooney, with his decades of experience brings a unique perspective and skillset which enables him to guide those approaching retirement towards a fulfilling and rewarding second life.


Brian is one of Ireland’s most prominent guidance counsellors, a regular media commentator and an Irish Times educational columnist. Brian himself retired in 2019 after 43 years in Dublin secondary school, Oatlands College.

Brian Mooney