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Chartered Accountants Pension Update

by | Apr 24, 2017 | LATEST NEWS |

 

Metis Ireland were recently asked to host a Pensions update for the Chartered Accountants in Carlow and Kilkenny and as we like to do in Metis Ireland we wanted to offer attendees something a little different than the usual Pensions CPD update.

We had 4 speakers on the night that spoke on an array of Financial Planning issues;

John McInerney, Pension Technical Manager with Aviva, gave a “Pensions Masterclass” discussing the changing landscape of the pensions legislation in Ireland and some of the potential opportunities and threats for potential investors that are on the horizon.

Cian Callaghan, Head of Financial Planning at Metis Ireland, spoke about a new era of financial planning. The use of financial planning software to help create long term plans for investors is changing the shape of our industry. At Metis Ireland we embrace change at every opportunity especially when it can add immediate value to our clients.

Ian Cooke, Private Client Manager at Metis Ireland, presented a case study and spoke about how we tie pensions technical knowledge in with financial planning software to implement holistic financial plans for our clients.

Finally Gary Connolly of Icubed, presented “Are you being fooled by randomness” the talk looked at the performance of fund managers against the market and in line with the Metis Ireland investment philosophy showed that a lot of what active fund manager claim to be skill is actually luck.

This event was extremely well attended by over 20 accountants from the Carlow/Kilkenny region who remained engaged for the 2 hour duration.

Disclaimer

Metis Ireland Financial Planning Ltd t/a Metis Ireland is regulated by the Central Bank of Ireland.

All content provided in these blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always engage the services of a fully qualified independent financial adviser before entering any financial contract. Metis Ireland Financial Planning Ltd t/a Metis Ireland will not be held responsible for any actions taken as a result of reading these blog posts