LIA

Earlier this week we had a great visit to Health Services Staff Credit Union!

We were delighted to have the opportunity to speak with 75 of the staff in their branches across Ireland about how LIA is supporting the Credit Unions in attaining their MCC Requirements.

Special thanks to their Learning & Development Co-Ordinator, Judy Dunne for the invitation and to all the team for the warm welcome!

We’re looking for a Head of Operations to join the team at LIA. 🌟

This is a key leadership role focused on driving operational excellence across the organisation, supporting strategic growth, and ensuring the smooth delivery of services to our members and students across Ireland.

Learn more about the role here: https://eu1.hubs.ly/H0vHQhc0

To apply for this role, please submit an application form here: https://eu1.hubs.ly/H0vHQdm0

Just 31% of employers believe their workforce is financially prepared for retirement, according to findings from The New Retirement Reality, a new research study carried out by the LIA, FPSB, IOB, Retirement Planning Council of Ireland and Amarach.

The research highlights a clear gap between short-term financial confidence and long-term retirement readiness. While many employees feel comfortable managing day-to-day finances, employers see a different picture when it comes to retirement planning.

The findings point to two key challenges, limited planning and awareness, and inadequate pension provision. While people are saving, many do not fully understand what those savings will mean in practice, or how they will translate into income in retirement.

This is already impacting employers, particularly in productivity, engagement and workforce planning. For individuals, it reinforces the importance of starting earlier and building a clearer understanding of future financial needs.

As a contributing partner to the research, LIA believes education and professional financial guidance have a critical role to play in closing this gap.

You can read the full report here: https://eu1.hubs.ly/H0vGl8n0

We’re all set up at the Camden Court Hotel for Managing Wealth in 2026: Confidence Through Change, in partnership with FPSB Ireland and the Irish Tax Institute.

We’re delighted to be welcoming attendees in person this morning, while also connecting with hundreds of finance professionals joining us online from across the country.

It promises to be a morning of practical insights, expert perspectives and empowering conversations across tax, investment and retirement planning.

Stay tuned throughout the day for highlights from our speakers.

Best of luck to all our QFA Loans, QFA Life Assurance, and Credit Union Practices students receiving provisional exam results today, after sitting the exams over the weekend. Please don’t hesitate to contact us with any queries on Live Chat on https://eu1.hubs.ly/H0vCfgt0, [email protected] or 01-456 3890

For more information on what’s next for you click here: https://eu1.hubs.ly/H0vCgQ40

FINAL CALL! Managing Wealth 2026: Confidence Through Change takes place tomorrow.

While in-person tickets are now sold out, there’s still time to join us online for a morning of expert insights across tax, pensions and investment.

In a time of market uncertainty, evolving regulation and changing client expectations, this important event will provide practical insights and strategies to help you support clients with greater confidence.

Secure your virtual seat now: https://eu1.hubs.ly/H0vBKX70

🗓️ Tuesday, 26 May
🕙 10am – 1pm
📍 Camden Court Hotel, Dublin 2
💻 Also live streamed via Zoom
🎓 3 hours CPD
💶 €110

With just 3 weeks to go and places filling fast, now is the time to secure your seat for LIA’s Credit Union Forum 2026 before they’re gone.

Built around the conversations we’ve been having with Credit Unions across the country, this year’s agenda focuses on the issues that matter most right now - from AI and cyber risk to regulation, payments, culture and member trust.

If you attend just one Credit Union event this year, this is the one you won’t want to miss.

👉 Register here: https://eu1.hubs.ly/H0vwGWS0

📅 Thursday, 11 June
⏰ 9.20am – 3.10pm (Registration and networking from 8:30am)
📍 The Johnstown Estate, Co. Meath
🎓4 hours CPD
💶 €110 for LIA members (€150 for non-members)

What separates a good advisory firm from a truly exceptional one?

Join us online next Thursday for ‘Building a World Class Wealth Management Business’, where Dimensional’s Peter Wozniak and Paul Catt-Camfield will share practical insights from their Global Advisor Study and decades of experience working with advisers worldwide.

You’ll learn:

- The key pillars of high-performing wealth management businesses
- Practical frameworks for assessing your own business
- The operational and strategic levers that drive sustainable success

🗓️ Thursday, 28 May | 10am – 11am | Online

FREE for LIA members | €35 for non-members

Find out more and register now: https://eu1.hubs.ly/H0vwJw10

Why do investors make poor decisions, even when they have more information and choice than ever before?

Join us tomorrow at 1pm for our CPD webinar ‘Behavioural Economics - The Psychology Behind Financial Decisions’ with behavioural finance expert Joe Wiggins, who will explore why emotions, overconfidence and short-term thinking so often drive financial decision-making - and what advisers and investors can do about it.

You’ll learn:

- Why forecasting financial markets is so difficult
- How overconfidence influences investor behaviour
- Why emotions dominate financial decision-making
- Why making long-term investment decisions is so challenging

🗓️ Thursday, 21 May | 1pm – 2pm | Online

1 hour CPD.

FREE for LIA members | €35 for non-members

Find out more and register now: https://eu1.hubs.ly/H0vtnF_0

Just 1 week to go until Managing Wealth 2026!

Join us next Tuesday, 26 May - in person or online - for a morning of practical insights from leading experts across tax, pensions and investment.

- Finola O’Hanlon on tax implications for retirees with foreign income and assets
- Stephen Gillick and Niall Fitzgerald on Auto-Enrolment in practice
- Kevin McConnell on investing in the current economic environment

With only a very small number of in-person places remaining, now is the time to secure your spot for this key event for financial advisers, planners and CFP® professionals.

👉 Find out more and register now: https://eu1.hubs.ly/H0vrR9_0

🗓️ Tuesday, 26 May
🕙 10am – 1pm
📍 Camden Court Hotel, Dublin 2
💻 Also live streamed via Zoom
🎓 3 hours CPD
💶 €110