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December 20, 2024

20 years of FPSB: Celebrating global excellence and Ireland’s financial planning champions

The below article by Emer Kirk, CEO of FPSB Ireland, is re-produced from The FM Report (December 2024) This December marks a major milestone for the Financial Planni…

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Understanding Sequence Risk

Andy Ivory-Corr, CFP® and and Head of Investment Sales at New Ireland Assurance delves into the topic of Sequence Ris…

Championing Financial Planning and Advice

The following article was published in the Summer 2024 edition of European Pensions. Financial Planning Standard…

PRSA – The Future Pension Contract of Choice?

Hugh Maloney, FCA, CFP®, QFA, SIA and Managing Director of Quinlan Financial delves into PRSAs becoming the contract …

Financial Planning is Coming of Age

David Lunn MSc, CFP®, Grad Dip, QFA, SIA, Director Foundation Stone Financial Planning Limited highlights the value o…

FPSB Ireland celebrates 15 years delivering CFP® Certification

FPSB Ireland proudly marks 15 years of delivering the esteemed CFP certification programme. Recognised at the recent …

FM Report Partnership

We are delighted to announce a professional partnership with The FM Report, a publication that focuses on investor ed…

Managing Wealth in 2023

Ivan Kennedy, Managing Director at OBI Wealth Management provides a round-up of content from this year’s Managing Wea…

What’s your Plan?®

Catriona Coady, Head of Tax at Goodbody Wealth Management highlights the critical need for business owners to plan we…

Lost in translation P7RS5A

Jim Connolly, Head of Retirement Planning at AIB Private throws some light on the treatment of PRSAs post age 75. In …