Webinar 5 - PRSA and Master Trust Pension Planning Deep Dive

Webinar 5 – PRSA and Master Trust Pension Planning Deep Dive

Thursday 23rd of October 2025 @ 09:00 AM

CPD Hours: 1, for live attendance for the duration

€30.00

 

Date: Thursday 23rd October 2025  |  Time: 9am – 10am  |  Speaker: Kevin Fitzsimons

Category:

Description

We’re excited to welcome Kevin Fitzsimons from Irish Life for a deep dive into PRSA and Master Trust Pension Planning, covering:

  • Why there’s no longer a one-size-fits-all pension product for Company Directors and how to make the right recommendation.

  • The limitations of each product and how to navigate this dilemma.

  • Pros and cons of both PRSA and Master Trust options, including common pitfalls to avoid.

  • How to combine PRSA and Master Trust products in parallel to deliver optimal client outcomes.

  • The impact of PRSAs on maximum funding calculations.

  • Recent increases to the SFT and why some clients may not benefit.