Programme

Annual Update

Educational material, not professional, tax or legal advice. Figures reflect Irish law as understood when written — check Revenue.ie or a qualified adviser before acting. Not affiliated with or endorsed by any professional body.

Start Here: Key Changes 2026-27What changed since 2023, the four labels every figure carries and the key dates to 2035.5 lessons

Economic and Financial Update 2026-27Rates, growth, jobs, inflation, housing and rent: the 2026 indicators and how to use them with clients.16 lessons

Regulation and Professional StandardsConsumer Protection Code 2025, IAF and SEAR, DORA, minimum competence, suitability and the EU AML transition.13 lessons

Life Assurance and State SupportsMortgage protection, unit-linked policies, bereavement benefits and the protection gap.6 lessons

Pensions and Retirement PlanningMyFutureFund, the PRSA BIK cap, IORP II, the State Pension transition and the Standard Fund Threshold.12 lessons

Investments, Markets and Personal TaxMarkets, deposits, shares and bonds, 2026 income tax and USC, CGT and CAT, fund tax and Budget 2027.20 lessons

General InsuranceMarket, Central Bank priorities, claims handling, the FSPO, personal injuries, cyber and motor.9 lessons

Private Health InsuranceThe 2025 market report, plans and switching, public eligibility and risk equalisation.7 lessons

Housing Loans and Associated InsurancesMortgage measures, State schemes, Help to Buy from October 2026, trackers and arrears.11 lessons

Consumer CreditUnfair terms, CPC 2025 for lenders, retail credit firms, hire purchase and PCPs.9 lessons

Debt Management and Financial DifficultyNational rent control, tenancies, budgeting, welfare, debt priorities and insolvency options.16 lessons

Credit UnionsGovernance, lending, the 2025 concentration limits, liquidity, capital, AML and board reporting.22 lessons

Quick Reference and Compliance Toolkit2026-27 quick-reference tables, how to verify a figure, checklists and official sources.18 lessons