Members Financial Wellness – Event Recap

Thank You for Joining Our Financial Wellness Lunch & Learn

A big thank you to everyone who joined us for our recent Financial Wellness Lunch & Learn. It was fantastic to see so many members taking a very short time out of their day to attend, connect, and learn more about practical financial wellbeing for both business owners and employees.

The session offered valuable insights across personal finance, business finance, and pension planning, with a number of important takeaways for attendees.

Key takeaways from the session

Protecting your financial information

One of the strongest reminders from the session was the importance of staying vigilant when it comes to financial security. Attendees were encouraged to never share account details, passwords, card information, or one-time passcodes, and to always stop, think, and verify if something feels suspicious.

Understanding your loan options

Different loan options suit different needs, and the right choice will depend on factors such as access, flexibility, and long-term goals. The session highlighted the value of understanding what options are available and choosing a route that best supports your personal or business circumstances.

Auto-enrolment is here

With Ireland’s new workplace pension requirements approaching, auto-enrolment was a key topic of discussion. Employers need to be aware of upcoming obligations, contribution timelines, and compliance responsibilities so they can prepare properly and support their teams.

Early preparation makes a difference

A clear message throughout the event was that early preparation matters. Budgeting now and reviewing pension choices early can help both businesses and employees make more informed decisions over time.

Thank you to our speakers

A special thank you to Niamh and Emma from PTSB and Gareth from Lynx Financial Services for sharing their expertise with the group. Their insights made the session both informative and practical, and we are grateful for the time and knowledge they brought to the event.

If you have any questions for the speakers, you can find their contact details below:

niamhs.kenny@ptsb.ie

emma.lohan@ptsb.ie

gareth@lynxgroup.ie

Join us at next week’s event

If you would like to keep the learning going, we would love to see you at next week’s event:

SME Owners’ Series: Cost Control Strategies for SMEs
Thursday the 25th of June
Bridge Enterprise Centres, Nutgrove

You can book your seat here.

Thanks again to everyone who came along. We hope to see you again next week.