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Everything below is set up for you by your own senior advisor.
Or Freephone 1800 808 808 and a senior advisor takes it from there.
Practical sessions on money, pensions, mortgages and retirement, delivered by qualified advisors at your workplace or online. Staff leave knowing what to do next.
How many staff, where they work and the topics you want covered. A senior advisor is in touch with a session plan.
Tax relief, contribution limits and the right plan differ between the three.
Stored securely, never sold. Used only to come back to you about your request.
A confirmation email is on its way to you, and a senior financial advisor is reviewing what you sent and will be in touch. Want to get ahead in the diary? Book your discovery call, or Freephone 1800 808 808.
Money worries follow people to work. Our money management sessions give staff a monthly plan they can use the same day: what comes in, what must go out, what to save and which debts to clear first. We cover building an emergency fund, paying down expensive credit and the tax credits people forget to claim.
Sessions use Irish figures and examples, not theory. Nobody is asked about their own finances in the room, and anyone who wants to talk privately can book a one-to-one session afterwards.
Most staff do not know what their pension will pay or what tax relief is worth to them. We explain it in euro: relief at 20% or 40%, the age limits of 15% to 40% of earnings, what the employer puts in, and what auto-enrolment means for anyone with no pension at work.
For staff in their fifties and sixties, a pre-retirement session covers the retirement lump sum, where the first €200,000 is tax free, the choice between an ARF and an annuity, and how the State pension fits in.
Staff who understand their benefits value them. A pension briefing turns an employer contribution into money people can see growing in their own name. A budgeting session gives someone a plan for the month. A pre-retirement session lets a long-serving employee leave with a plan rather than a worry.
For HR, it means fewer money questions on your desk and a benefit that comes up in hiring and retention conversations. Sessions can be timed around Budget day, a scheme launch or annual pension statements, when the questions are freshest.
| At your workplace | Live webinar | |
|---|---|---|
| Suits | Teams on one site, launch days, smaller groups | Remote, hybrid and shift staff, several locations |
| Length | 45 to 60 minutes with questions | 45 to 60 minutes with questions |
| Questions | Open floor, then private one-to-ones | Questions through the chat, which can be anonymous |
| Follow-up | One-to-one sessions booked online | One-to-one sessions booked online |
Headcount, locations and what staff ask about most.
One session or a series, built around your benefits and your calendar.
On site, live webinar or both.
A qualified advisor runs the session, with time for questions.
Anyone who wants private advice books a one-to-one online.
Feedback from staff shapes the next session.
We (Richie and Nickey) received excellent pension advice that was clear, honest, and tailored to my situation. Everything was explained in a way we could easily understand, and we felt confident making decisions about my future. Highly professional service and very reassuring throughout the process.
They made setting up a company pension on a deadline extremely easy and stress free. You can tell they understand the products inside out. Very approachable, great availability for support with instant and clear answers.
True Wealth was super efficient in locating my UK pension. They were very professional and responsive in dealing with the relevant pension organization. I would highly recommend True Wealth.
Thank you for the several calls to advise me. Great client attention! Eimear is fantastic! I had my pension sorted and a few insurances arranged. All the best.
Excellent service. Always there if I had any questions, would recommend without hesitation. A 5 star service. Thank you everyone.
Straight answers with the figures. If yours is not here, a senior advisor answers it in your review.
Money management and budgeting, pensions and tax relief, auto-enrolment, mortgages, protection, saving and investing, and retirement. We shape each session around your benefits so staff hear about what they have.
Most run 45 to 60 minutes including questions. Pre-retirement sessions can run longer.
No. Workshops are education. Nobody is asked about their own finances in the room, and anyone who wants personal advice books a private one-to-one.
Yes. We run live webinars for remote, hybrid and shift staff, and can mix webinars with on-site sessions.
Qualified advisors from True Wealth, a trading name of True Financial Ltd, regulated by the Central Bank of Ireland.
Yes. Sessions work well timed around Budget day, a pension scheme launch or annual statements, when staff have the most questions.
There is no minimum. On-site sessions suit a team in one room, and a live webinar can take staff from several sites at once. We suggest the format once we know your numbers and locations.
Sources checked 7 October 2026.
Two minutes on the form. A senior advisor is in touch with a session plan for your staff.