Thursday 5th November 2026
Irish Life Building, Abbey Street, Dublin
An afternoon of ideas, insights and conversation.
WHAT MATTERS
The world of financial advice is changing from two directions: how people build wealth, and what they're building that wealth for. As Ireland looks to encourage greater investment participation, new technology and information are influencing financial decisions. At the same time, longer lives are reshaping how people think about their future.
Join us as we bring together perspectives from financial services, behavioural science, international investment research and longevity to explore some of the questions influencing advice today and shaping tomorrow.
THE SPEAKERS
Patricia Callan
Chief Executive of Financial Service Ireland
Declan Bolger
Chief Executive Officer of Irish Life
Andy Pettit
Director of Policy Research, Morningstar
Dara O'Brien
Executive Manager, Keyridge Asset Management Ltd
Dr Diane Pelly
Founder and Director of Behavioural Science at Work
Lisa Edgar
Chief Executive Officer of The Big Window
THE AGENDA:
Patricia Callan and Declan Bolger. In conversation with Anthony Kavanagh
- Creating a culture of investing: As Ireland looks to turn more savers into investors, what needs to happen to build a genuine investment culture? We will explore the opportunities presented by Personal Investment Accounts, the wider policy landscape and what this could mean for the Irish market.
Andy Pettit, Morningstar. In conversation with Dara O'Brien, Keyridge Asset Management Ltd
- From participation to Investor success: Drawing on Morningstar’s recent Investor Journeys Around the World research, we’ll explore what different markets can teach us about turning savers into investors, supporting them over the long term and creating better investment experiences.
Dr Diane Pelly
- The investor behind the investment: With more information, choice and technology than ever before, are people necessarily making better financial decisions? We’ll explore what behavioural science can tell us about the way people think, decide and act, and what experienced advisers might learn from it.
Lisa Edgar
- Planning for longer lives: As people live longer and traditional life stages change, are we planning for the lives people are actually going to lead? Drawing on Life 100 research, we’ll explore how changing expectations around work, retirement and later life could reshape financial planning and client confidence.