Summary 

Retirement Planning Council is currently reviewing potential suppliers for the provision of audit services.

About Us 

Established in 1974, the Retirement Planning Council of Ireland (RPC) is a Registered Charity, a not-for-profit organisation, wholly independent of all financial institutions and with a voluntary board of directors. We provide support, information and guidance to people planning for retirement.

We have no state funding and no donation income. All our income is derived from our retirement courses. The funds from our paid courses are used to fund our charitable activities such as free talks, free courses, guidance and lifetime support to people regarding retirement. We do not provide financial advice and we are not regulated. We employ 11 people and have over 15 additional experienced contract programme leaders & speakers who present our courses. We have a small office used primarily by one staff member based in Sandyford Dublin, all remaining staff work full time remotely. Our yearend audit is completed fully remotely as RPC use Xero as there accounting system and all data is stored on the cloud.

Our most recent audited accounts and strategic plan are available on our website. 

General Requirements & Responsibilities 

RPC is seeking to engage an experienced Auditing Services Supplier who will provide the full range of auditing services required to fulfil its statutory obligations, to comply with relevant accounting and reporting standards and best practice. 

Your responsibility will be to report to RPC Trustees in accordance with the Companies Act 2014 whether, in your expert opinion, the financial statements:  

• give a true and fair view of assets, liabilities and the financial position of RPC as at the end of the financial year on 31 December. 
• are prepared in accordance with the requirements of the Companies Act 2014, Charities Act 2009, and any other relevant legislation.  

Based on the work undertaken in the course of the audit, you will have a statutory duty to report whether, in your opinion. 

• The information given in the directors' report is consistent with the financial statements; and  
• The directors' report has been prepared in accordance with the Companies Act 2014. 

Annual Auditing Services required: 

The range of services for which the successful supplier may be responsible include, but are not restricted to:  

Auditing   

• Conduct an annual financial audit of RPC in accordance with the relevant Standards applicable in Ireland and applicable law.  
• Identify and assess the risks of material misstatement of the financial statements.   
• Design audit procedures that are appropriate to the internal controls relevant to the audit.  
• Evaluate the appropriateness of accounting policies used.  
• Conclude on the appropriateness of the directors' use of the going concern basis for the preparation of the accounts.  
• Prepare the financial statements, including processing client amendments as required. 
• Evaluate and advise on the overall presentation, structure and content of the financial statements.  
• Identify if other non-financial information included in the annual report is materially consistent with the financial statements.  

Communication 

• Carry out a pre-audit meeting to discuss the forthcoming audit. 
• Provide an overview of the planned scope and timing of the audit.  
• Conduct a follow up meeting, post audit, to discuss any significant findings. 
• Confirm, in writing, matters discussed and any agreed actions.  
• Maintain frequent communication regarding both auditing and other matters.   
• Present draft audited accounts to RPC Audit & Risk committee and the board, including any audit findings, as and when required.  
• Ensure a partner of the firm attends the annual general meeting of RPC and makes any necessary presentation of the audited accounts to the members. 

Other services  

• Assist and advise on any other filing requirements e.g., Revenue Commissioners. 

Duration of contract  

The contract will commence from and include the year ending 31 December 2026 and continue for four years (to year ending 31 December 2029), subject to the services being satisfactorily delivered each year. Subject to satisfactory service being delivered RPC at their discretion can renew for a second term of four years. It is open to RPC or the contractor to end the contract sooner should they so wish. 

Other regulations

The successful Tenderer must have a valid tax clearance certificate for the contract's duration. Such a valid tax clearance certificate from the Irish Revenue Commissioners must be produced by a successful Tenderer before execution of the contract and any payments due. An auditing practice certificate and the related professional insurance must also be held.

Proposals

Please submit tender proposal or queries to information@rpc.ie

Closing date for receipt of tender: Friday 5th June 2026

Proposals may be shortlisted after scoring. Shortlisted Auditing Services Suppliers may be asked to interview to discuss their proposal in more detail. Not all proposals may be invited to interview. Requirements for this meeting will be forwarded upon selection.