Review of the principal features and design of a large insured Isle of Man occupational pension scheme, including recommendations to reduce future costs, improve future investment performance and increased death-in-service protection.

Enhancement of our administration services for self-administred defined contribution schemes, to include on-line access for clients to our administration systems and member records.

Advice to a client company with a final salary pension scheme in deficit. Analysis of scheme winding-up position under Isle of Man law. Introduction of design changes to the scheme, designed to reduce the costs. Communication of the changes to members.

Appointment as independent trustee to several large Isle of Man pension schemes.

Advice to Isle of Man advocates in relation to loss of pension component of a personal injury claim.

Establishment of self-invested personal pension plans (SIPPS) for advocates and accountants.

Establishment of Isle of Man SSASs for clients retiring to the Isle of Man. Acceptance of transfer value from the clients' UK SSAS and implementation of pension drawdown, with no need (ever) to buy an annuity.

Advice on changes to Scheme Rules for admission of Isle of Man members to a company pension scheme established in the Channel Islands.