Boal & Co
Actuaries & Consultants





About Us


Boal & Co is a firm of international actuaries & consultants specialising in advice to offshore insurance companies and pension schemes.

Boal & Co is a member of Abelica Global, a leading international organisation of actuarial and consultancy firms.

Boal & Co are a founding member of the Isle of Man Association of Pension Scheme Providers.

 


Latest News

 

January
2012

QROPS News - January 2012

Award-winning year for Boal’s Trinity QROPS.........................
PDF format only

 

December 2011

Boal & Co Launches Transformational Group Personal Pension Scheme

Building on the success of its range of Isle of Man trust-based personal pension solutions launched early in 2008, Boal & Co today launches ‘Rewards’, a new trust-based group personal pension scheme........................

 

November 2011

Boal & Co Scoops Award at the Isle of Man Newspapers Awards for Excellence

The ceremony was held at the Villa Marina on 17th November, where Boal & Co won the award category for ‘Innovation and Independent Thinking’, which was sponsored by Coutts & Co..........................

June 2011

Boal & Co Welcome HMRC 50C QROPS Confirmation

Leading QROPS provider Boal & Co welcomes confirmation that HMRC have concluded that a scheme approved under the new 50C legislation ‘can satisfy the requirements to be a recognised overseas pension scheme’.........................

May 2011

50C on Wikipedia

The significance of the IoM 50C pensions legislation, and the ground-breaking development of Boal & Co’s “Trinity” scheme as the first ever “designer” QROPs approved under 50C, are both covered in a new 50C listing on Wikipedia.

May 2011

Paul Forman Joins Trinity Team

Paul Forman joins Boal & Co as Director of Sales - responsible for global QROPS new business and adviser relationships.  Paul is a new addition to our senior team, but is someone we have had the pleasure of working closely with in relation to QROPS business for several years.  Before joining us, Paul was a Regional Sales Manager in the Far East for Friends Provident International, based in Hong Kong and Singapore, but travelling throughout the SE Asian region. Paul holds the APFS qualification from the Chartered Insurance Industry which reflects his broad technical knowledge across taxation, trusts and retirement planning and is currently working towards the CII Fellowship qualification.

 

November 2010

Launch of Trinity Redefines the QROPS Landscape

Following the introduction of new pensions law by Tynwald (the Isle of Man’s parliament) effective 22 October, consulting actuary Boal & Co today announces the launch of “Trinity”, the very first Qualifying Recognised Overseas Pension Scheme (QROPS) to be approved under the new legislation........................

October 2010

New 50C Isle of Man Pension Legislation Welcomed

Measures to allow a brand new form of pension scheme have been passed by Tynwald, the Isle of Man parliament........................

 

November 2010

Creating the Perfect QROPS Scheme

Having effectively changed the law in his quest to provide the perfect QROPS, Gary Boal argues that the Trinity scheme is the Holy Grail of QROPS........................

 

******* NEWS FLASH *******

Boal & Co are delighted to have been honoured with a Special Award at The International Fund & Products Awards 2011 presentation in London on 16th June for their Trinity QROPS.  In making this special award, the judges’ comments (below) really say it all in relation to Boal & Co’s command of the QROPS market and the innovation behind the very first “designer” QROPS :

  • “the judges felt that Boal & Co displayed a depth of technical knowledge that shows a clear understanding of the QROPS market”

  • “there is no doubt that Boal & Co’s work in this sector has not only helped other providers in the sector, it has improved customer choice. It shows a genuine commitment to the market and customers alike”

  • “Technically as good as it gets and they should be congratulated”.

The awards are judged by an independent panel of industry practitioners and experts.  We are grateful for their insight, and for their comments.

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