All Press Releases
Boal & Co





Press Releases

 

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..........................

 

September 2011

QROPS international pension schemes in focus

An International Adviser special supliment.........................
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September 2011

Boal Unveils New Spousal Bypass Trust to Mitigate IHT

Boal & Co has launched a spousal bypass trust, which aims to improve the inheritance tax (IHT) efficiency of Trinity and its other Qualifying Recognised Overseas Pension Schemes (QROPS).........................
PDF format available

 

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........................

July 2010

Synergy Life Extranet

Consulting Actuaries Boal & Co has today announced the launch of the SYNERGY Extranet www.synergy.gg to support the success of its existing SYNERGY and recently-established SYNERGY Life QROPS products.......................

July 2010

Synergy Life

Isle of Man Consulting Actuaries Boal & Co has today launched SYNERGY LIFE, an additional version of its existing Guernsey-based QROPS specifically for clients investing in insurance bonds or investment platforms......................

February 2010

Karen Kelly Joins Boal & Co

Boal & Co is pleased to announce the appointment of Karen Kelly to the Company’s pensions team......................

December 2009

Boal & Co Open New HQ

Boal & Co celebrated the opening of its new headquarters in the Isle of Man Business Park by the Chief Minister, the Hon Tony Brown MHK......................

September 2009

New HQ for Boal & Co

Boal & Co will mark its move to new headquarters in the Isle of Man Business Park with an official opening by the Chief Minister, the Hon Tony Brown MHK, in early November......................

September 2009

Ian Blackhurst Joins Boal & Co

Boal & Co is pleased to announce the appointment of Ian Blackhurst as a senior consultant......................