What’s on the cards for your clients?

With a QROPS (offshore SIPP), it should be a very bright future, thanks to pension by drawdown (as opposed to annuity), huge tax savings on death, a retirement lump sum of up to 30%, and a choice of pension currency.

Boal & Co’s leading QROPS schemes give you everything you can possibly need: both Guernsey and Isle of Man schemes (and the ability to switch between the two), full professional support including actuarial transfer value analysis for final salary pension transfers, the comfort of a fully regulated offshore pensions environment (all of our schemes, whether IoM or Guernsey, are IPA regulated, as are we), specialist pensions expertise (we are professional advisers to $750m of pension funds, including international schemes for some of the world’s largest companies) and fair, transparent charges.We’ve been doing offshore pension transfers for nearly 15 years, and that’s experience that shows.

To stack the deck in your clients’ favour, you need Synergy from Boal & Co.