Our focus; your financial future.

Employer

Retirement Benefit Solutions for Employers

Whether you have (or are looking to implement) a bespoke corporate scheme and need third party governance and / or administration services, or you are a company looking to facilitate a personal pension scheme for your employees, we provide a range of solutions to our corporate clients.

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Individual

Retirement Benefit Solutions for Individuals

Whatever your personal situation and location we can help you to make the most of your assets and savings by consolidating them into a flexible and tax efficient pension structure. Our range of options provide broad investment choice in addition to income flexibility and succession planning solutions. 

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Why choose Boal & Co?

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  Location

  We are headquartered in the Isle of Man which is widely regarded as a centre of excellence for pension services. We have offices in multiple leading international finance centres enabling us to offer unique and flexible domestic and international retirement and savings plans.

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  Focus

  We do not provide general trust administration, investment or custody services: our focus is entirely on the trusteeship and administration of retirement and pension plans (domestic, international, corporate & personal) supported by our specialist in house actuarial team.

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  Flexibility

  We aim to deliver more benefits, with enhanced flexibility and investment options while ensuring tax and regulatory compliance. We are innovative with technology, analytically insightful and market leading in our performance.

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  Expertise

  Established in 1995, we have more than 25 years’ experience of delivering local and international retirement benefit solutions. We provide services to more than 30 FT 500 companies and have $12 billion of pension assets under management.

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  Reputation

  Our integrity, technical knowledge and professionalism cements our reputation as the international and local market leader of specialist retirement benefit solutions. We are proud of our heritage and long-serving employees which together achieve client service excellence and strong, trusting relationships.

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  Innovation

  We are an established leader in the pensions industry with tireless drive for progression and responsiveness to changing regulations and client demands. We regularly provide consultation services to large organisations including government bodies.