Helen Caley
Administrator - Corporate Pensions
We offer a range of services to international occupational retirement benefit schemes including international pension plans (IPPs). From pension trusteeship to administration and actuarial services, we provide the specialist pension expertise, consultancy and third-party governance you need for your international company pension scheme. INTRO
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 group personal pension scheme for your employees, we offer a range of options.
We offer a choice of solutions for Gibraltar employers looking to provide pension benefits for their employees which comply with the Gibraltar Private Sector Pension Act 2019.
We offer retirement benefit plans for individuals based anywhere in the world; the most appropriate for you will depend on several factors including your jurisdiction of residence, domicile status and the assets you wish to include in the pension.
Enjoy the flexibility of setting up your own personal pension plan, administered by our professional team who deliver a dedicated service from our Douglas HQ. We offer various solutions depending on the complexity of your situation, including bespoke pension schemes to meet your particular requirements.
Looking for a Gibraltar pension scheme designed specifically for Gibraltar residents? Established under trust in Gibraltar, Gateway Personal is designed for individuals who wish to contribute, or have their employer contribute, to a Gibraltar personal pension scheme for future retirement planning.
All pension schemes are required to have at least one trustee who is 'independent' of the employer. Our experience of all aspects of pension schemes means that we are expertly positioned to act as independent pension trustee.
We provide a full range of administrative services to a varying range of pension schemes in the Isle of Man. Some of these schemes also include members based in the UK, Jersey and Guernsey.
Our actuarial services include Scheme Actuary appointments, the provision of regular funding valuations and advice for corporate pension schemes. We also produce accounting disclosures compliant with appropriate standards and provide a wide range of consultancy services to schemes and trustees.
Our offshore consultancy practice is dedicated to the actuarial, risk management, product and operational needs of the international insurance industry. We provide a complete range of actuarial, risk management and life consultancy services.
Following the new UK Government’s first budget in October, we have outlined the main changes to pensions and discussed the impacts these changes will have on members and beneficiaries of both UK and non-UK pension schemes.
The Isle of Man's only dedicated pensions conference, this full day event is specifically created for anyone involved with the provision and/or governance of Isle of Man company pension schemes and group personal pensions.
Boal & Co is proud to announce its sponsorship of 17-year-old Regan Corrin, a successful and ambitious high jumper and long jumper from the Isle of Man.
Boal & Co has announced its sponsorship of Gibraltar Netball’s Junior League.
If you live and/or work in Gibraltar, you will be aware of the Private Sector Pensions Act 2019 (the “Act”) which mandates all employers in Gibraltar to enrol their eligible employees into a workplace pension scheme.
Boal & Co was established in the Isle of Man in 1995, which to this day remains Boal & Co's Headquarters.
Boal & Co expanded into Jersey in 2015 following the acquisition of Zurich Insurance Group's Jersey-based trust business, Zurich Trust Limited.
Boal & Co was established in Gibraltar in 2013, marking significant extension of Boal & Co's offering to expatriate clients and advisers globally.
Boal & Co’s Malta offering can be suitable for individuals tax resident in the EEA and looking to transfer their UK pensions or existing QROPS.
Administrator – Corporate Pensions
Daisy joined Boal & Co in April 2024 to begin her career in pensions administration.
A member of the corporate pensions team, Daisy provides administration services to an extensive Isle of Man corporate client base.
An administrative contact for Boal’s Isle of Man Group Personal Pension Plan (Rewards), Daisy deals with queries from members and prepares withdrawals, transfers, death claims, investments, and contribution payments. Daisy also supports the Operations team with Reception cover and duties.
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